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Evelyn Partners Investment Management’s Medtronic MDT Stock Holding History

Evelyn Partners 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 		$314K Sell
3,625
-579
-14% -$55.5K 0.01% 181
2025
Q4 		$404K Hold
4,204
– – 0.01% 173
2025
Q3 		$400K Hold
4,204
– – 0.01% 171
2025
Q2 		$366K Sell
4,204
-1,977
-32% -$168K 0.01% 171
2025
Q1 		$555K Hold
6,181
– – 0.02% 146
2024
Q4 		$494K Buy
+6,181
New +$535K 0.02% 155

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

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

Evelyn Partners Investment Management reduced its Medtronic (MDT) stake by 14% in Q1 2026, selling an estimated $55.5K and leaving 3,625 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #181.

Evelyn Partners Investment Management first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $555K in Q1 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Evelyn Partners Investment Management held 3,625 shares of Medtronic worth $314K as of Q1 2026.
  • Evelyn Partners Investment Management sold 579 Medtronic shares in Q1 2026, an estimated $55.5K.
  • Medtronic made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #181 holding.
  • Evelyn Partners Investment Management first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Medtronic position peaked at $555K in Q1 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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