Costello Asset Management’s Medtronic MDT Stock Holding History

Costello Asset Management’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	$81.1K	Buy	936 +69	+8%	+$6.61K	0.03%	183
2025 Q4	$83.3K	Sell	867 -65	-7%	-$6.31K	0.03%	168
2025 Q3	$88.7K	Buy	932 +212	+29%	+$19.5K	0.03%	166
2025 Q2	$62.7K	Buy	720 +150	+26%	+$12.7K	0.02%	209
2025 Q1	$51.2K	Buy	+570	New	+$51K	0.02%	220
2021 Q4	–	Sell	-875	Closed	-$110K	–	244
2021 Q3	$110K	Sell	875 -75	-8%	-$9.71K	0.07%	77
2021 Q2	$118K	Sell	950 -20	-2%	-$2.51K	0.08%	71
2021 Q1	$115K	Sell	970 -75	-7%	-$8.79K	0.08%	76
2020 Q4	$122K	Hold	1,045	–	–	0.09%	69
2020 Q3	$109K	Hold	1,045	–	–	0.1%	65
2020 Q2	$96K	Buy	+1,045	New	+$100K	0.09%	62

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

Costello Asset Management's MDT Position: Q1 2026 in Review

Costello Asset Management increased its Medtronic (MDT) stake by 8% in Q1 2026, buying an estimated $6.61K and bringing the position to 936 shares worth $81.1K. The position accounts for 0.03% of the portfolio, ranked #183.

Costello Asset Management first reported a position in MDT in Q2 2020 and has held it in 11 quarters since. The position peaked at $122K in Q4 2020. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Costello Asset Management held 936 shares of Medtronic worth $81.1K as of Q1 2026.
Costello Asset Management bought 69 Medtronic shares in Q1 2026, an estimated $6.61K.
Medtronic made up 0.03% of Costello Asset Management's portfolio in Q1 2026, its #183 holding.
Costello Asset Management first reported a position in Medtronic in Q2 2020 and has held it in 11 quarters since.
Costello Asset Management's Medtronic position peaked at $122K in Q4 2020.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.