Concurrent Investment Advisors’s Medtronic MDT Stock Holding History

Concurrent 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	$7.36M	Sell	84,927 -18,189	-18%	-$1.74M	0.08%	271
2025 Q4	$9.91M	Buy	103,116 +49,894	+94%	+$4.85M	0.11%	186
2025 Q3	$5.07M	Buy	53,222 +274	+0.5%	+$25.2K	0.09%	238
2025 Q2	$4.62M	Buy	52,948 +5,408	+11%	+$459K	0.09%	238
2025 Q1	$4.27M	Sell	47,540 -18,323	-28%	-$1.64M	0.1%	216
2024 Q4	$5.26M	Sell	65,863 -173	-0.3%	-$15K	0.14%	151
2024 Q3	$5.95M	Buy	66,036 +4,868	+8%	+$410K	0.18%	124
2024 Q2	$4.81M	Buy	61,168 +21,678	+55%	+$1.78M	0.16%	142
2024 Q1	$3.44M	Buy	39,490 +12,345	+45%	+$1.05M	0.14%	161
2023 Q4	$2.24M	Buy	+27,145	New	+$2.07M	0.11%	207

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

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

Concurrent Investment Advisors reduced its Medtronic (MDT) stake by 18% in Q1 2026, selling an estimated $1.74M and leaving 84,927 shares worth $7.36M. The position accounts for 0.08% of the portfolio, ranked #271.

Concurrent Investment Advisors first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.91M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Concurrent Investment Advisors held 84,927 shares of Medtronic worth $7.36M as of Q1 2026.
Concurrent Investment Advisors sold 18,189 Medtronic shares in Q1 2026, an estimated $1.74M.
Medtronic made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #271 holding.
Concurrent Investment Advisors first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Medtronic position peaked at $9.91M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.