Ancora Advisors’s Medtronic MDT Stock Holding History

Ancora 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	$3.2M	Buy	36,910 +18	+0%	+$1.72K	0.07%	220
2025 Q4	$3.54M	Buy	36,892 +560	+2%	+$54.4K	0.07%	217
2025 Q3	$3.46M	Sell	36,332 -4,068	-10%	-$374K	0.07%	212
2025 Q2	$3.52M	Sell	40,400 -2,475	-6%	-$210K	0.07%	213
2025 Q1	$3.85M	Sell	42,875 -32	-0.1%	-$2.86K	0.09%	196
2024 Q4	$3.43M	Sell	42,907 -919	-2%	-$79.6K	0.08%	208
2024 Q3	$3.95M	Sell	43,826 -1,552	-3%	-$131K	0.09%	193
2024 Q2	$3.57M	Buy	45,378 +2,145	+5%	+$176K	0.09%	200
2024 Q1	$3.77M	Sell	43,233 -545	-1%	-$46.5K	0.09%	193
2023 Q4	$3.61M	Sell	43,778 -5,247	-11%	-$400K	0.08%	197
2023 Q3	$3.84M	Buy	49,025 +4	+0%	+$335	0.1%	177
2023 Q2	$4.32M	Buy	49,021 +586	+1%	+$50.4K	0.11%	157
2023 Q1	$3.9M	Buy	48,435 +4,219	+10%	+$344K	0.11%	159
2022 Q4	$3.44M	Sell	44,216 -126,798	-74%	-$10.3M	0.1%	182
2022 Q3	$13.8M	Buy	171,014 +6,360	+4%	+$572K	0.43%	49
2022 Q2	$14.8M	Buy	164,654 +5,226	+3%	+$530K	0.42%	53
2022 Q1	$17.7M	Sell	159,428 -1,969	-1%	-$208K	0.43%	55
2021 Q4	$16.7M	Buy	161,397 +981	+0.6%	+$114K	0.4%	56
2021 Q3	$20.1M	Buy	160,416 +4,630	+3%	+$599K	0.52%	47
2021 Q2	$19.3M	Sell	155,786 -227	-0.1%	-$28.5K	0.51%	52
2021 Q1	$18.4M	Buy	156,013 +3,882	+3%	+$455K	0.51%	50
2020 Q4	$17.8M	Buy	152,131 +2,573	+2%	+$283K	0.57%	46
2020 Q3	$15.5M	Buy	149,558 +6,120	+4%	+$615K	0.62%	43
2020 Q2	$13.2M	Buy	143,438 +2,946	+2%	+$282K	0.55%	46
2020 Q1	$12.7M	Buy	140,492 +13,753	+11%	+$1.46M	0.59%	44
2019 Q4	$14.4M	Buy	126,739 +5,473	+5%	+$601K	0.54%	48
2019 Q3	$13.2M	Buy	121,266 +4,692	+4%	+$490K	0.57%	49
2019 Q2	$11.4M	Buy	116,574 +5,935	+5%	+$542K	0.51%	64
2019 Q1	$10.1M	Buy	110,639 +5,544	+5%	+$496K	0.46%	70
2018 Q4	$9.56M	Buy	105,095 +3,236	+3%	+$302K	0.46%	71
2018 Q3	$10M	Buy	101,859 +21,762	+27%	+$2.01M	0.39%	87
2018 Q2	$6.86M	Buy	80,097 +5,986	+8%	+$500K	0.3%	117
2018 Q1	$5.95M	Buy	74,111 +10,608	+17%	+$875K	0.27%	120
2017 Q4	$5.13M	Buy	63,503 +10,351	+19%	+$829K	0.27%	116
2017 Q3	$4.13M	Buy	53,152 +5,871	+12%	+$487K	0.24%	130
2017 Q2	$4.2M	Buy	47,281 +2,017	+4%	+$170K	0.27%	121
2017 Q1	$3.65M	Buy	45,264 +2,025	+5%	+$158K	0.25%	129
2016 Q4	$3.08M	Buy	43,239 +1,997	+5%	+$157K	0.22%	147
2016 Q3	$3.56M	Buy	41,242 +9,030	+28%	+$787K	0.36%	81
2016 Q2	$2.79M	Buy	32,212 +977	+3%	+$79K	0.33%	83
2016 Q1	$2.34M	Buy	31,235 +1,015	+3%	+$76.4K	0.29%	95
2015 Q4	$2.33M	Buy	30,220 +1,750	+6%	+$132K	0.3%	89
2015 Q3	$1.91M	Buy	28,470 +425	+2%	+$31.3K	0.25%	111
2015 Q2	$2.08M	Buy	+28,045	New	+$2.14M	0.24%	115
2015 Q1	–	Sell	-25,645	Closed	-$1.94M	–	100
2014 Q4	$1.85M	Buy	25,645 +7,150	+39%	+$497K	0.23%	118
2014 Q3	$1.15M	Sell	18,495 -1,500	-8%	-$95.4K	0.15%	177
2014 Q2	$1.27M	Buy	19,995 +4,100	+26%	+$249K	0.17%	165
2014 Q1	$978K	Buy	15,895 +5,500	+53%	+$320K	0.14%	189
2013 Q4	$597K	Buy	10,395 +615	+6%	+$34.9K	0.09%	245
2013 Q3	$521K	Hold	9,780	–	–	0.09%	237
2013 Q2	$503K	Buy	+9,780	New	+$483K	0.09%	248

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

Ancora Advisors's MDT Position: Q1 2026 in Review

Ancora Advisors increased its Medtronic (MDT) stake by 0.05% in Q1 2026, buying an estimated $1.72K and bringing the position to 36,910 shares worth $3.2M. The position accounts for 0.07% of the portfolio, ranked #220.

Ancora Advisors first reported a position in MDT in Q2 2013 and has held it in 51 quarters since. The position peaked at $20.1M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Ancora Advisors held 36,910 shares of Medtronic worth $3.2M as of Q1 2026.
Ancora Advisors bought 18 Medtronic shares in Q1 2026, an estimated $1.72K.
Medtronic made up 0.07% of Ancora Advisors's portfolio in Q1 2026, its #220 holding.
Ancora Advisors first reported a position in Medtronic in Q2 2013 and has held it in 51 quarters since.
Ancora Advisors's Medtronic position peaked at $20.1M in Q3 2021.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.