Equitable Trust’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.65M | Buy |
111,423
+44,771
| +67% | +$4.29M | 0.45% | 51 |
|
|
2025
Q4 | $6.4M | Buy |
66,652
+1,577
| +2% | +$153K | 0.29% | 67 |
|
|
2025
Q3 | $6.2M | Sell |
65,075
-1,803
| -3% | -$166K | 0.28% | 67 |
|
|
2025
Q2 | $5.83M | Buy |
66,878
+19,014
| +40% | +$1.61M | 0.29% | 65 |
|
|
2025
Q1 | $4.3M | Buy |
47,864
+8,219
| +21% | +$735K | 0.24% | 80 |
|
|
2024
Q4 | $3.17M | Buy |
39,645
+18,968
| +92% | +$1.64M | 0.18% | 110 |
|
|
2024
Q3 | $1.86M | Buy |
20,677
+3,869
| +23% | +$325K | 0.12% | 146 |
|
|
2024
Q2 | $1.32M | Sell |
16,808
-1,225
| -7% | -$100K | 0.09% | 156 |
|
|
2024
Q1 | $1.57M | Buy |
18,033
+104
| +0.6% | +$8.88K | 0.11% | 146 |
|
|
2023
Q4 | $1.48M | Sell |
17,929
-2,004
| -10% | -$153K | 0.11% | 142 |
|
|
2023
Q3 | $1.56M | Sell |
19,933
-685
| -3% | -$57.3K | 0.13% | 130 |
|
|
2023
Q2 | $1.82M | Sell |
20,618
-2,196
| -10% | -$189K | 0.14% | 123 |
|
|
2023
Q1 | $1.84M | Buy |
22,814
+3,180
| +16% | +$259K | 0.14% | 124 |
|
|
2022
Q4 | $1.53M | Sell |
19,634
-133,639
| -87% | -$10.8M | 0.12% | 148 |
|
|
2022
Q3 | $12.4M | Sell |
153,273
-85,206
| -36% | -$7.66M | 1.03% | 22 |
|
|
2022
Q2 | $21.4M | Sell |
238,479
-44,775
| -16% | -$4.54M | 1.59% | 16 |
|
|
2022
Q1 | $31.4M | Sell |
283,254
-51,938
| -15% | -$5.49M | 2.02% | 10 |
|
|
2021
Q4 | $34.7M | Sell |
335,192
-8,806
| -3% | -$1.02M | 2.14% | 9 |
|
|
2021
Q3 | $43.1M | Sell |
343,998
-3,844
| -1% | -$498K | 2.75% | 4 |
|
|
2021
Q2 | $43.2M | Sell |
347,842
-530
| -0.2% | -$66.5K | 2.77% | 4 |
|
|
2021
Q1 | $41.2M | Buy |
348,372
+6,437
| +2% | +$754K | 3.07% | 3 |
|
|
2020
Q4 | $40.1M | Buy |
341,935
+6,499
| +2% | +$715K | 2.97% | 3 |
|
|
2020
Q3 | $34.9M | Buy |
335,436
+806
| +0.2% | +$80.9K | 2.97% | 4 |
|
|
2020
Q2 | $30.7M | Sell |
334,630
-1,856
| -0.6% | -$178K | 2.82% | 4 |
|
|
2020
Q1 | $30.3M | Buy |
336,486
+65,478
| +24% | +$6.97M | 3.33% | 2 |
|
|
2019
Q4 | $30.7M | Buy |
271,008
+719
| +0.3% | +$78.9K | 3% | 3 |
|
|
2019
Q3 | $29.4M | Buy |
270,289
+30,632
| +13% | +$3.2M | 3.09% | 3 |
|
|
2019
Q2 | $23.3M | Buy |
239,657
+23,345
| +11% | +$2.13M | 2.48% | 5 |
|
|
2019
Q1 | $19.7M | Buy |
216,312
+32,018
| +17% | +$2.87M | 2.28% | 6 |
|
|
2018
Q4 | $16.8M | Sell |
184,294
-14,149
| -7% | -$1.32M | 2.22% | 6 |
|
|
2018
Q3 | $19.5M | Sell |
198,443
-56,377
| -22% | -$5.21M | 2.27% | 6 |
|
|
2018
Q2 | $21.8M | Buy |
+254,820
| New | +$21.3M | 2.76% | 3 |
|
Other funds holding MDT
VCM
VPM
Equitable Trust's MDT Position: Q1 2026 in Review
Equitable Trust increased its Medtronic (MDT) stake by 67% in Q1 2026, buying an estimated $4.29M and bringing the position to 111,423 shares worth $9.65M. The position accounts for 0.45% of the portfolio, ranked #51.
Equitable Trust first reported a position in MDT in Q2 2018 and has held it in 32 quarters since. The position peaked at $43.2M in Q2 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Equitable Trust held 111,423 shares of Medtronic worth $9.65M as of Q1 2026.
- Equitable Trust bought 44,771 Medtronic shares in Q1 2026, an estimated $4.29M.
- Medtronic made up 0.45% of Equitable Trust's portfolio in Q1 2026, its #51 holding.
- Equitable Trust first reported a position in Medtronic in Q2 2018 and has held it in 32 quarters since.
- Equitable Trust's Medtronic position peaked at $43.2M in Q2 2021.
- 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.