Medtronic plc
US ˙ NYSE ˙ IE00BTB1Y115

SecurityMDT / Medtronic plc
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership19,151 shares
Latest Disclosed Value $ 1,823,942
Wetherby Asset Management Inc reports 6.04% increase in ownership of MDT / Medtronic plc

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 19,151 shares of Medtronic plc (US:MDT) valued at $1,823,941 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 18,061 shares of Medtronic plc. This represents a change in shares of 6.04% during the quarter. The current value of the position is $1,564,062 USD.

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)
2025-11-14 2025-09-30 13F MEDTRONIC SHS G5960L103 19,151 1,090 6.04 1,824 15.82 0.0745
2025-08-14 2025-06-30 13F MEDTRONIC SHS G5960L103 18,061 -1,779 -8.97 1,574 -0.63 0.0701
2025-02-14 2024-12-31 13F MEDTRONIC SHS G5960L103 19,840 1,232 6.62 1,585 -5.43 0.0760
2024-11-14 2024-09-30 13F MEDTRONIC SHS G5960L103 18,608 -409 -2.15 1,675 11.97 0.0766
2024-08-14 2024-06-30 13F MEDTRONIC SHS G5960L103 19,017 -693 -3.52 1,497 -12.87 0.0706
2024-05-15 2024-03-31 13F MEDTRONIC SHS G5960L103 19,710 1,442 7.89 1,718 14.16 0.0819
2024-02-14 2023-12-31 13F MEDTRONIC SHS G5960L103 18,268 -6,107 -25.05 1,505 -21.26 0.0784
2023-11-14 2023-09-30 13F MEDTRONIC SHS G5960L103 24,375 -716 -2.85 1,910 -13.57 0.1083
2023-08-14 2023-06-30 13F MEDTRONIC SHS G5960L103 25,091 -223 -0.88 2,211 8.33 0.1190
2023-05-12 2023-03-31 13F MEDTRONIC SHS G5960L103 25,314 7,728 43.94 2,041 49.34 0.1194
2023-02-14 2022-12-31 13F MEDTRONIC SHS G5960L103 17,586 -6,567 -27.19 1,367 -29.98 0.0878
2022-11-14 2022-09-30 13F MEDTRONIC SHS G5960L103 24,153 267 1.12 1,951 -9.00 0.1376
2022-08-15 2022-06-30 13F MEDTRONIC SHS G5960L103 23,886 -2,750 -10.32 2,144 -27.47 0.1463
2022-05-16 2022-03-31 13F MEDTRONIC SHS G5960L103 26,636 3,417 14.72 2,956 23.06 0.1694
2022-02-14 2021-12-31 13F MEDTRONIC SHS G5960L103 23,219 -1,537 -6.21 2,402 -22.59 0.1349
2021-11-15 2021-09-30 13F MEDTRONIC SHS G5960L103 24,756 -211 -0.85 3,103 0.13 0.1915
2021-08-16 2021-06-30 13F MEDTRONIC SHS G5960L103 24,967 4,453 21.71 3,099 27.90 0.1891
2021-05-14 2021-03-31 13F MEDTRONIC SHS G5960L103 20,514 -3,124 -13.22 2,423 -12.50 0.1847
2021-02-11 2020-12-31 13F MEDTRONIC SHS G5960L103 23,638 2,312 10.84 2,769 24.90 0.1878
2020-12-16 2020-09-30 13F/A-01 MEDTRONIC SHS G5960L103 21,326 209 0.99 2,217 14.51 0.2032
2020-11-13 2020-09-30 13F MEDTRONIC SHS G5960L103 24,070 2,953 2,501 159,085.5602
2020-08-14 2020-06-30 13F MEDTRONIC SHS G5960L103 21,117 1,869 9.71 1,936 11.52 0.1835
