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Badgley Phelps Wealth Managers’s Medtronic MDT Stock Holding History

Badgley Phelps Wealth Managers’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 		$20M Buy
229,003
+2,334
+1% +$224K 0.4% 68
2025
Q4 		$21.9M Buy
226,669
+2,181
+1% +$212K 0.4% 63
2025
Q3 		$21.5M Buy
224,488
+331
+0.1% +$30.4K 0.45% 58
2025
Q2 		$19.7M Buy
224,157
+1,983
+0.9% +$168K 0.44% 61
2025
Q1 		$20.1M Buy
222,174
+16,467
+8% +$1.47M 0.49% 56
2024
Q4 		$16.6M Sell
205,707
-39,118
-16% -$3.39M 0.39% 74
2024
Q3 		$22.2M Buy
244,825
+1,336
+0.5% +$112K 0.52% 56
2024
Q2 		$19.3M Buy
243,489
+185
+0.1% +$15.2K 0.48% 64
2024
Q1 		$21.4M Buy
243,304
+32,341
+15% +$2.76M 0.53% 61
2023
Q4 		$17.5M Sell
210,963
-19,295
-8% -$1.47M 0.48% 65
2023
Q3 		$18M Buy
230,258
+5,686
+3% +$476K 0.61% 57
2023
Q2 		$19.8M Buy
224,572
+14,554
+7% +$1.25M 0.65% 50
2023
Q1 		$16.9M Buy
210,018
+8,247
+4% +$672K 0.62% 55
2022
Q4 		$15.7M Sell
201,771
-15,752
-7% -$1.28M 0.63% 57
2022
Q3 		$17.6M Buy
217,523
+2,711
+1% +$244K 0.75% 41
2022
Q2 		$19.3M Sell
214,812
-569
-0.3% -$57.7K 0.79% 41
2022
Q1 		$23.9M Buy
215,381
+10,123
+5% +$1.07M 0.83% 40
2021
Q4 		$21.2M Sell
205,258
-4,702
-2% -$544K 0.69% 51
2021
Q3 		$26.3M Buy
+209,960
New +$27.2M 0.96% 35

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Badgley Phelps Wealth Managers's MDT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Medtronic (MDT) stake by 1% in Q1 2026, buying an estimated $224K and bringing the position to 229,003 shares worth $20M. The position accounts for 0.4% of the portfolio, ranked #68.

Badgley Phelps Wealth Managers first reported a position in MDT in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.3M in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Badgley Phelps Wealth Managers held 229,003 shares of Medtronic worth $20M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 2,334 Medtronic shares in Q1 2026, an estimated $224K.
  • Medtronic made up 0.4% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #68 holding.
  • Badgley Phelps Wealth Managers first reported a position in Medtronic in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Medtronic position peaked at $26.3M in Q3 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.