Coastal Bridge Advisors’s Medtronic MDT Stock Holding History

Coastal Bridge 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	$4.31M	Buy	49,754 +776	+2%	+$74.3K	0.3%	72
2025 Q4	$4.7M	Sell	48,978 -235	-0.5%	-$22.8K	0.35%	67
2025 Q3	$4.69M	Buy	49,213 +623	+1%	+$57.3K	0.35%	72
2025 Q2	$4.24M	Buy	48,590 +1,393	+3%	+$118K	0.35%	78
2025 Q1	$4.24M	Buy	+47,197	New	+$4.22M	1.05%	22

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

Coastal Bridge Advisors's MDT Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Medtronic (MDT) stake by 1.6% in Q1 2026, buying an estimated $74.3K and bringing the position to 49,754 shares worth $4.31M. The position accounts for 0.3% of the portfolio, ranked #72.

Coastal Bridge Advisors first reported a position in MDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.7M in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Coastal Bridge Advisors held 49,754 shares of Medtronic worth $4.31M as of Q1 2026.
Coastal Bridge Advisors bought 776 Medtronic shares in Q1 2026, an estimated $74.3K.
Medtronic made up 0.3% of Coastal Bridge Advisors's portfolio in Q1 2026, its #72 holding.
Coastal Bridge Advisors first reported a position in Medtronic in Q1 2025 and has held it in 5 quarters since.
Coastal Bridge Advisors's Medtronic position peaked at $4.7M in Q4 2025.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.