2020-05-06 2020-03-31 13F MEDTRONIC SHS G5960L103 19,248 -3,647 -15.93 1,736 -33.15 0.1949
2020-01-28 2019-12-31 13F MEDTRONIC SHS G5960L103 22,895 648 2.91 2,597 7.45 0.2558
2019-10-31 2019-09-30 13F MEDTRONIC SHS G5960L103 22,247 832 3.89 2,417 15.87 0.2523
2019-07-25 2019-06-30 13F MEDTRONIC SHS G5960L103 21,415 1,663 8.42 2,086 15.95 0.2283
2019-07-25 2019-03-31 13F/A-1 MEDTRONIC SHS G5960L103 19,752 373 1.92 1,799 2.04 0.2240
2019-05-09 2019-03-31 13F MEDTRONIC SHS G5960L103 19,752 373 1,799
2019-01-30 2018-12-31 13F MEDTRONIC SHS G5960L103 19,379 894 4.84 1,763 -3.03 0.2494
2018-11-07 2018-09-30 13F MEDTRONIC SHS G5960L103 18,485 498 2.77 1,818 18.13 0.2246
2018-07-24 2018-06-30 13F MEDTRONIC SHS G5960L103 17,987 -291 -1.59 1,539 4.98 0.2083
2018-05-04 2018-03-31 13F MEDTRONIC SHS G5960L103 18,278 1,399 8.29 1,466 7.56 0.2023
2018-02-09 2017-12-31 13F MEDTRONIC SHS G5960L103 16,879 -164 -0.96 1,363 2.87 0.1891
2017-11-13 2017-09-30 13F MEDTRONIC SHS G5960L103 17,043 -1,429 -7.74 1,325 -19.16 0.1971
2017-08-01 2017-06-30 13F MEDTRONIC SHS G5960L103 18,472 2,531 15.88 1,639 27.65 0.2788
2017-04-27 2017-03-31 13F MEDTRONIC SHS G5960L103 15,941 3,538 28.53 1,284 45.41 0.2309
2017-02-08 2016-12-31 13F MEDTRONIC SHS G5960L103 12,403 -4,053 -24.63 883 -37.90 0.1729
2016-11-14 2016-09-30 13F MEDTRONIC SHS G5960L103 16,456 738 4.70 1,422 4.25 0.2877
2016-08-10 2016-06-30 13F MEDTRONIC SHS G5960L103 15,718 525 3.46 1,364 19.75 0.3024
2016-05-10 2016-03-31 13F MEDTRONIC SHS G5960L103 15,193 1,338 9.66 1,139 6.85 0.2684
2016-02-08 2015-12-31 13F MEDTRONIC SHS G5960L103 13,855 6,360 84.86 1,066 112.35 0.2556
2015-11-12 2015-09-30 13F MEDTRONIC SHS G5960L103 7,495 -8,126 -52.02 502 -56.61 0.1286
2015-08-12 2015-06-30 13F MEDTRONIC SHS G5960L103 15,621 -4,254 -21.40 1,157 -25.35 0.2781
2015-05-08 2015-03-31 13F MEDTRONIC SHS G5960L103 19,875 5,290 36.27 1,550 47.20 0.3774
2015-02-12 2014-12-31 13F MEDTRONIC COM 585055106 14,585 430 3.04 1,053 20.07 0.2648
2014-11-03 2014-09-30 13F MEDTRONIC COM 585055106 14,155 15 0.11 877 -2.77 0.2445
2014-08-01 2014-06-30 13F MEDTRONIC COM 585055106 14,140 -551 -3.75 902 -0.22 0.2546
2014-05-05 2014-03-31 13F/A-1 MEDTRONIC COM 585055106 14,691 -38 -0.26 904 6.98 0.2591
2014-04-30 2014-03-31 13F MEDTRONIC COM 585055106 14,691 904
2014-01-29 2013-12-31 13F MEDTRONIC COM 585055106 14,729 4 0.03 845 7.78 0.2410
2013-10-29 2013-09-30 13F MEDTRONIC COM 585055106 14,725 224 1.54 784 5.09 0.2446
2013-07-24 2013-06-30 13F MEDTRONIC COM 585055106 14,501 14,501 746 0.2600
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.