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Atlas Private Wealth Advisors’s Medtronic MDT Stock Holding History

Atlas Private Wealth 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 		– Sell
-8,089
Closed -$777K – 139
2025
Q4 		$777K Buy
8,089
+270
+3% +$26.2K 0.18% 67
2025
Q3 		$745K Sell
7,819
-7,164
-48% -$659K 0.18% 67
2025
Q2 		$1.31M Sell
14,983
-905
-6% -$76.7K 0.17% 71
2025
Q1 		$1.43M Buy
15,888
+1,560
+11% +$140K 0.2% 62
2024
Q4 		$1.14M Buy
14,328
+2,430
+20% +$210K 0.16% 70
2024
Q3 		$1.07M Buy
11,898
+1,164
+11% +$97.9K 0.16% 63
2024
Q2 		$845K Buy
10,734
+6,359
+145% +$521K 0.14% 71
2024
Q1 		$381K Buy
4,375
+591
+16% +$50.4K 0.13% 75
2023
Q4 		$312K Buy
+3,784
New +$288K 0.06% 117
2021
Q4 		– Sell
-206
Closed -$26K – 484
2021
Q3 		$26K Sell
206
-16
-7% -$2.07K 0.01% 311
2021
Q2 		$28K Sell
222
-179
-45% -$22.5K 0.02% 302
2021
Q1 		$47K Buy
401
+170
+74% +$19.9K 0.03% 239
2020
Q4 		$27K Buy
231
+25
+12% +$2.75K 0.02% 296
2020
Q3 		$21K Hold
206
– – 0.02% 298
2020
Q2 		$19K Buy
+206
New +$19.8K 0.02% 323

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atlas Private Wealth Advisors's MDT Position: Q1 2026 in Review

Atlas Private Wealth Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 8,089 shares — an estimated $777K sold.

Atlas Private Wealth Advisors first reported a position in MDT in Q2 2020 and held it in 15 quarters. The position peaked at $1.43M in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Atlas Private Wealth Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 8,089 Medtronic shares in Q1 2026, an estimated $777K.
  • Atlas Private Wealth Advisors first reported a position in Medtronic in Q2 2020 and held it in 15 quarters.
  • Atlas Private Wealth Advisors's Medtronic position peaked at $1.43M in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.