Callan Family Office’s Medtronic MDT Stock Holding History

Callan Family Office’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	$3.8M	Buy	43,831 +71	+0.2%	+$6.8K	0.09%	232
2025 Q4	$4.2M	Buy	43,760 +18,621	+74%	+$1.81M	0.09%	214
2025 Q3	$2.39M	Sell	25,139 -3,744	-13%	-$344K	0.08%	240
2025 Q2	$2.52M	Buy	28,883 +20,433	+242%	+$1.73M	0.08%	240
2025 Q1	$759K	Sell	8,450 -8,228	-49%	-$736K	0.06%	248
2024 Q4	$1.33M	Buy	16,678 +12,955	+348%	+$1.12M	0.08%	199
2024 Q3	$335K	Buy	3,723 +808	+28%	+$68K	0.06%	133
2024 Q2	$229K	Buy	+2,915	New	+$239K	0.04%	137
2023 Q2	–	Sell	-5,811	Closed	-$468K	–	139
2023 Q1	$468K	Buy	+5,811	New	+$474K	0.11%	98

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

Callan Family Office's MDT Position: Q1 2026 in Review

Callan Family Office increased its Medtronic (MDT) stake by 0.16% in Q1 2026, buying an estimated $6.8K and bringing the position to 43,831 shares worth $3.8M. The position accounts for 0.09% of the portfolio, ranked #232.

Callan Family Office first reported a position in MDT in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.2M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Callan Family Office held 43,831 shares of Medtronic worth $3.8M as of Q1 2026.
Callan Family Office bought 71 Medtronic shares in Q1 2026, an estimated $6.8K.
Medtronic made up 0.09% of Callan Family Office's portfolio in Q1 2026, its #232 holding.
Callan Family Office first reported a position in Medtronic in Q1 2023 and has held it in 9 quarters since.
Callan Family Office's Medtronic position peaked at $4.2M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.