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CBIZ Investment Advisory Services’s Medtronic MDT Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-218
Closed -$21.1K – 617
2025
Q4 		$21.1K Buy
218
+70
+47% +$6.8K ﹤0.01% 259
2025
Q3 		$14.2K Buy
148
+16
+12% +$1.47K ﹤0.01% 298
2025
Q2 		$11.6K Sell
132
-123
-48% -$10.4K ﹤0.01% 328
2025
Q1 		$23.1K Buy
255
+112
+78% +$10K ﹤0.01% 211
2024
Q4 		$11.6K Sell
143
-68
-32% -$5.89K ﹤0.01% 267
2024
Q3 		$19.2K Buy
211
+110
+109% +$9.25K ﹤0.01% 195
2024
Q2 		$8.01K Buy
101
+1
+1% +$82 ﹤0.01% 270
2024
Q1 		$8.78K Buy
+100
New +$8.53K ﹤0.01% 256

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

CBIZ Investment Advisory Services's MDT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Medtronic (MDT) in Q1 2026, closing a stake of 218 shares — an estimated $21.1K sold.

CBIZ Investment Advisory Services first reported a position in MDT in Q1 2024 and held it in 8 quarters. The position peaked at $23.1K in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 218 Medtronic shares in Q1 2026, an estimated $21.1K.
  • CBIZ Investment Advisory Services first reported a position in Medtronic in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Medtronic position peaked at $23.1K in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.