Bank Julius Baer & Co
MDT icon

Bank Julius Baer & Co’s Medtronic MDT Stock Holding History

Bank Julius Baer & Co’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 		$85.9M Sell
994,838
-4,800
-0.5% -$460K 0.26% 80
2025
Q4 		$96.2M Buy
999,638
+18,264
+2% +$1.77M 0.27% 83
2025
Q3 		$93.5M Buy
981,374
+14,704
+2% +$1.35M 0.26% 84
2025
Q2 		$84.3M Buy
966,670
+7,499
+0.8% +$636K 0.25% 89
2025
Q1 		$85.4M Buy
959,171
+65,085
+7% +$5.82M 0.28% 90
2024
Q4 		$76M Buy
894,086
+568,107
+174% +$49.2M 0.23% 94
2024
Q3 		$29.4M Buy
325,979
+600
+0.2% +$50.5K 0.1% 110
2024
Q2 		$25.6M Buy
325,379
+9,100
+3% +$746K 0.1% 107
2024
Q1 		$27.5M Sell
316,279
-1,199
-0.4% -$102K 0.11% 111
2023
Q4 		$26.2M Buy
+317,478
New +$24.2M 0.11% 119
2023
Q3 		– Sell
-4,473
Closed -$394K – 548
2023
Q2 		$394K Buy
4,473
+4,253
+1,933% +$366K ﹤0.01% 362
2023
Q1 		$18K Hold
220
– – ﹤0.01% 553
2022
Q4 		$17K Hold
220
– – ﹤0.01% 542
2022
Q3 		$18K Hold
220
– – ﹤0.01% 540
2022
Q2 		$20K Hold
220
– – ﹤0.01% 570
2022
Q1 		$24K Sell
220
-202
-48% -$21.3K ﹤0.01% 551
2021
Q4 		$44K Buy
422
+222
+111% +$25.7K ﹤0.01% 667
2021
Q3 		$25K Sell
200
-1
-0.5% -$129 ﹤0.01% 733
2021
Q2 		$25K Sell
201
-297
-60% -$37.3K ﹤0.01% 743
2021
Q1 		$59K Sell
498
-2,268
-82% -$266K ﹤0.01% 657
2020
Q4 		$324K Buy
2,766
+2,566
+1,283% +$282K ﹤0.01% 505
2020
Q3 		$21K Hold
200
– – ﹤0.01% 654
2020
Q2 		$18K Sell
200
-391
-66% -$37.5K ﹤0.01% 610
2020
Q1 		$53K Buy
+591
New +$62.9K ﹤0.01% 542

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

Bank Julius Baer & Co's MDT Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Medtronic (MDT) stake by 0.48% in Q1 2026, selling an estimated $460K and leaving 994,838 shares worth $85.9M. The position accounts for 0.26% of the portfolio, ranked #80.

Bank Julius Baer & Co first reported a position in MDT in Q1 2020 and has held it in 24 quarters since. The position peaked at $96.2M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Bank Julius Baer & Co held 994,838 shares of Medtronic worth $85.9M as of Q1 2026.
  • Bank Julius Baer & Co sold 4,800 Medtronic shares in Q1 2026, an estimated $460K.
  • Medtronic made up 0.26% of Bank Julius Baer & Co's portfolio in Q1 2026, its #80 holding.
  • Bank Julius Baer & Co first reported a position in Medtronic in Q1 2020 and has held it in 24 quarters since.
  • Bank Julius Baer & Co's Medtronic position peaked at $96.2M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.