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Bruce G. Allen Investments’s Medtronic MDT Stock Holding History

Bruce G. Allen Investments’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 		$210K Buy
2,420
+444
+22% +$42.5K 0.14% 76
2025
Q4 		$190K Buy
1,976
+85
+4% +$8.26K 0.13% 80
2025
Q3 		$180K Buy
1,891
+227
+14% +$20.9K 0.13% 81
2025
Q2 		$145K Sell
1,664
-194
-10% -$16.5K 0.11% 106
2025
Q1 		$167K Sell
1,858
-97
-5% -$8.68K 0.13% 89
2024
Q4 		$156K Buy
1,955
+58
+3% +$5.02K 0.13% 97
2024
Q3 		$171K Buy
1,897
+49
+3% +$4.12K 0.13% 98
2024
Q2 		$145K Sell
1,848
-3
-0.2% -$246 0.12% 103
2024
Q1 		$161K Buy
1,851
+8
+0.4% +$683 0.13% 92
2023
Q4 		$152K Buy
+1,843
New +$140K 0.14% 96

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

Bruce G. Allen Investments's MDT Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Medtronic (MDT) stake by 22% in Q1 2026, buying an estimated $42.5K and bringing the position to 2,420 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #76.

Bruce G. Allen Investments first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Bruce G. Allen Investments held 2,420 shares of Medtronic worth $210K as of Q1 2026.
  • Bruce G. Allen Investments bought 444 Medtronic shares in Q1 2026, an estimated $42.5K.
  • Medtronic made up 0.14% of Bruce G. Allen Investments's portfolio in Q1 2026, its #76 holding.
  • Bruce G. Allen Investments first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.