Bedell Frazier Investment Counselling’s Medtronic MDT Stock Holding History

Bedell Frazier Investment Counselling’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	$389K	Buy	4,492 +473	+12%	+$45.3K	0.08%	100
2025 Q4	$386K	Buy	4,019 +722	+22%	+$70.1K	0.07%	103
2025 Q3	$314K	Buy	3,297 +1,000	+44%	+$91.9K	0.06%	107
2025 Q2	$200K	Sell	2,297 -110	-5%	-$9.33K	0.05%	110
2025 Q1	$216K	Sell	2,407 -1,300	-35%	-$116K	0.06%	99
2024 Q4	$296K	Sell	3,707 -1,580	-30%	-$137K	0.07%	95
2024 Q3	$476K	Sell	5,287 -389	-7%	-$32.7K	0.11%	81
2024 Q2	$447K	Sell	5,676 -92	-2%	-$7.54K	0.11%	80
2024 Q1	$503K	Sell	5,768 -225	-4%	-$19.2K	0.13%	78
2023 Q4	$494K	Sell	5,993 -1,015	-14%	-$77.4K	0.14%	71
2023 Q3	$549K	Hold	7,008	–	–	0.16%	66
2023 Q2	$617K	Buy	7,008 +40	+0.6%	+$3.44K	0.18%	61
2023 Q1	$562K	Sell	6,968 -460	-6%	-$37.5K	0.16%	67
2022 Q4	$577K	Sell	7,428 -475	-6%	-$38.5K	0.15%	70
2022 Q3	$638K	Buy	+7,903	New	+$710K	0.18%	67

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Bedell Frazier Investment Counselling's MDT Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its Medtronic (MDT) stake by 12% in Q1 2026, buying an estimated $45.3K and bringing the position to 4,492 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #100.

Bedell Frazier Investment Counselling first reported a position in MDT in Q3 2022 and has held it in 15 quarters since. The position peaked at $638K in Q3 2022. 2,239 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Bedell Frazier Investment Counselling held 4,492 shares of Medtronic worth $389K as of Q1 2026.
Bedell Frazier Investment Counselling bought 473 Medtronic shares in Q1 2026, an estimated $45.3K.
Medtronic made up 0.08% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #100 holding.
Bedell Frazier Investment Counselling first reported a position in Medtronic in Q3 2022 and has held it in 15 quarters since.
Bedell Frazier Investment Counselling's Medtronic position peaked at $638K in Q3 2022.
2,239 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.