MDT — MEDTRONIC PLC

Ownership history in FULLCIRCLE WEALTH LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which FULLCIRCLE 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
1.09% (2024 Q2)
Avg. % of fund
1.02%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 28,933 +117 +0.4% 0.92% $2.6M $94.54
2025 Q2 REDUCED 28,816 -489 -1.7% 0.96% $2.6M $85.88
2025 Q1 ADDED 29,305 +1,812 +6.6% 1.01% $2.5M $87.80
2024 Q4 ADDED 27,493 +932 +3.5% 1.04% $2.5M $77.44
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% 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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