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Calamos Wealth Management’s Medtronic MDT Stock Holding History

Calamos Wealth 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 		$943K Sell
10,881
-3,115
-22% -$298K 0.03% 212
2025
Q4 		$1.34M Buy
13,996
+1,405
+11% +$136K 0.05% 164
2025
Q3 		$1.2M Buy
12,591
+2,944
+31% +$271K 0.04% 169
2025
Q2 		$841K Sell
9,647
-103
-1% -$8.73K 0.04% 187
2025
Q1 		$876K Sell
9,750
-656
-6% -$58.7K 0.04% 159
2024
Q4 		$831K Sell
10,406
-1,397
-12% -$121K 0.04% 163
2024
Q3 		$1.06M Sell
11,803
-1,036
-8% -$87.2K 0.05% 141
2024
Q2 		$1.01M Sell
12,839
-741
-5% -$60.7K 0.05% 139
2024
Q1 		$1.18M Sell
13,580
-300
-2% -$25.6K 0.07% 132
2023
Q4 		$1.14M Sell
13,880
-127
-0.9% -$9.68K 0.07% 127
2023
Q3 		$1.1M Buy
14,007
+1,896
+16% +$159K 0.08% 135
2023
Q2 		$1.07M Sell
12,111
-114
-0.9% -$9.81K 0.08% 136
2023
Q1 		$986K Buy
12,225
+179
+1% +$14.6K 0.08% 138
2022
Q4 		$936K Sell
12,046
-480
-4% -$38.9K 0.07% 146
2022
Q3 		$1.01M Sell
12,526
-980
-7% -$88.1K 0.09% 135
2022
Q2 		$1.21M Sell
13,506
-426
-3% -$43.2K 0.11% 130
2022
Q1 		$1.55M Sell
13,932
-151
-1% -$16K 0.12% 127
2021
Q4 		$1.46M Sell
14,083
-1,661
-11% -$192K 0.11% 130
2021
Q3 		$1.97M Buy
15,744
+8,246
+110% +$1.07M 0.16% 106
2021
Q2 		$931K Buy
7,498
+374
+5% +$47K 0.07% 167
2021
Q1 		$842K Sell
7,124
-34,947
-83% -$4.1M 0.07% 171
2020
Q4 		$4.93M Buy
42,071
+1,025
+2% +$113K 0.45% 66
2020
Q3 		$4.27M Sell
41,046
-607
-1% -$61K 0.49% 59
2020
Q2 		$3.82M Sell
41,653
-6,852
-14% -$657K 0.48% 62
2020
Q1 		$4.37M Buy
48,505
+44
+0.1% +$4.68K 0.67% 44
2019
Q4 		$5.5M Sell
48,461
-189
-0.4% -$20.7K 0.65% 45
2019
Q3 		$5.28M Buy
48,650
+685
+1% +$71.5K 0.71% 38
2019
Q2 		$4.67M Sell
47,965
-801
-2% -$73.1K 0.63% 44
2019
Q1 		$4.44M Buy
48,766
+6,444
+15% +$577K 0.63% 44
2018
Q4 		$3.85M Buy
42,322
+24,268
+134% +$2.27M 0.58% 46
2018
Q3 		$1.78M Buy
18,054
+7,272
+67% +$672K 0.22% 74
2018
Q2 		$923K Buy
10,782
+5,605
+108% +$468K 0.12% 112
2018
Q1 		$416K Sell
5,177
-700
-12% -$57.7K 0.05% 168
2017
Q4 		$475K Sell
5,877
-680
-10% -$54.5K 0.06% 167
2017
Q3 		$510K Sell
6,557
-678
-9% -$56.3K 0.07% 171
2017
Q2 		$642K Sell
7,235
-261
-3% -$22K 0.09% 168
2017
Q1 		$604K Sell
7,496
-2,213
-23% -$173K 0.09% 172
2016
Q4 		$692K Sell
9,709
-1,182
-11% -$92.9K 0.11% 171
2016
Q3 		$941K Sell
10,891
-801
-7% -$69.8K 0.16% 153
2016
Q2 		$1.01M Buy
+11,692
New +$946K 0.18% 155

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

Calamos Wealth Management's MDT Position: Q1 2026 in Review

Calamos Wealth Management reduced its Medtronic (MDT) stake by 22% in Q1 2026, selling an estimated $298K and leaving 10,881 shares worth $943K. The position accounts for 0.03% of the portfolio, ranked #212.

Calamos Wealth Management first reported a position in MDT in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.5M in Q4 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Calamos Wealth Management held 10,881 shares of Medtronic worth $943K as of Q1 2026.
  • Calamos Wealth Management sold 3,115 Medtronic shares in Q1 2026, an estimated $298K.
  • Medtronic made up 0.03% of Calamos Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Calamos Wealth Management first reported a position in Medtronic in Q2 2016 and has held it in 40 quarters since.
  • Calamos Wealth Management's Medtronic position peaked at $5.5M in Q4 2019.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.