Baker Avenue Asset Management’s Medtronic MDT Stock Holding History

Baker Avenue Asset Management’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	$279K	Sell	3,216 -3,647	-53%	-$349K	0.01%	629
2025 Q4	$659K	Sell	6,863 -1,149	-14%	-$112K	0.02%	317
2025 Q3	$763K	Buy	8,012 +2,752	+52%	+$253K	0.02%	283
2025 Q2	$458K	Buy	5,260 +702	+15%	+$59.5K	0.01%	311
2025 Q1	$410K	Buy	4,558 +136	+3%	+$12.2K	0.01%	324
2024 Q4	$353K	Buy	4,422 +338	+8%	+$29.3K	0.01%	337
2024 Q3	$368K	Buy	4,084 +450	+12%	+$37.9K	0.01%	325
2024 Q2	$286K	Buy	+3,634	New	+$298K	0.01%	318
2023 Q4	–	Sell	-691	Closed	-$54.1K	–	1036
2023 Q3	$54.1K	Buy	691 +296	+75%	+$24.8K	﹤0.01%	508
2023 Q2	$34.8K	Sell	395 -822	-68%	-$70.8K	﹤0.01%	571
2023 Q1	$98.1K	Buy	1,217 +883	+264%	+$72K	0.01%	436
2022 Q4	$26K	Buy	+334	New	+$27.1K	﹤0.01%	576

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

Baker Avenue Asset Management's MDT Position: Q1 2026 in Review

Baker Avenue Asset Management reduced its Medtronic (MDT) stake by 53% in Q1 2026, selling an estimated $349K and leaving 3,216 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #629.

Baker Avenue Asset Management first reported a position in MDT in Q4 2022 and has held it in 12 quarters since. The position peaked at $763K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Baker Avenue Asset Management held 3,216 shares of Medtronic worth $279K as of Q1 2026.
Baker Avenue Asset Management sold 3,647 Medtronic shares in Q1 2026, an estimated $349K.
Medtronic made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #629 holding.
Baker Avenue Asset Management first reported a position in Medtronic in Q4 2022 and has held it in 12 quarters since.
Baker Avenue Asset Management's Medtronic position peaked at $763K in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.