MDT β€” Medtronic PLC

Ownership history in ROSS\JOHNSON & Associates LLC  Β·  5 quarters on record

AI Ownership Summary

ROSS\JOHNSON & Associates LLC reported Medtronic PLC (MDT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.61% in 2024 Q4. The latest visible filing shows MDT at 0.43% 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.

What this MDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROSS\JOHNSON & Associates LLC'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 Q4

MDT was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

How ROSS\JOHNSON & Associates LLC held MDT β€” position size vs. price
% of Fund (quarterly)    MDT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 239 -1 -0.4% 0.43% $23K 2026-02-14 (Est.) $98.68
2025 Q3 UNCHANGED 240 β€” 0% 0.43% $23K 2025-11-10 $91.24
2025 Q2 REDUCED 240 -90 -27.3% 0.43% $21K 2025-08-15 $90.90
2025 Q1 UNCHANGED 330 β€” 0% 0.51% $30K 2025-05-16 $83.78
2024 Q4 INITIATED 330 β€” β€” 0.61% $26K 2025-02-14 $89.24

FAQ About ROSS\JOHNSON & Associates LLC and MDT

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

How long has ROSS\JOHNSON & Associates LLC reported owning MDT?

ROSS\JOHNSON & Associates LLC reported MDT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MDT position in ROSS\JOHNSON & Associates LLC's portfolio?

The largest reported portfolio weight for MDT was 0.61% in 2024 Q4.

What is the latest reported MDT position on this page?

The most recent filing on this page is 2025 Q4, when ROSS\JOHNSON & Associates LLC reported 239 shares, equal to 0.43% of portfolio, with an estimated market value of $23K.

What does the chart on this MDT ownership page compare?

The chart compares ROSS\JOHNSON & Associates LLC'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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