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Balanced Rock Investment Advisors’s Medtronic MDT Stock Holding History

Balanced Rock 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 		$332K Sell
3,827
-51
-1% -$4.89K 0.23% 76
2025
Q4 		$373K Sell
3,878
-270
-7% -$26.2K 0.26% 72
2025
Q3 		$395K Sell
4,148
-246
-6% -$22.6K 0.29% 70
2025
Q2 		$383K Sell
4,394
-48
-1% -$4.07K 0.3% 70
2025
Q1 		$399K Sell
4,442
-144
-3% -$12.9K 0.32% 61
2024
Q4 		$366K Sell
4,586
-623
-12% -$53.9K 0.29% 64
2024
Q3 		$469K Sell
5,209
-44
-0.8% -$3.7K 0.37% 54
2024
Q2 		$413K Sell
5,253
-121
-2% -$9.92K 0.35% 60
2024
Q1 		$468K Sell
5,374
-665
-11% -$56.8K 0.4% 54
2023
Q4 		$497K Buy
+6,039
New +$460K 0.44% 58

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

Balanced Rock Investment Advisors's MDT Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its Medtronic (MDT) stake by 1.3% in Q1 2026, selling an estimated $4.89K and leaving 3,827 shares worth $332K. The position accounts for 0.23% of the portfolio, ranked #76.

Balanced Rock Investment Advisors first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $497K in Q4 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Balanced Rock Investment Advisors held 3,827 shares of Medtronic worth $332K as of Q1 2026.
  • Balanced Rock Investment Advisors sold 51 Medtronic shares in Q1 2026, an estimated $4.89K.
  • Medtronic made up 0.23% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • Balanced Rock Investment Advisors first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
  • Balanced Rock Investment Advisors's Medtronic position peaked at $497K in Q4 2023.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.