Aljian Capital Management’s Medtronic MDT Stock Holding History

Aljian Capital Management’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	$440K	Buy	5,082 +66	+1%	+$6.32K	0.09%	95
2025 Q4	$482K	Sell	5,016 -55	-1%	-$5.34K	0.1%	82
2025 Q3	$483K	Hold	5,071	–	–	0.1%	86
2025 Q2	$442K	Sell	5,071 -31	-0.6%	-$2.63K	0.1%	89
2025 Q1	$458K	Hold	5,102	–	–	0.11%	86
2024 Q4	$408K	Sell	5,102 -7	-0.1%	-$606	0.09%	87
2024 Q3	$460K	Buy	+5,109	New	+$430K	0.11%	81
2022 Q2	–	Sell	-2,150	Closed	-$242K	–	57
2022 Q1	$242K	Hold	2,150	–	–	0.1%	55
2021 Q4	$222K	Hold	2,150	–	–	0.08%	58
2021 Q3	$271K	Hold	2,150	–	–	0.12%	50
2021 Q2	$267K	Sell	2,150 -100	-4%	-$12.6K	0.11%	51
2021 Q1	$266K	Hold	2,250	–	–	0.13%	54
2020 Q4	$264K	Hold	2,250	–	–	0.13%	46
2020 Q3	$233K	Buy	+2,250	New	+$226K	0.13%	44
2020 Q1	–	Sell	-2,150	Closed	-$244K	–	48
2019 Q4	$244K	Hold	2,150	–	–	0.18%	46
2019 Q3	$234K	Hold	2,150	–	–	0.19%	45
2019 Q2	$209K	Buy	+2,150	New	+$196K	0.17%	52

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

Aljian Capital Management's MDT Position: Q1 2026 in Review

Aljian Capital Management increased its Medtronic (MDT) stake by 1.3% in Q1 2026, buying an estimated $6.32K and bringing the position to 5,082 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #95.

Aljian Capital Management first reported a position in MDT in Q2 2019 and has held it in 17 quarters since. The position peaked at $483K in Q3 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Aljian Capital Management held 5,082 shares of Medtronic worth $440K as of Q1 2026.
Aljian Capital Management bought 66 Medtronic shares in Q1 2026, an estimated $6.32K.
Medtronic made up 0.09% of Aljian Capital Management's portfolio in Q1 2026, its #95 holding.
Aljian Capital Management first reported a position in Medtronic in Q2 2019 and has held it in 17 quarters since.
Aljian Capital Management's Medtronic position peaked at $483K in Q3 2025.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.