Breakwater Investment Management’s Medtronic MDT Stock Holding History

Breakwater Investment 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	$520	Buy	6 +1	+20%	+$96	﹤0.01%	421
2025 Q4	$481	Hold	5	–	–	﹤0.01%	451
2025 Q3	$477	Buy	+5	New	+$460	﹤0.01%	467
2024 Q4	–	Sell	-400	Closed	-$36K	–	316
2024 Q3	$36K	Hold	400	–	–	0.02%	158
2024 Q2	$31.5K	Hold	400	–	–	0.01%	158
2024 Q1	$34.9K	Buy	+400	New	+$34.1K	0.02%	151

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

Breakwater Investment Management's MDT Position: Q1 2026 in Review

Breakwater Investment Management increased its Medtronic (MDT) stake by 20% in Q1 2026, buying an estimated $96 and bringing the position to 6 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Breakwater Investment Management first reported a position in MDT in Q1 2024 and has held it in 6 quarters since. The position peaked at $36K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Breakwater Investment Management held 6 shares of Medtronic worth $520 as of Q1 2026.
Breakwater Investment Management bought 1 Medtronic share in Q1 2026, an estimated $96.
Medtronic made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #421 holding.
Breakwater Investment Management first reported a position in Medtronic in Q1 2024 and has held it in 6 quarters since.
Breakwater Investment Management's Medtronic position peaked at $36K in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.