Charter Oak Capital Management, LLC

Position in MDT — Medtronic plc

CIK 1810720 PORTSMOUTH, NH

Position in MDT

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,506,496

-$163,603 QoQ

Shares Held

17,386

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Healthcare · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $2,200,517 across 3 Medical Devices names. MDT ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	17,386	$1,506,496
2	ABT	Abbott Laboratories	3,807	$390,864
3	SIBN	SI-BONE, Inc.	24,003	$303,157

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,506,496	17,386	0.0%	Shares	Sole	2026-04-24
2025-12-31	$1,670,099	17,386	-0.6%	Shares	Sole	2026-01-23
2025-09-30	$1,665,938	17,492	+0.2%	Shares	Sole	2025-10-30
2025-06-30	$1,521,203	17,451	-1.3%	Shares	Sole	2025-07-10
2025-03-31	$1,589,353	17,687	-1.2%	Shares	Sole	2025-04-14
2024-12-31	$1,429,612	17,897	-3.9%	Shares	Sole	2025-01-22
2024-09-30	$1,677,528	18,633	+3.1%	Shares	Sole	2024-10-30
2024-06-30	$1,423,076	18,080	-1.4%	Shares	Sole	2024-07-24
2024-03-31	$1,597,895	18,335	+1.5%	Shares	Sole	2024-04-23
2023-12-31	$1,488,606	18,070	+0.0%	Shares	Sole	2024-01-26
2023-09-30	$1,415,495	18,064	-0.3%	Shares	Sole	2023-10-05
2023-06-30	$1,596,812	18,125	+0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,460,592	18,117	-1.1%	Shares	Defined	2023-04-19
2022-12-31	$1,424,296	18,326	-0.3%	Shares	Sole	2023-01-20
2022-09-30	$1,483,862	18,376	-1.3%	Shares	Sole	2022-12-06
2022-06-30	$1,671,234	18,621	+0.0%	Shares	Sole	2022-07-21
2022-03-31	$2,065,556	18,617	-0.8%	Shares	Sole	2022-05-05
2021-09-30	$2,351,440	18,759	+1.1%	Shares	Sole	2021-11-08
2021-06-30	$2,302,735	18,551	+0.1%	Shares	Sole	2021-07-29
2021-03-31	$2,188,712	18,528	+0.0%	Shares	Sole	2021-05-17
2020-12-31	$2,170,018	18,525	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.