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Edgestream Partners’s Medtronic MDT Stock Holding History

Edgestream Partners’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 		$3.31M Buy
38,234
+17,686
+86% +$1.69M 0.11% 353
2025
Q4 		$1.97M Buy
20,548
+9,124
+80% +$886K 0.06% 541
2025
Q3 		$1.09M Buy
+11,424
New +$1.05M 0.03% 617
2025
Q2 		– Sell
-3,621
Closed -$325K – 987
2025
Q1 		$325K Buy
+3,621
New +$324K 0.01% 743
2024
Q4 		– Sell
-23,737
Closed -$2.14M – 999
2024
Q3 		$2.14M Buy
23,737
+20,705
+683% +$1.74M 0.09% 385
2024
Q2 		$239K Buy
+3,032
New +$249K 0.01% 783
2023
Q4 		– Sell
-2,977
Closed -$233K – 972
2023
Q3 		$233K Buy
+2,977
New +$249K 0.02% 763
2023
Q2 		– Sell
-3,599
Closed -$290K – 830
2023
Q1 		$290K Sell
3,599
-54,380
-94% -$4.43M 0.03% 476
2022
Q4 		$4.51M Buy
57,979
+53,462
+1,184% +$4.33M 0.51% 39
2022
Q3 		$365K Sell
4,517
-4,741
-51% -$426K 0.03% 381
2022
Q2 		$831K Sell
9,258
-1,447
-14% -$147K 0.07% 352
2022
Q1 		$1.19M Sell
10,705
-238,648
-96% -$25.2M 0.09% 303
2021
Q4 		$25.8M Buy
249,353
+245,888
+7,096% +$28.5M 1.61% 4
2021
Q3 		$434K Sell
3,465
-74,292
-96% -$9.62M 0.03% 402
2021
Q2 		$9.65M Buy
77,757
+24,448
+46% +$3.07M 0.57% 47
2021
Q1 		$6.3M Buy
53,309
+29,840
+127% +$3.5M 0.35% 107
2020
Q4 		$2.75M Buy
+23,469
New +$2.58M 0.14% 189
2020
Q3 		– Sell
-13,839
Closed -$1.27M – 332
2020
Q2 		$1.27M Sell
13,839
-13,743
-50% -$1.32M 0.07% 228
2020
Q1 		$2.49M Buy
+27,582
New +$2.93M 0.23% 122
2019
Q2 		– Sell
-43,773
Closed -$3.99M – 264
2019
Q1 		$3.99M Buy
+43,773
New +$3.92M 0.58% 56
2017
Q2 		– Sell
-7,146
Closed -$576K – 141
2017
Q1 		$576K Buy
+7,146
New +$558K 0.25% 86
2016
Q4 		– Sell
-16,306
Closed -$1.41M – 117
2016
Q3 		$1.41M Buy
+16,306
New +$1.42M 0.78% 35

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

Edgestream Partners's MDT Position: Q1 2026 in Review

Edgestream Partners increased its Medtronic (MDT) stake by 86% in Q1 2026, buying an estimated $1.69M and bringing the position to 38,234 shares worth $3.31M. The position accounts for 0.11% of the portfolio, ranked #353.

Edgestream Partners first reported a position in MDT in Q3 2016 and has held it in 22 quarters since. The position peaked at $25.8M in Q4 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Edgestream Partners held 38,234 shares of Medtronic worth $3.31M as of Q1 2026.
  • Edgestream Partners bought 17,686 Medtronic shares in Q1 2026, an estimated $1.69M.
  • Medtronic made up 0.11% of Edgestream Partners's portfolio in Q1 2026, its #353 holding.
  • Edgestream Partners first reported a position in Medtronic in Q3 2016 and has held it in 22 quarters since.
  • Edgestream Partners's Medtronic position peaked at $25.8M in Q4 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.