MDT — MEDTRONIC PLC

Ownership history in ADVISORTRUST PARTNERS, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which ADVISORTRUST PARTNERS, LLC reported a position in MEDTRONIC PLC (MDT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.79% (2025 Q4)
Avg. % of fund
1.79%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 42,521 — — 1.79% $4.1M $96.06
% of Fund (quarterly)    MDT price (monthly, adj. close)

Other funds also holding MDT

As of 2025 Q4 — sorted by position size

BOONE CAPITAL MANAGEMENT LLC 3Y 12.93% Talaria Asset Management Pty Ltd 9.16% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 8.55% EDENTREE ASSET MANAGEMENT Ltd 5.97% SECTOR GAMMA AS 3Y 7Y 5.9% Saratoga Research & Investment Management 3Y 7Y 5.82% Financial Perspectives, Inc 5.62% St. James Investment Company, LLC 3Y 7Y 4.71% Guinness Asset Management LTD 3Y 7Y 4.44% SKBA CAPITAL MANAGEMENT LLC 3Y 7Y 4.26%
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