Catalyst Financial Partners’s Medtronic MDT Stock Holding History

Catalyst Financial Partners’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	$724K	Buy	8,351 +2,709	+48%	+$260K	0.09%	146
2025 Q4	$542K	Buy	5,642 +15	+0.3%	+$1.46K	0.06%	159
2025 Q3	$536K	Buy	5,627 +79	+1%	+$7.26K	0.06%	156
2025 Q2	$484K	Buy	5,548 +506	+10%	+$42.9K	0.05%	167
2025 Q1	$453K	Buy	5,042 +378	+8%	+$33.8K	0.08%	161
2024 Q4	$373K	Buy	4,664 +491	+12%	+$42.5K	0.07%	173
2024 Q3	$376K	Sell	4,173 -175	-4%	-$14.7K	0.07%	168
2024 Q2	$342K	Buy	4,348 +279	+7%	+$22.9K	0.08%	168
2024 Q1	$322K	Buy	4,069 +1,053	+35%	+$89.9K	0.08%	160
2023 Q4	$248K	Sell	3,016 -1,769	-37%	-$135K	0.07%	189
2023 Q3	$375K	Buy	4,785 +12	+0.3%	+$1K	0.12%	123
2023 Q2	$421K	Buy	4,773 +735	+18%	+$63.3K	0.15%	100
2023 Q1	$326K	Buy	4,038 +619	+18%	+$50.5K	0.14%	113
2022 Q4	$266K	Buy	+3,419	New	+$277K	0.14%	123

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

Catalyst Financial Partners's MDT Position: Q1 2026 in Review

Catalyst Financial Partners increased its Medtronic (MDT) stake by 48% in Q1 2026, buying an estimated $260K and bringing the position to 8,351 shares worth $724K. The position accounts for 0.09% of the portfolio, ranked #146.

Catalyst Financial Partners first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Catalyst Financial Partners held 8,351 shares of Medtronic worth $724K as of Q1 2026.
Catalyst Financial Partners bought 2,709 Medtronic shares in Q1 2026, an estimated $260K.
Medtronic made up 0.09% of Catalyst Financial Partners's portfolio in Q1 2026, its #146 holding.
Catalyst Financial Partners first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.