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Berkeley Capital Partners’s Medtronic MDT Stock Holding History

Berkeley Capital Partners’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 		$2.36M Sell
27,259
-943
-3% -$90.3K 0.55% 32
2025
Q4 		$2.71M Sell
28,202
-3,792
-12% -$368K 0.64% 24
2025
Q3 		$3.05M Buy
31,994
+376
+1% +$34.6K 0.72% 22
2025
Q2 		$2.76M Buy
31,618
+361
+1% +$30.6K 0.7% 22
2025
Q1 		$2.81M Buy
31,257
+12,061
+63% +$1.08M 0.77% 21
2024
Q4 		$1.53M Sell
19,196
-10,271
-35% -$889K 0.43% 44
2024
Q3 		$2.65M Buy
29,467
+1,838
+7% +$155K 0.76% 20
2024
Q2 		$2.17M Buy
27,629
+1,446
+6% +$119K 0.65% 25
2024
Q1 		$2.28M Buy
26,183
+6,996
+36% +$597K 0.7% 23
2023
Q4 		$1.58M Buy
19,187
+797
+4% +$60.7K 0.52% 31
2023
Q3 		$1.44M Buy
18,390
+395
+2% +$33.1K 0.52% 36
2023
Q2 		$1.59M Buy
17,995
+1,165
+7% +$100K 0.56% 35
2023
Q1 		$1.36M Buy
16,830
+1,471
+10% +$120K 0.5% 39
2022
Q4 		$1.19M Buy
15,359
+3,343
+28% +$271K 0.46% 43
2022
Q3 		$970K Buy
12,016
+3,146
+35% +$283K 0.42% 47
2022
Q2 		$796K Buy
8,870
+1,721
+24% +$174K 0.33% 57
2022
Q1 		$793K Buy
7,149
+4,115
+136% +$435K 0.32% 64
2021
Q4 		$314K Buy
3,034
+1,034
+52% +$120K 0.13% 106
2021
Q3 		$251K Buy
2,000
+105
+6% +$13.6K 0.12% 116
2021
Q2 		$235K Sell
1,895
-154
-8% -$19.3K 0.1% 125
2021
Q1 		$242K Hold
2,049
– – 0.12% 111
2020
Q4 		$240K Buy
+2,049
New +$226K 0.12% 107

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

Berkeley Capital Partners's MDT Position: Q1 2026 in Review

Berkeley Capital Partners reduced its Medtronic (MDT) stake by 3.3% in Q1 2026, selling an estimated $90.3K and leaving 27,259 shares worth $2.36M. The position accounts for 0.55% of the portfolio, ranked #32.

Berkeley Capital Partners first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.05M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Berkeley Capital Partners held 27,259 shares of Medtronic worth $2.36M as of Q1 2026.
  • Berkeley Capital Partners sold 943 Medtronic shares in Q1 2026, an estimated $90.3K.
  • Medtronic made up 0.55% of Berkeley Capital Partners's portfolio in Q1 2026, its #32 holding.
  • Berkeley Capital Partners first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • Berkeley Capital Partners's Medtronic position peaked at $3.05M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.