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Atria Wealth Solutions’s Medtronic MDT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$8.7M Sell
99,058
-14,573
-13% -$1.24M 0.2% 117
2025
Q1 		$10.3M Buy
113,631
+7,873
+7% +$705K 0.12% 177
2024
Q4 		$8.5M Buy
105,758
+11,447
+12% +$991K 0.09% 220
2024
Q3 		$8.54M Sell
94,311
-1,942
-2% -$163K 0.09% 221
2024
Q2 		$7.63M Buy
96,253
+554
+0.6% +$45.4K 0.08% 243
2024
Q1 		$8.4M Buy
95,699
+8,350
+10% +$713K 0.09% 227
2023
Q4 		$7.24M Buy
87,349
+4,672
+6% +$356K 0.09% 226
2023
Q3 		$6.51M Buy
82,677
+6,753
+9% +$565K 0.09% 229
2023
Q2 		$6.72M Buy
75,924
+9,564
+14% +$823K 0.09% 220
2023
Q1 		$5.39M Buy
66,360
+6,441
+11% +$525K 0.08% 250
2022
Q4 		$4.68M Sell
59,919
-9,904
-14% -$803K 0.08% 266
2022
Q3 		$5.66M Buy
69,823
+4,019
+6% +$361K 0.1% 209
2022
Q2 		$5.94M Buy
65,804
+6,628
+11% +$672K 0.11% 199
2022
Q1 		$6.6M Buy
+59,176
New +$6.25M 0.11% 199

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's MDT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Medtronic (MDT) stake by 13% in Q2 2025, selling an estimated $1.24M and leaving 99,058 shares worth $8.7M. The position accounts for 0.2% of the portfolio, ranked #117.

Atria Wealth Solutions first reported a position in MDT in Q1 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q1 2025. 2,145 funds tracked by Wall St. Rank hold MDT as of Q2 2025.

  • Atria Wealth Solutions held 99,058 shares of Medtronic worth $8.7M as of Q2 2025.
  • Atria Wealth Solutions sold 14,573 Medtronic shares in Q2 2025, an estimated $1.24M.
  • Medtronic made up 0.2% of Atria Wealth Solutions's portfolio in Q2 2025, its #117 holding.
  • Atria Wealth Solutions first reported a position in Medtronic in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Medtronic position peaked at $10.3M in Q1 2025.
  • 2,145 funds tracked by Wall St. Rank held Medtronic as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.