AssuredPartners Investment Advisors’s Medtronic MDT Stock Holding History

AssuredPartners Investment 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	$529K	Sell	6,135 -2,072	-25%	-$198K	0.06%	243
2025 Q4	$788K	Buy	8,207 +5,506	+204%	+$535K	0.12%	164
2025 Q3	$257K	Buy	+2,701	New	+$248K	0.06%	224
2025 Q2	–	Sell	-11,555	Closed	-$1.04M	–	300
2025 Q1	$1.04M	Buy	11,555 +34	+0.3%	+$3.04K	0.2%	123
2024 Q4	$920K	Buy	+11,521	New	+$997K	0.18%	129

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

AssuredPartners Investment Advisors's MDT Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Medtronic (MDT) stake by 25% in Q1 2026, selling an estimated $198K and leaving 6,135 shares worth $529K. The position accounts for 0.06% of the portfolio, ranked #243.

AssuredPartners Investment Advisors first reported a position in MDT in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

AssuredPartners Investment Advisors held 6,135 shares of Medtronic worth $529K as of Q1 2026.
AssuredPartners Investment Advisors sold 2,072 Medtronic shares in Q1 2026, an estimated $198K.
Medtronic made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #243 holding.
AssuredPartners Investment Advisors first reported a position in Medtronic in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Medtronic position peaked at $1.04M in Q1 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.