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Addison Advisors’s Medtronic MDT Stock Holding History

Addison Advisors’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$209K Sell
2,412
-82
-3% -$7.86K 0.05% 219
2025
Q4 		$240K Buy
2,494
+52
+2% +$5.05K 0.05% 191
2025
Q3 		$233K Sell
2,442
-57
-2% -$5.24K 0.05% 200
2025
Q2 		$218K Sell
2,499
-76
-3% -$6.45K 0.05% 204
2025
Q1 		$231K Buy
2,575
+196
+8% +$17.5K 0.06% 184
2024
Q4 		$190K Sell
2,379
-343
-13% -$29.7K 0.05% 214
2024
Q3 		$245K Sell
2,722
-42
-2% -$3.53K 0.07% 187
2024
Q2 		$218K Buy
2,764
+292
+12% +$23.9K 0.07% 179
2024
Q1 		$215K Buy
2,472
+88
+4% +$7.51K 0.07% 177
2023
Q4 		$196K Sell
2,384
-296
-11% -$22.6K 0.08% 181
2023
Q3 		$210K Buy
2,680
+67
+3% +$5.61K 0.1% 146
2023
Q2 		$230K Buy
2,613
+49
+2% +$4.22K 0.11% 138
2023
Q1 		$207K Buy
2,564
+279
+12% +$22.7K 0.12% 137
2022
Q4 		$178K Buy
2,285
+114
+5% +$9.24K 0.11% 142
2022
Q3 		$175K Buy
2,171
+1,296
+148% +$116K 0.11% 130
2022
Q2 		$79K Sell
875
-1,008
-54% -$102K 0.05% 215
2022
Q1 		$209K Buy
1,883
+1,701
+935% +$180K 0.11% 130
2021
Q4 		$19K Buy
182
+79
+77% +$9.15K 0.01% 348
2021
Q3 		$13K Buy
103
+8
+8% +$1.03K 0.01% 293
2021
Q2 		$12K Buy
+95
New +$11.9K 0.01% 292
2020
Q4 		$11K Buy
+95
New +$10.5K 0.01% 283

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Addison Advisors's MDT Position: Q1 2026 in Review

Addison Advisors reduced its Medtronic (MDT) stake by 3.3% in Q1 2026, selling an estimated $7.86K and leaving 2,412 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #219.

Addison Advisors first reported a position in MDT in Q4 2020 and has held it in 21 quarters since. The position peaked at $245K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Addison Advisors held 2,412 shares of Medtronic worth $209K as of Q1 2026.
  • Addison Advisors sold 82 Medtronic shares in Q1 2026, an estimated $7.86K.
  • Medtronic made up 0.05% of Addison Advisors's portfolio in Q1 2026, its #219 holding.
  • Addison Advisors first reported a position in Medtronic in Q4 2020 and has held it in 21 quarters since.
  • Addison Advisors's Medtronic position peaked at $245K in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.