Transatlantique Private Wealth’s Medtronic MDT Stock Holding History

Transatlantique Private Wealth’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 Q4	$937K	Sell	9,751 -31	-0.3%	-$3.01K	0.29%	94
2025 Q3	$932K	Sell	9,782 -106	-1%	-$9.74K	0.3%	96
2025 Q2	$862K	Sell	9,888 -5	-0.1%	-$424	0.32%	93
2025 Q1	$889K	Hold	9,893	–	–	0.35%	85
2024 Q4	$790K	Hold	9,893	–	–	0.3%	96
2024 Q3	$891K	Sell	9,893 -1,990	-17%	-$167K	0.34%	88
2024 Q2	$925K	Buy	11,883 +22	+0.2%	+$1.8K	0.38%	71
2024 Q1	$1.02M	Sell	11,861 -500	-4%	-$42.7K	0.45%	72
2023 Q4	$999K	Sell	12,361 -151	-1%	-$11.5K	0.47%	67
2023 Q3	$970K	Buy	12,512 +69	+0.6%	+$5.78K	0.52%	61
2023 Q2	$1.1M	Buy	12,443 +15	+0.1%	+$1.29K	0.57%	53
2023 Q1	$986K	Buy	12,428 +1,367	+12%	+$111K	0.55%	54
2022 Q4	$849K	Buy	11,061 +2,402	+28%	+$195K	0.51%	60
2022 Q3	$699K	Hold	8,659	–	–	0.47%	67
2022 Q2	$777K	Buy	+8,659	New	+$877K	0.54%	65

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Transatlantique Private Wealth's MDT Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its Medtronic (MDT) stake by 0.32% in Q4 2025, selling an estimated $3.01K and leaving 9,751 shares worth $937K. The position accounts for 0.29% of the portfolio, ranked #94.

Transatlantique Private Wealth first reported a position in MDT in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q2 2023. 2,304 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

Transatlantique Private Wealth held 9,751 shares of Medtronic worth $937K as of Q4 2025.
Transatlantique Private Wealth sold 31 Medtronic shares in Q4 2025, an estimated $3.01K.
Medtronic made up 0.29% of Transatlantique Private Wealth's portfolio in Q4 2025, its #94 holding.
Transatlantique Private Wealth first reported a position in Medtronic in Q2 2022 and has held it in 15 quarters since.
Transatlantique Private Wealth's Medtronic position peaked at $1.1M in Q2 2023.
2,304 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.