Evelyn Partners Investment Management Services’s Medtronic MDT Stock Holding History

Evelyn Partners Investment Management Services’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	$26K	Hold	300	–	–	﹤0.01%	209
2025 Q4	$28.8K	Sell	300 -128	-30%	-$12.4K	﹤0.01%	198
2025 Q3	$40.8K	Buy	428 +128	+43%	+$11.8K	0.01%	193
2025 Q2	$26.2K	Sell	300 -11,750	-98%	-$996K	﹤0.01%	195
2025 Q1	$1.08M	Hold	12,050	–	–	0.18%	77
2024 Q4	$963K	Buy	+12,050	New	+$1.04M	0.17%	74

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 $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

Evelyn Partners Investment Management Services's MDT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Medtronic (MDT) position steady in Q1 2026 at 300 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Evelyn Partners Investment Management Services first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Evelyn Partners Investment Management Services held 300 shares of Medtronic worth $26K as of Q1 2026.
Evelyn Partners Investment Management Services left its Medtronic share count unchanged in Q1 2026.
Medtronic made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #209 holding.
Evelyn Partners Investment Management Services first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Medtronic position peaked at $1.08M in Q1 2025.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.