Medtronic plc
CH ˙ SWX ˙ IE00BTN1Y115
SecurityCH:MDT / Medtronic plc
InstitutionPatten Group, Inc.
Latest Disclosed Ownership5,134 shares
Latest Disclosed Value $ 444,861
Patten Group, Inc. reports 2.77% decrease in ownership of MDT / Medtronic plc

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 5,134 shares of Medtronic plc (CH:MDT) valued at $444,861 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,280 shares of Medtronic plc. This represents a change in shares of -2.77% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F MEDTRONIC SHS G5960L103 5,134 -146 -2.77 445 -12.43 0.0773
2026-01-23 2025-12-31 13F MEDTRONIC SHS G5960L103 5,280 442 9.14 507 10.22 0.0938
2025-11-10 2025-09-30 13F MEDTRONIC SHS G5960L103 4,838 10 0.21 461 9.52 0.0897
2025-07-30 2025-06-30 13F MEDTRONIC SHS G5960L103 4,828 -119 -2.41 421 -5.41 0.0889
2025-05-14 2025-03-31 13F MEDTRONIC SHS G5960L103 4,947 -94 -1.86 445 10.45 0.1019
2025-02-06 2024-12-31 13F MEDTRONIC SHS G5960L103 5,041 -457 -8.31 403 -18.62 0.0891
2024-10-08 2024-09-30 13F MEDTRONIC SHS G5960L103 5,498 29 0.53 495 14.88 0.1099
2024-07-25 2024-06-30 13F MEDTRONIC SHS G5960L103 5,469 -39 -0.71 430 -10.23 0.1015
2024-04-17 2024-03-31 13F MEDTRONIC SHS G5960L103 5,508 20 0.36 480 5.97 0.1181
2024-01-10 2023-12-31 13F MEDTRONIC SHS G5960L103 5,488 -3,675 -40.11 452 -37.05 0.1227
2023-10-12 2023-09-30 13F MEDTRONIC SHS G5960L103 9,163 -1,067 -10.43 718 -20.31 0.2145
2023-07-26 2023-06-30 13F MEDTRONIC SHS G5960L103 10,230 -4,394 -30.05 901 -23.51 0.1336
2023-04-06 2023-03-31 13F MEDTRONIC SHS G5960L103 14,624 -136 -0.92 1,179 2.70 0.3539
2023-02-10 2022-12-31 13F MEDTRONIC SHS G5960L103 14,760 -4,250 -22.36 1,147 -26.80 0.3603
2022-10-13 2022-09-30 13F MEDTRONIC SHS G5960L103 19,010 -3,037 -13.78 1,567 -20.58 0.5383
2022-07-18 2022-06-30 13F MEDTRONIC SHS G5960L103 22,047 -743 -3.26 1,973 -21.98 0.6321
2022-04-28 2022-03-31 13F MEDTRONIC SHS G5960L103 22,790 198 0.88 2,529 8.22 0.7095
2022-01-20 2021-12-31 13F MEDTRONIC SHS G5960L103 22,592 -808 -3.45 2,337 -20.32 0.6187
2021-11-15 2021-09-30 13F MEDTRONIC SHS G5960L103 23,400 93 0.40 2,933 1.38 0.8623
2021-08-03 2021-06-30 13F MEDTRONIC SHS G5960L103 23,307 996 4.46 2,893 9.75 0.8501
2021-04-23 2021-03-31 13F MEDTRONIC SHS G5960L103 22,311 -29 -0.13 2,636 0.73 0.8442
2021-02-02 2020-12-31 13F MEDTRONIC SHS G5960L103 22,340 -235 -1.04 2,617 11.55 0.7064
2020-10-19 2020-09-30 13F MEDTRONIC SHS G5960L103 22,575 583 2.65 2,346 16.31 0.9153
2020-07-20 2020-06-30 13F MEDTRONIC SHS G5960L103 21,992 -218 -0.98 2,017 0.70 0.8678
2020-04-16 2020-03-31 13F MEDTRONIC SHS G5960L103 22,210 -4,969 -18.28 2,003 -35.03 1.0358
2020-01-14 2019-12-31 13F MEDTRONIC SHS G5960L103 27,179 -382 -1.39 3,083 2.97 1.1493
2019-10-22 2019-09-30 13F MEDTRONIC SHS G5960L103 27,561 -43 -0.16 2,994 11.38 1.2168
2019-07-11 2019-06-30 13F MEDTRONIC SHS G5960L103 27,604 277 1.01 2,688 8.00 1.0993
2019-05-14 2019-03-31 13F MEDTRONIC SHS G5960L103 27,327 1,391 5.36 2,489 5.51 1.0713
2019-02-12 2018-12-31 13F Medtronic CS G5960L103 25,936 -426 -1.62 2,359 -9.02 1.1186
2018-11-14 2018-09-30 13F Medtronic CS G5960L103 26,362 310 1.19 2,593 16.28 0.9888
2018-08-13 2018-06-30 13F Medtronic CS G5960L103 26,052 -128 -0.49 2,230 6.19 0.8935
2018-05-11 2018-03-31 13F Medtronic CS G5960L103 26,180 664 2.60 2,100 1.94 0.8616
2018-02-02 2017-12-31 13F Medtronic CS G5960L103 25,516 2,079 8.87 2,060 13.00 0.8159
2017-12-12 2017-09-30 13F/A-1 Medtronic CS G5960L103 23,437 3,207 15.85 1,823 7.68 0.7375
2017-11-14 2017-09-30 13F Medtronic CS G5960L103 202,688 182,458 1,823 737,480.4303
2017-08-14 2017-06-30 13F Medtronic CS G5960L103 20,230 -15 -0.07 1,693 4.06 0.6862
2017-05-30 2017-03-31 13F Medtronic CS G5960L103 20,245 0 0.00 1,627 7.25 0.7061
2017-02-10 2016-12-31 13F Medtronic CS G5960L103 20,245 3,548 21.25 1,517 8.98 0.6807
2016-11-14 2016-09-30 13F Medtronic Plc Com CS G5960L103 16,697 151 0.91 1,393 -3.00 0.6538
2016-08-15 2016-06-30 13F Medtronic Plc Com CS G5960L103 16,546 24 0.15 1,436 15.82 0.6719
2016-05-13 2016-03-31 13F Medtronic CS G5960L103 16,522 1,012 6.52 1,239 3.86 0.5880
2016-02-17 2015-12-31 13F Medtronic CS G5960L103 15,510 595 3.99 1,193 21.12 0.5736
2015-11-16 2015-09-30 13F Medtronic CS G5960L103 14,915 -305 -2.00 986 -12.60 0.5074
2015-08-24 2015-06-30 13F Medtronic CS G5960L103 15,220 0 0.00 1,128 -5.05 0.5357
2015-05-06 2015-03-31 13F MEDTRONIC SHS G5960L103 15,220 15,220 1,187 0.6078
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.