MDT — MEDTRONIC PLC

Ownership history in CarsonAllaria Wealth Management, Ltd.  ·  16 quarters on record

AI Ownership Summary

CarsonAllaria Wealth Management, Ltd. reported MEDTRONIC PLC (MDT) in 16 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.15% in 2023 Q3. The latest visible filing shows MDT at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CarsonAllaria Wealth Management, Ltd.'s position in MEDTRONIC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MDT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDT stock page CarsonAllaria Wealth Management, Ltd. fund profile CarsonAllaria Wealth Management, Ltd. full holdings
How CarsonAllaria Wealth Management, Ltd. held MDT — position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,196 -9 -0.4% 0.11% $209K 2025-10-28 $92.55
2025 Q2 REDUCED 2,205 -76 -3.3% 0.10% $192K 2025-07-24 $90.96
2025 Q1 ADDED 2,281 +45 +2.0% 0.12% $205K 2025-04-28 $82.12
2024 Q4 REDUCED 2,236 -193 -7.9% 0.10% $179K 2025-01-27 $89.63
2024 Q3 ADDED 2,429 +238 +10.9% 0.13% $219K 2024-10-21 $87.49
2024 Q2 REDUCED 2,191 -120 -5.2% 0.11% $173K 2024-07-22 $75.62
2024 Q1 REDUCED 2,311 -208 -8.3% 0.13% $201K 2024-05-07 $77.41
2023 Q4 ADDED 2,519 +116 +4.8% 0.15% $208K 2024-02-08 $80.79
2023 Q3 REDUCED 2,403 -113 -4.5% 0.15% $188K 2023-11-09 $65.16
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About CarsonAllaria Wealth Management, Ltd. and MDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CarsonAllaria Wealth Management, Ltd. reported owning MDT?

CarsonAllaria Wealth Management, Ltd. reported MDT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MDT position in CarsonAllaria Wealth Management, Ltd.'s portfolio?

The largest reported portfolio weight for MDT was 0.15% in 2023 Q3.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2025 Q3, when CarsonAllaria Wealth Management, Ltd. reported 2,196 shares, equal to 0.11% of portfolio, with an estimated market value of $209K.

What does the chart on this MDT ownership page compare?

The chart compares CarsonAllaria Wealth Management, Ltd.'s quarterly MDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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