Corient Private Wealth
MDT icon

Corient Private Wealth’s Medtronic MDT Stock Holding History

Corient Private Wealth’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 		$48.2M Sell
560,236
-793,646
-59% -$76M 0.07% 244
2025
Q4 		$113M Buy
1,353,882
+789,852
+140% +$76.7M 0.08% 224
2025
Q3 		$53.7M Sell
564,030
-394,987
-41% -$36.3M 0.08% 220
2025
Q2 		$83.6M Buy
959,017
+347,435
+57% +$29.5M 0.11% 175
2025
Q1 		$55M Sell
611,582
-7,557
-1% -$676K 0.09% 207
2024
Q4 		$49.5M Sell
619,139
-32,853
-5% -$2.84M 0.08% 229
2024
Q3 		$58.7M Sell
651,992
-36,969
-5% -$3.11M 0.09% 212
2024
Q2 		$54.2M Buy
688,961
+26,117
+4% +$2.14M 0.09% 214
2024
Q1 		$57.8M Buy
662,844
+55,601
+9% +$4.75M 0.1% 204
2023
Q4 		$50M Buy
607,243
+45,517
+8% +$3.47M 0.09% 217
2023
Q3 		$44M Sell
561,726
-9,980
-2% -$835K 0.1% 214
2023
Q2 		$50.4M Buy
571,706
+146,234
+34% +$12.6M 0.12% 184
2023
Q1 		$34.3M Buy
425,472
+199,553
+88% +$16.3M 0.09% 215
2022
Q4 		$17.6M Buy
+225,919
New +$18.3M 0.06% 287

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

Corient Private Wealth's MDT Position: Q1 2026 in Review

Corient Private Wealth reduced its Medtronic (MDT) stake by 59% in Q1 2026, selling an estimated $76M and leaving 560,236 shares worth $48.2M. The position accounts for 0.07% of the portfolio, ranked #244.

Corient Private Wealth first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $113M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Corient Private Wealth held 560,236 shares of Medtronic worth $48.2M as of Q1 2026.
  • Corient Private Wealth sold 793,646 Medtronic shares in Q1 2026, an estimated $76M.
  • Medtronic made up 0.07% of Corient Private Wealth's portfolio in Q1 2026, its #244 holding.
  • Corient Private Wealth first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Medtronic position peaked at $113M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.