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Atria Investments’s Medtronic MDT Stock Holding History

Atria Investments’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 		$12.1M Buy
139,632
+13,421
+11% +$1.29M 0.14% 155
2025
Q4 		$12.1M Buy
126,211
+3,805
+3% +$370K 0.14% 147
2025
Q3 		$11.7M Buy
122,406
+3,579
+3% +$329K 0.13% 159
2025
Q2 		$10.4M Buy
118,827
+4,834
+4% +$410K 0.12% 184
2025
Q1 		$10.2M Sell
113,993
-705
-0.6% -$63.1K 0.13% 180
2024
Q4 		$9.16M Sell
114,698
-6,265
-5% -$542K 0.11% 203
2024
Q3 		$10.9M Sell
120,963
-911
-0.7% -$76.6K 0.14% 168
2024
Q2 		$9.59M Sell
121,874
-3,657
-3% -$300K 0.12% 179
2024
Q1 		$10.9M Sell
125,531
-2,957
-2% -$252K 0.15% 156
2023
Q4 		$10.6M Sell
128,488
-208
-0.2% -$15.9K 0.16% 146
2023
Q3 		$10.1M Buy
128,696
+2,508
+2% +$210K 0.18% 128
2023
Q2 		$11.1M Buy
126,188
+6,554
+5% +$564K 0.2% 107
2023
Q1 		$9.65M Buy
119,634
+18,672
+18% +$1.52M 0.18% 134
2022
Q4 		$7.85M Sell
100,962
-7,053
-7% -$572K 0.16% 160
2022
Q3 		$8.72M Buy
108,015
+9,572
+10% +$860K 0.19% 123
2022
Q2 		$8.84M Sell
98,443
-20,702
-17% -$2.1M 0.19% 128
2022
Q1 		$13.2M Buy
119,145
+19,380
+19% +$2.05M 0.23% 93
2021
Q4 		$10.3M Sell
99,765
-6,738
-6% -$780K 0.18% 131
2021
Q3 		$13.3M Buy
106,503
+10,201
+11% +$1.32M 0.24% 90
2021
Q2 		$12M Sell
96,302
-3,501
-4% -$440K 0.23% 100
2021
Q1 		$11.8M Sell
99,803
-11,622
-10% -$1.36M 0.26% 84
2020
Q4 		$13.1M Buy
111,425
+17,306
+18% +$1.91M 0.32% 69
2020
Q3 		$9.78M Sell
94,119
-7,105
-7% -$714K 0.3% 78
2020
Q2 		$9.28M Sell
101,224
-507
-0.5% -$48.6K 0.32% 75
2020
Q1 		$9.17M Buy
101,731
+18,892
+23% +$2.01M 0.7% 30
2019
Q4 		$9.4M Buy
82,839
+35,867
+76% +$3.94M 0.25% 86
2019
Q3 		$5.1M Buy
46,972
+13,539
+40% +$1.41M 0.18% 110
2019
Q2 		$3.4M Buy
33,433
+5,943
+22% +$543K 0.13% 151
2019
Q1 		$2.5M Sell
27,490
-1,058
-4% -$94.7K 0.11% 187
2018
Q4 		$2.6M Buy
28,548
+3,160
+12% +$295K 0.12% 146
2018
Q3 		$2.5M Buy
25,388
+9,690
+62% +$896K 0.1% 185
2018
Q2 		$1.34M Buy
15,698
+1,723
+12% +$144K 0.06% 316
2018
Q1 		$1.12M Buy
13,975
+811
+6% +$66.9K 0.05% 330
2017
Q4 		$1.06M Buy
13,164
+2,615
+25% +$209K 0.05% 326
2017
Q3 		$820K Buy
10,549
+540
+5% +$44.8K 0.04% 360
2017
Q2 		$888K Buy
10,009
+776
+8% +$65.4K 0.05% 314
2017
Q1 		$744K Buy
9,233
+2,591
+39% +$202K 0.05% 309
2016
Q4 		$473K Sell
6,642
-3,057
-32% -$240K 0.04% 354
2016
Q3 		$838K Buy
9,699
+1,382
+17% +$120K 0.08% 227
2016
Q2 		$728K Buy
8,317
+895
+12% +$72.4K 0.08% 197
2016
Q1 		$557K Sell
7,422
-1,144
-13% -$86.2K 0.06% 223
2015
Q4 		$632K Buy
8,566
+2,620
+44% +$197K 0.07% 194
2015
Q3 		$398K Buy
5,946
+903
+18% +$66.5K 0.06% 223
2015
Q2 		$374K Sell
5,043
-23
-0.5% -$1.76K 0.04% 286
2015
Q1 		$395K Buy
5,066
+598
+13% +$45.3K 0.04% 277
2014
Q4 		$323K Buy
4,468
+289
+7% +$20.1K 0.03% 315
2014
Q3 		$259K Buy
+4,179
New +$266K 0.03% 399

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

Atria Investments's MDT Position: Q1 2026 in Review

Atria Investments increased its Medtronic (MDT) stake by 11% in Q1 2026, buying an estimated $1.29M and bringing the position to 139,632 shares worth $12.1M. The position accounts for 0.14% of the portfolio, ranked #155.

Atria Investments first reported a position in MDT in Q3 2014 and has held it in 47 quarters since. The position peaked at $13.3M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Atria Investments held 139,632 shares of Medtronic worth $12.1M as of Q1 2026.
  • Atria Investments bought 13,421 Medtronic shares in Q1 2026, an estimated $1.29M.
  • Medtronic made up 0.14% of Atria Investments's portfolio in Q1 2026, its #155 holding.
  • Atria Investments first reported a position in Medtronic in Q3 2014 and has held it in 47 quarters since.
  • Atria Investments's Medtronic position peaked at $13.3M in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.