Alta Advisers’s Medtronic MDT Stock Holding History

Alta Advisers’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	$432K	Hold	4,985	–	–	0.16%	96
2025 Q4	$479K	Sell	4,985 -1,300	-21%	-$126K	0.17%	90
2025 Q3	$599K	Hold	6,285	–	–	0.18%	93
2025 Q2	$548K	Hold	6,285	–	–	0.2%	96
2025 Q1	$565K	Buy	6,285 +2,100	+50%	+$188K	0.24%	86
2024 Q4	$334K	Buy	4,185 +685	+20%	+$59.3K	0.21%	94
2024 Q3	$315K	Hold	3,500	–	–	0.14%	85
2024 Q2	$275K	Hold	3,500	–	–	0.13%	91
2024 Q1	$305K	Hold	3,500	–	–	0.15%	82
2023 Q4	$288K	Hold	3,500	–	–	0.15%	79
2023 Q3	$274K	Hold	3,500	–	–	0.16%	75
2023 Q2	$308K	Hold	3,500	–	–	0.17%	70
2023 Q1	$282K	Hold	3,500	–	–	0.17%	73
2022 Q4	$272K	Hold	3,500	–	–	0.16%	76
2022 Q3	$283K	Buy	+3,500	New	+$315K	0.18%	63

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

Alta Advisers's MDT Position: Q1 2026 in Review

Alta Advisers held its Medtronic (MDT) position steady in Q1 2026 at 4,985 shares worth $432K. The position accounts for 0.16% of the portfolio, ranked #96.

Alta Advisers first reported a position in MDT in Q3 2022 and has held it in 15 quarters since. The position peaked at $599K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Alta Advisers held 4,985 shares of Medtronic worth $432K as of Q1 2026.
Alta Advisers left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.16% of Alta Advisers's portfolio in Q1 2026, its #96 holding.
Alta Advisers first reported a position in Medtronic in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Medtronic position peaked at $599K in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.