DIM
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Delta Investment Management’s Medtronic MDT Stock Holding History

Delta Investment 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 		$230K Sell
2,653
-76
-3% -$7.28K 0.04% 238
2025
Q4 		$262K Sell
2,729
-17
-0.6% -$1.65K 0.05% 229
2025
Q3 		$262K Buy
+2,746
New +$252K 0.05% 227

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 $315B AUM 27.84% 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

Delta Investment Management's MDT Position: Q1 2026 in Review

Delta Investment Management reduced its Medtronic (MDT) stake by 2.8% in Q1 2026, selling an estimated $7.28K and leaving 2,653 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #238.

Delta Investment Management first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 2,232 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Delta Investment Management held 2,653 shares of Medtronic worth $230K as of Q1 2026.
  • Delta Investment Management sold 76 Medtronic shares in Q1 2026, an estimated $7.28K.
  • Medtronic made up 0.04% of Delta Investment Management's portfolio in Q1 2026, its #238 holding.
  • Delta Investment Management first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • Delta Investment Management's Medtronic position peaked at $262K in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.