EdenTree Asset Management’s Medtronic MDT Stock Holding History

EdenTree 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	$17.1M	Sell	197,786 -5,255	-3%	-$503K	5.16%	4
2025 Q4	$19.5M	Sell	203,041 -43,700	-18%	-$4.24M	5.97%	3
2025 Q3	$23.5M	Buy	246,741 +34,389	+16%	+$3.16M	5.66%	3
2025 Q2	$18.5M	Sell	212,352 -31,317	-13%	-$2.66M	5.13%	3
2025 Q1	$21.9M	Sell	243,669 -700	-0.3%	-$62.6K	7.35%	3
2024 Q4	$19.5M	Hold	244,369	–	–	5.67%	3
2024 Q3	$22M	Buy	244,369 +1,150	+0.5%	+$96.7K	6.37%	3
2024 Q2	$19.1M	Buy	243,219 +7,234	+3%	+$593K	6.07%	3
2024 Q1	$20.6M	Sell	235,985 -8,685	-4%	-$741K	6.52%	3
2023 Q4	$20.2M	Buy	244,670 +29,686	+14%	+$2.26M	6.24%	3
2023 Q3	$16.8M	Buy	214,984 +21,900	+11%	+$1.83M	6.6%	3
2023 Q2	$17M	Buy	+193,084	New	+$16.6M	5.84%	3

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

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

EdenTree Asset Management reduced its Medtronic (MDT) stake by 2.6% in Q1 2026, selling an estimated $503K and leaving 197,786 shares worth $17.1M. The position accounts for 5.16% of the portfolio, ranked #4.

EdenTree Asset Management first reported a position in MDT in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.5M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

EdenTree Asset Management held 197,786 shares of Medtronic worth $17.1M as of Q1 2026.
EdenTree Asset Management sold 5,255 Medtronic shares in Q1 2026, an estimated $503K.
Medtronic made up 5.16% of EdenTree Asset Management's portfolio in Q1 2026, its #4 holding.
EdenTree Asset Management first reported a position in Medtronic in Q2 2023 and has held it in 12 quarters since.
EdenTree Asset Management's Medtronic position peaked at $23.5M in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on EdenTree Asset Management's 13F filing for Q1 2026, filed 14 May 2026.