Avidity Partners Management LP: MEDTRONIC PLC (MDT): Quarterly 13F Position History
As of Q1 2026, Avidity Partners Management LP reported 100,000 shares of MEDTRONIC PLC (MDT), worth $8.1M and representing 1.8% of its 13F equity book. Quarter-over-quarter share count change: 7,600 (-7.1%) . The position first appeared in Q2 2020 and has been disclosed across 24 13F-HR filings in Pactolio's tracked window.
- 100,000Shares Held (Latest Filing)
- $8.1MReported Market Value (Latest Filing)
- 1.8%Portfolio Weight (% of 13F Equity Book)
- 7,600Quarter-over-Quarter Share Change
- -$2.2MQuarter-over-Quarter Value Change
- 1,024,200Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 24 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 100,000 | 7,600 | -7.1% | $8.1M | 1.8% | $81.0 |
| Q4 2025 | 107,600 | 83,000 | -43.5% | $10.3M | 3.0% | $96.1 |
| Q3 2025 | 190,600 | +190,600 | — | $18.2M | 4.1% | $95.2 |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 535,000 | -100.0% | $0 | 0.0% | — |
| Q2 2021 | 535,000 | 489,200 | -47.8% | $66.4M | 1.8% | $124.1 |
| Q1 2021 | 1,024,200 | +723,200 | +240.3% | $121.0M | 3.4% | $118.1 |
| Q4 2020 | 301,000 | +120,000 | +66.3% | $35.3M | 1.2% | $117.1 |
| Q3 2020 | 181,000 | +7,300 | +4.2% | $18.8M | 1.0% | $103.9 |
| Q2 2020 | 173,700 | — | — | $15.9M | 1.0% | $91.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Avidity Partners Management LP first disclose a MDT position in 13F-HR filings?
Avidity Partners Management LP first reported MEDTRONIC PLC (MDT) on its 13F-HR filing for the period ending 2020-06-30 (Q2 2020). The position has appeared on 24 reported quarters within Pactolio's tracked window.
What was Avidity Partners Management LP's most recent quarter-over-quarter share-count change in MDT?
Between Q4 2025 and Q1 2026, Avidity Partners Management LP reduced its MDT position by 7,600 shares (-7.1%), leaving 100,000 shares at a market value of $8.1M.
Does the implied price-per-share represent Avidity Partners Management LP's cost basis in MDT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.