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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

MDT holding history

Medtronic plc in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDT overviewAll 13F holders of MDTFull Q2 2026 holdings

Shares (Q2 2026)
31,021
Value
$2.43M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of MDT by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,021$2.43M<0.1%−10,494−25.3%ReducedHolders
Q1 202641,515$3.60M0.1%−228−0.5%ReducedHolders
Q4 202541,743$4.04M0.1%−5,068−10.8%ReducedHolders
Q3 202546,811$4.49M0.1%+12,039+34.6%AddedHolders
Q2 202534,772$3.06M0.1%+12,749+57.9%AddedHolders
Q1 202522,023$1.99M0.1%+4,129+23.1%AddedHolders
Q4 202417,894$1.44M0.1%+3,497+24.3%AddedHolders
Q3 202414,397$1.31M<0.1%−415−2.8%ReducedHolders
Q2 202414,812$1.18M<0.1%+169+1.2%AddedHolders
Q1 202414,643$1.29M<0.1%+3,451+30.8%AddedHolders
Q4 202311,192$929.7K<0.1%−615−5.2%ReducedHolders
Q3 202311,807$933.5K<0.1%−1,142−8.8%ReducedHolders
Q2 202312,949$1.15M<0.1%+4,413+51.7%AddedHolders
Q1 20238,536$693.6K<0.1%+2,049+31.6%AddedHolders
Q4 20226,487$508.4K<0.1%+255+4.1%AddedHolders
Q3 20226,232$507.0K<0.1%−130−2.0%ReducedHolders
Q2 20226,362$575.0K<0.1%+1,652+35.1%AddedHolders
Q1 20224,710$525.0K<0.1%+4,710NewHolders