American Trust

Position in MDT — Medtronic plc

CIK 1905128 LEXINGTON, KY

Position in MDT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$284,444

-$43,179 QoQ

Shares Held

3,636

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,614

of 2,098 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

American Trust holds $4,994,091 across 3 Medical Devices names. MDT ranks #3 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYK	Stryker Corp	7,666	$2,413,563
2	ABT	Abbott Laboratories	25,304	$2,296,084
3	MDT	Medtronic plc This page	3,636	$284,444

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,444	3,636	-3.8%	Shares	Sole	2026-08-14
2026-03-31	$327,623	3,781	-62.3%	Shares	Sole	2026-05-01
2024-03-31	$873,940	10,028	-7.7%	Shares	Sole	2024-06-11
2023-12-31	$894,893	10,863	+2.8%	Shares	Sole	2024-02-21
2023-09-30	$828,030	10,567	-20.7%	Shares	Defined	2023-11-15
2023-06-30	$1,174,372	13,330	-1.6%	Shares	Defined	2023-08-14
2023-03-31	$1,091,997	13,545	-27.0%	Shares	Defined	2023-05-22
2022-12-31	$1,442,016	18,554	-5.7%	Shares	Defined	2023-02-16
2022-09-30	$1,589,078	19,679	-9.2%	Shares	Defined	2022-12-02
2022-06-30	$1,945,510	21,677	-0.3%	Shares	Defined	2022-10-03
2022-03-31	$2,412,385	21,743	—	Shares	Defined	2022-06-08
No filing history on record for this holder in this stock.