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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
2025
Q1 		– Sell
-100
Closed -$7.99K – 1297
2024
Q4 		$7.99K Hold
100
– – ﹤0.01% 1111
2024
Q3 		$9K Hold
100
– – ﹤0.01% 1074
2024
Q2 		$7.87K Buy
+100
New +$8.2K ﹤0.01% 975

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

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.