Albert D. Mason Inc’s Medtronic MDT Stock Holding History

Albert D. Mason Inc’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	–	Sell	-2,176	Closed	-$209K	–	134
2025 Q4	$209K	Hold	2,176	–	–	0.14%	126
2025 Q3	$207K	Buy	+2,176	New	+$200K	0.13%	132
2024 Q1	–	Sell	-2,464	Closed	-$203K	–	155
2023 Q4	$203K	Buy	+2,464	New	+$188K	0.13%	144
2023 Q3	–	Sell	-2,464	Closed	-$217K	–	155
2023 Q2	$217K	Buy	+2,464	New	+$212K	0.15%	140
2022 Q4	–	Sell	-2,564	Closed	-$207K	–	154
2022 Q3	$207K	Hold	2,564	–	–	0.17%	137
2022 Q2	$230K	Hold	2,564	–	–	0.17%	134
2022 Q1	$284K	Buy	+2,564	New	+$271K	0.18%	135

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Albert D. Mason Inc's MDT Position: Q1 2026 in Review

Albert D. Mason Inc sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,176 shares — an estimated $209K sold.

Albert D. Mason Inc first reported a position in MDT in Q1 2022 and held it in 7 quarters. The position peaked at $284K in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Albert D. Mason Inc reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Albert D. Mason Inc sold 2,176 Medtronic shares in Q1 2026, an estimated $209K.
Albert D. Mason Inc first reported a position in Medtronic in Q1 2022 and held it in 7 quarters.
Albert D. Mason Inc's Medtronic position peaked at $284K in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Albert D. Mason Inc's 13F filing for Q1 2026, filed 15 Apr 2026.