Atlas Capital Advisors’s Medtronic MDT Stock Holding History

Atlas Capital Advisors’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9	Closed	-$779	–	1078
2026 Q1	$779	Hold	9	–	–	﹤0.01%	940
2025 Q4	$864	Buy	+9	New	+$874	﹤0.01%	903
2022 Q3	–	Sell	-500	Closed	-$44.9K	–	970
2022 Q2	$44.9K	Hold	500	–	–	0.01%	578
2022 Q1	$55.5K	Sell	500 -37	-7%	-$3.91K	0.01%	528
2021 Q4	$55.6K	Hold	537	–	–	0.01%	516
2021 Q3	$67.3K	Hold	537	–	–	0.01%	488
2021 Q2	$66.7K	Buy	537 +37	+7%	+$4.65K	0.01%	504
2021 Q1	$59.1K	Buy	+500	New	+$58.6K	0.01%	480
2020 Q3	–	Sell	-64	Closed	-$5.87K	–	475
2020 Q2	$5.87K	Hold	64	–	–	﹤0.01%	637
2020 Q1	$5.77K	Sell	64 -36	-36%	-$3.83K	﹤0.01%	613
2019 Q4	$11.3K	Hold	100	–	–	﹤0.01%	577
2019 Q3	$10.9K	Hold	100	–	–	﹤0.01%	571
2019 Q2	$9.74K	Hold	100	–	–	﹤0.01%	597
2019 Q1	$9.11K	Hold	100	–	–	﹤0.01%	528
2018 Q4	$9.1K	Buy	100 +64	+178%	+$5.98K	﹤0.01%	516
2018 Q3	$3.51K	Hold	36	–	–	﹤0.01%	533
2018 Q2	$3.18K	Hold	36	–	–	﹤0.01%	497
2018 Q1	$2.89K	Buy	+36	New	+$2.97K	﹤0.01%	511

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Atlas Capital Advisors's MDT Position: Q2 2026 in Review

Atlas Capital Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 9 shares — an estimated $779 sold.

Atlas Capital Advisors first reported a position in MDT in Q1 2018 and held it in 18 quarters. The position peaked at $67.3K in Q3 2021. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Atlas Capital Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Atlas Capital Advisors sold 9 Medtronic shares in Q2 2026, an estimated $779.
Atlas Capital Advisors first reported a position in Medtronic in Q1 2018 and held it in 18 quarters.
Atlas Capital Advisors's Medtronic position peaked at $67.3K in Q3 2021.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.