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Berger Financial Group’s Medtronic MDT Stock Holding History

Berger Financial Group’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 		$1.56M Hold
18,052
– – 0.09% 167
2025
Q4 		$1.73M Sell
18,052
-991
-5% -$96.3K 0.1% 157
2025
Q3 		$1.81M Sell
19,043
-508
-3% -$46.7K 0.11% 150
2025
Q2 		$1.7M Sell
19,551
-405
-2% -$34.3K 0.11% 148
2025
Q1 		$1.79M Sell
19,956
-444
-2% -$39.7K 0.12% 129
2024
Q4 		$1.63M Sell
20,400
-2,467
-11% -$214K 0.11% 135
2024
Q3 		$2.06M Sell
22,867
-464
-2% -$39K 0.15% 119
2024
Q2 		$1.84M Sell
23,331
-2,603
-10% -$213K 0.15% 117
2024
Q1 		$2.26M Sell
25,934
-1,236
-5% -$105K 0.19% 111
2023
Q4 		$2.24M Sell
27,170
-16,869
-38% -$1.29M 0.23% 96
2023
Q3 		$3.45M Sell
44,039
-3,080
-7% -$258K 0.4% 78
2023
Q2 		$4.15M Sell
47,119
-74
-0.2% -$6.37K 0.47% 70
2023
Q1 		$3.8M Buy
47,193
+499
+1% +$40.7K 0.46% 73
2022
Q4 		$3.63M Buy
46,694
+1,480
+3% +$120K 0.48% 65
2022
Q3 		$3.65M Buy
45,214
+40,211
+804% +$3.61M 0.54% 55
2022
Q2 		$4.49M Sell
5,003
-45,413
-90% -$4.6M 0.66% 44
2022
Q1 		$5.59M Sell
50,416
-6,256
-11% -$661K 0.71% 31
2021
Q4 		$5.86M Buy
56,672
+1,504
+3% +$174K 0.78% 34
2021
Q3 		$6.92M Sell
55,168
-2,821
-5% -$365K 1.25% 19
2021
Q2 		$7.2M Sell
57,989
-21
-0% -$2.64K 1.3% 17
2021
Q1 		$6.85M Buy
58,010
+375
+0.7% +$44K 1.49% 15
2020
Q4 		$6.75M Buy
+57,635
New +$6.34M 1.18% 20

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

Berger Financial Group's MDT Position: Q1 2026 in Review

Berger Financial Group held its Medtronic (MDT) position steady in Q1 2026 at 18,052 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #167.

Berger Financial Group first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.2M in Q2 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Berger Financial Group held 18,052 shares of Medtronic worth $1.56M as of Q1 2026.
  • Berger Financial Group left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.09% of Berger Financial Group's portfolio in Q1 2026, its #167 holding.
  • Berger Financial Group first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Medtronic position peaked at $7.2M in Q2 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.