Alpha Family Trust’s Medtronic MDT Stock Holding History

Alpha Family Trust’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	$314K	Hold	3,620	–	–	0.15%	131
2025 Q4	$348K	Hold	3,620	–	–	0.16%	112
2025 Q3	$345K	Hold	3,620	–	–	0.16%	112
2025 Q2	$316K	Hold	3,620	–	–	0.16%	124
2025 Q1	$325K	Hold	3,620	–	–	0.19%	108
2024 Q4	$289K	Hold	3,620	–	–	0.16%	108
2024 Q3	$326K	Hold	3,620	–	–	0.18%	95
2024 Q2	$285K	Hold	3,620	–	–	0.17%	108
2024 Q1	$315K	Hold	3,620	–	–	0.19%	98
2023 Q4	$298K	Hold	3,620	–	–	0.2%	94
2023 Q3	$284K	Buy	3,620 +300	+9%	+$25.1K	0.22%	89
2023 Q2	$292K	Hold	3,320	–	–	0.2%	81
2023 Q1	$268K	Buy	+3,320	New	+$271K	0.21%	90

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

Alpha Family Trust's MDT Position: Q1 2026 in Review

Alpha Family Trust held its Medtronic (MDT) position steady in Q1 2026 at 3,620 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #131.

Alpha Family Trust first reported a position in MDT in Q1 2023 and has held it in 13 quarters since. The position peaked at $348K in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Alpha Family Trust held 3,620 shares of Medtronic worth $314K as of Q1 2026.
Alpha Family Trust left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.15% of Alpha Family Trust's portfolio in Q1 2026, its #131 holding.
Alpha Family Trust first reported a position in Medtronic in Q1 2023 and has held it in 13 quarters since.
Alpha Family Trust's Medtronic position peaked at $348K in Q4 2025.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.