ALPS Advisors’s Medtronic MDT Stock Holding History

ALPS 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	$1.52M	Sell	17,564 -1,267	-7%	-$121K	0.01%	457
2025 Q4	$1.81M	Sell	18,831 -84	-0.4%	-$8.16K	0.01%	410
2025 Q3	$1.8M	Sell	18,915 -8,377	-31%	-$770K	0.01%	403
2025 Q2	$2.38M	Sell	27,292 -135	-0.5%	-$11.4K	0.01%	340
2025 Q1	$2.46M	Buy	27,427 +290	+1%	+$25.9K	0.01%	317
2024 Q4	$2.17M	Sell	27,137 -90	-0.3%	-$7.79K	0.01%	337
2024 Q3	$2.45M	Sell	27,227 -22,385	-45%	-$1.88M	0.02%	324
2024 Q2	$3.9M	Hold	49,612	–	–	0.03%	255
2024 Q1	$4.32M	Buy	49,612 +648	+1%	+$55.3K	0.03%	248
2023 Q4	$4.03M	Sell	48,964 -281,860	-85%	-$21.5M	0.03%	244
2023 Q3	$25.9M	Buy	330,824 +22,727	+7%	+$1.9M	0.22%	53
2023 Q2	$27.1M	Sell	308,097 -41,599	-12%	-$3.58M	0.24%	59
2023 Q1	$28.2M	Sell	349,696 -4,479	-1%	-$365K	0.25%	60
2022 Q4	$27.5M	Buy	354,175 +318,789	+901%	+$25.8M	0.25%	55
2022 Q3	$2.86M	Sell	35,386 -7,539	-18%	-$678K	0.03%	233
2022 Q2	$3.85M	Buy	+42,925	New	+$4.35M	0.04%	205
2021 Q4	–	Sell	-3,458	Closed	-$433K	–	940
2021 Q3	$433K	Buy	3,458 +385	+13%	+$49.8K	﹤0.01%	516
2021 Q2	$381K	Buy	+3,073	New	+$386K	﹤0.01%	608
2020 Q2	–	Sell	-21,760	Closed	-$1.96M	–	812
2020 Q1	$1.96M	Buy	21,760 +729	+3%	+$77.6K	0.03%	213
2019 Q4	$2.39M	Sell	21,031 -1,010	-5%	-$111K	0.02%	212
2019 Q3	$2.39M	Buy	22,041 +14,952	+211%	+$1.56M	0.02%	198
2019 Q2	$690K	Buy	+7,089	New	+$647K	0.01%	459
2019 Q1	–	Sell	-34,096	Closed	-$3.1M	–	963
2018 Q4	$3.1M	Buy	+34,096	New	+$3.19M	0.02%	190
2018 Q3	–	Sell	-14,104	Closed	-$1.21M	–	1034
2018 Q2	$1.21M	Buy	14,104 +1,218	+9%	+$102K	0.01%	298
2018 Q1	$1.03M	Buy	+12,886	New	+$1.06M	0.01%	307

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

ALPS Advisors's MDT Position: Q1 2026 in Review

ALPS Advisors reduced its Medtronic (MDT) stake by 6.7% in Q1 2026, selling an estimated $121K and leaving 17,564 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #457.

ALPS Advisors first reported a position in MDT in Q1 2018 and has held it in 25 quarters since. The position peaked at $28.2M in Q1 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

ALPS Advisors held 17,564 shares of Medtronic worth $1.52M as of Q1 2026.
ALPS Advisors sold 1,267 Medtronic shares in Q1 2026, an estimated $121K.
Medtronic made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #457 holding.
ALPS Advisors first reported a position in Medtronic in Q1 2018 and has held it in 25 quarters since.
ALPS Advisors's Medtronic position peaked at $28.2M in Q1 2023.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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