CastleKeep Investment Advisors’s Medtronic MDT Stock Holding History

CastleKeep Investment Advisors’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	$1.1M	Buy	12,682 +2,270	+22%	+$217K	0.6%	39
2025 Q4	$1M	Sell	10,412 -144	-1%	-$14K	0.45%	62
2025 Q3	$1.01M	Sell	10,556 -3,681	-26%	-$338K	0.47%	59
2025 Q2	$1.24M	Buy	14,237 +549	+4%	+$46.6K	0.61%	55
2025 Q1	$1.23M	Sell	13,688 -627	-4%	-$56.1K	0.63%	56
2024 Q4	$1.14M	Buy	14,315 +51	+0.4%	+$4.42K	0.8%	52
2024 Q3	$1.28M	Buy	14,264 +1,734	+14%	+$146K	0.88%	25
2024 Q2	$986K	Sell	12,530 -38	-0.3%	-$3.12K	0.76%	39
2024 Q1	$1.1M	Sell	12,568 -1,494	-11%	-$128K	0.79%	35
2023 Q4	$1.16M	Buy	+14,062	New	+$1.07M	0.82%	31

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

CastleKeep Investment Advisors's MDT Position: Q1 2026 in Review

CastleKeep Investment Advisors increased its Medtronic (MDT) stake by 22% in Q1 2026, buying an estimated $217K and bringing the position to 12,682 shares worth $1.1M. The position accounts for 0.6% of the portfolio, ranked #39.

CastleKeep Investment Advisors first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

CastleKeep Investment Advisors held 12,682 shares of Medtronic worth $1.1M as of Q1 2026.
CastleKeep Investment Advisors bought 2,270 Medtronic shares in Q1 2026, an estimated $217K.
Medtronic made up 0.6% of CastleKeep Investment Advisors's portfolio in Q1 2026, its #39 holding.
CastleKeep Investment Advisors first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
CastleKeep Investment Advisors's Medtronic position peaked at $1.28M in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.