MDT — MEDTRONIC PLC

Ownership history in Bison Wealth, LLC  ·  35 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, 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
0.44% (2016 Q2)
Avg. % of fund
0.21%
First filed
2015 Q1
Last filed
2024 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 5,477 -174 -3.1% 0.08% $493K $86.53
2024 Q2 UNCHANGED 5,651 — 0% 0.08% $492K $75.06
2024 Q1 ADDED 5,651 +4 +0.1% 0.08% $492K $82.37
2023 Q4 REDUCED 5,647 -307 -5.2% 0.08% $465K $77.22
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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