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Atomi Financial Group’s Medtronic MDT Stock Holding History

Atomi Financial Group’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 		$1.23M Sell
14,175
-2,221
-14% -$213K 0.04% 370
2025
Q4 		$1.58M Buy
16,396
+1,694
+12% +$165K 0.05% 277
2025
Q3 		$1.4M Buy
14,702
+3,659
+33% +$336K 0.05% 276
2025
Q2 		$963K Sell
11,043
-2,076
-16% -$176K 0.04% 348
2025
Q1 		$1.18M Buy
13,119
+2,611
+25% +$234K 0.05% 262
2024
Q4 		$839K Sell
10,508
-1,481
-12% -$128K 0.04% 312
2024
Q3 		$1.08M Buy
11,989
+3,230
+37% +$272K 0.07% 232
2024
Q2 		$689K Sell
8,759
-1,410
-14% -$116K 0.05% 295
2024
Q1 		$886K Buy
10,169
+753
+8% +$64.3K 0.08% 203
2023
Q4 		$776K Buy
9,416
+3,777
+67% +$288K 0.11% 172
2023
Q3 		$442K Buy
5,639
+70
+1% +$5.86K 0.15% 171
2023
Q2 		$491K Buy
+5,569
New +$479K 0.22% 129

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

Atomi Financial Group's MDT Position: Q1 2026 in Review

Atomi Financial Group reduced its Medtronic (MDT) stake by 14% in Q1 2026, selling an estimated $213K and leaving 14,175 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #370.

Atomi Financial Group first reported a position in MDT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Atomi Financial Group held 14,175 shares of Medtronic worth $1.23M as of Q1 2026.
  • Atomi Financial Group sold 2,221 Medtronic shares in Q1 2026, an estimated $213K.
  • Medtronic made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #370 holding.
  • Atomi Financial Group first reported a position in Medtronic in Q2 2023 and has held it in 12 quarters since.
  • Atomi Financial Group's Medtronic position peaked at $1.58M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.