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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Capital Advisors's MDT Position: Q1 2026 in Review

Atlas Capital Advisors held its Medtronic (MDT) position steady in Q1 2026 at 9 shares worth $779. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Atlas Capital Advisors first reported a position in MDT in Q1 2018 and has held it in 18 quarters since. The position peaked at $67.3K in Q3 2021. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Atlas Capital Advisors held 9 shares of Medtronic worth $779 as of Q1 2026.
Atlas Capital Advisors left its Medtronic share count unchanged in Q1 2026.
Medtronic made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #940 holding.
Atlas Capital Advisors first reported a position in Medtronic in Q1 2018 and has held it in 18 quarters since.
Atlas Capital Advisors's Medtronic position peaked at $67.3K in Q3 2021.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.