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Boreal Capital Management’s Medtronic MDT Stock Holding History

Boreal Capital Management’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 		$69.1K Hold
791
– – 0.06% 172
2025
Q4 		$76.5K Buy
+791
New +$76.8K 0.06% 174
2025
Q3 		– Sell
-628
Closed -$57.7K – 185
2025
Q2 		$55.2K Buy
+628
New +$53.3K 0.05% 206

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

Boreal Capital Management's MDT Position: Q1 2026 in Review

Boreal Capital Management held its Medtronic (MDT) position steady in Q1 2026 at 791 shares worth $69.1K. The position accounts for 0.06% of the portfolio, ranked #172.

Boreal Capital Management first reported a position in MDT in Q2 2025 and has held it in 3 quarters since. The position peaked at $76.5K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Boreal Capital Management held 791 shares of Medtronic worth $69.1K as of Q1 2026.
  • Boreal Capital Management left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up 0.06% of Boreal Capital Management's portfolio in Q1 2026, its #172 holding.
  • Boreal Capital Management first reported a position in Medtronic in Q2 2025 and has held it in 3 quarters since.
  • Boreal Capital Management's Medtronic position peaked at $76.5K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.