EI
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Ellevest Inc’s Medtronic MDT Stock Holding History

Ellevest Inc’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 		$277K Sell
3,191
-1,320
-29% -$126K 0.04% 337
2025
Q4 		$433K Sell
4,511
-591
-12% -$57.4K 0.06% 255
2025
Q3 		$486K Sell
5,102
-1,550
-23% -$142K 0.07% 228
2025
Q2 		$580K Buy
6,652
+207
+3% +$17.6K 0.09% 165
2025
Q1 		$579K Buy
+6,445
New +$577K 0.04% 171
2024
Q4 		– Sell
-2,364
Closed -$213K – 444
2024
Q3 		$213K Sell
2,364
-216
-8% -$18.2K 0.01% 396
2024
Q2 		$203K Sell
2,580
-2,564
-50% -$210K 0.01% 384
2024
Q1 		$448K Buy
5,144
+6
+0.1% +$512 0.03% 230
2023
Q4 		$423K Sell
5,138
-1,326
-21% -$101K 0.03% 226
2023
Q3 		$507K Buy
6,464
+955
+17% +$79.9K 0.04% 144
2023
Q2 		$485K Buy
5,509
+1,232
+29% +$106K 0.04% 158
2023
Q1 		$345K Buy
4,277
+2,783
+186% +$227K 0.03% 210
2022
Q4 		$116K Sell
1,494
-685
-31% -$55.5K 0.01% 407
2022
Q3 		$176K Buy
2,179
+1,577
+262% +$142K 0.02% 299
2022
Q2 		$54K Sell
602
-520
-46% -$52.7K 0.01% 546
2022
Q1 		$124K Buy
1,122
+312
+39% +$33K 0.01% 378
2021
Q4 		$84K Buy
810
+82
+11% +$9.49K 0.01% 420
2021
Q3 		$91K Sell
728
-52
-7% -$6.73K 0.01% 386
2021
Q2 		$97K Buy
780
+51
+7% +$6.4K 0.01% 375
2021
Q1 		$86K Sell
729
-22
-3% -$2.58K 0.01% 368
2020
Q4 		$88K Sell
751
-1,557
-67% -$171K 0.01% 337
2020
Q3 		$240K Sell
2,308
-1,722
-43% -$173K 0.04% 113
2020
Q2 		$370K Buy
4,030
+782
+24% +$75K 0.08% 70
2020
Q1 		$293K Buy
3,248
+2,866
+750% +$305K 0.08% 66
2019
Q4 		$43K Buy
382
+275
+257% +$30.2K 0.01% 224
2019
Q3 		$12K Buy
+107
New +$11.2K ﹤0.01% 217

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

Ellevest Inc's MDT Position: Q1 2026 in Review

Ellevest Inc reduced its Medtronic (MDT) stake by 29% in Q1 2026, selling an estimated $126K and leaving 3,191 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #337.

Ellevest Inc first reported a position in MDT in Q3 2019 and has held it in 26 quarters since. The position peaked at $580K in Q2 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Ellevest Inc held 3,191 shares of Medtronic worth $277K as of Q1 2026.
  • Ellevest Inc sold 1,320 Medtronic shares in Q1 2026, an estimated $126K.
  • Medtronic made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #337 holding.
  • Ellevest Inc first reported a position in Medtronic in Q3 2019 and has held it in 26 quarters since.
  • Ellevest Inc's Medtronic position peaked at $580K in Q2 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.