Essex Investment Management’s Medtronic MDT Stock Holding History

Essex 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	$642K	Sell	7,404 -2,247	-23%	-$215K	0.1%	161
2025 Q4	$927K	Hold	9,651	–	–	0.14%	144
2025 Q3	$919K	Buy	+9,651	New	+$887K	0.14%	147
2023 Q3	–	Sell	-10,245	Closed	-$903K	–	381
2023 Q2	$903K	Buy	+10,245	New	+$882K	0.13%	221
2020 Q4	–	Sell	-50	Closed	-$5K	–	499
2020 Q3	$5K	Buy	+50	New	+$5.02K	﹤0.01%	461
2019 Q3	–	Sell	-265	Closed	-$26K	–	490
2019 Q2	$26K	Hold	265	–	–	﹤0.01%	424
2019 Q1	$24K	Hold	265	–	–	﹤0.01%	427
2018 Q4	$24K	Buy	+265	New	+$24.8K	﹤0.01%	421
2016 Q3	–	Sell	-9,117	Closed	-$791K	–	350
2016 Q2	$791K	Buy	+9,117	New	+$737K	0.13%	181

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

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

Essex Investment Management reduced its Medtronic (MDT) stake by 23% in Q1 2026, selling an estimated $215K and leaving 7,404 shares worth $642K. The position accounts for 0.1% of the portfolio, ranked #161.

Essex Investment Management first reported a position in MDT in Q2 2016 and has held it in 9 quarters since. The position peaked at $927K in Q4 2025. 2,238 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Essex Investment Management held 7,404 shares of Medtronic worth $642K as of Q1 2026.
Essex Investment Management sold 2,247 Medtronic shares in Q1 2026, an estimated $215K.
Medtronic made up 0.1% of Essex Investment Management's portfolio in Q1 2026, its #161 holding.
Essex Investment Management first reported a position in Medtronic in Q2 2016 and has held it in 9 quarters since.
Essex Investment Management's Medtronic position peaked at $927K in Q4 2025.
2,238 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.