Everence Capital Management’s Medtronic MDT Stock Holding History

Everence Capital 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	$2.93M	Hold	33,790	–	–	0.18%	104
2025 Q4	$3.25M	Hold	33,790	–	–	0.19%	94
2025 Q3	$3.22M	Hold	33,790	–	–	0.19%	98
2025 Q2	$2.94M	Sell	33,790 -9,160	-21%	-$777K	0.19%	97
2025 Q1	$3.86M	Hold	42,950	–	–	0.26%	71
2024 Q4	$3.43M	Sell	42,950 -8,610	-17%	-$745K	0.22%	75
2024 Q3	$4.64M	Buy	51,560 +9,540	+23%	+$803K	0.29%	60
2024 Q2	$3.37K	Sell	42,020 -4,680	-10%	-$384K	0.23%	79
2024 Q1	$4.07K	Sell	46,700 -120	-0.3%	-$10.2K	0.27%	73
2023 Q4	$3.86M	Sell	46,820 -8,790	-16%	-$670K	0.28%	68
2023 Q3	$4.36K	Buy	55,610 +21,930	+65%	+$1.84M	0.34%	49
2023 Q2	$2.79M	Hold	33,680	–	–	0.23%	82
2023 Q1	$2.71K	Hold	33,680	–	–	0.22%	92
2022 Q4	$2.62K	Buy	33,680 +24,340	+261%	+$1.97M	0.23%	93
2022 Q3	$754K	Buy	9,340 +6,300	+207%	+$566K	0.07%	240
2022 Q2	$273K	Buy	+3,040	New	+$308K	0.02%	549
2021 Q4	–	Sell	-11,300	Closed	-$1.42M	–	780
2021 Q3	$1.42M	Hold	11,300	–	–	0.12%	147
2021 Q2	$1.4M	Hold	11,300	–	–	0.12%	150
2021 Q1	$1.33M	Hold	11,300	–	–	0.12%	142
2020 Q4	$1.32M	Sell	11,300 -19,430	-63%	-$2.14M	0.13%	134
2020 Q3	$3.19M	Sell	30,730 -2,804	-8%	-$282K	0.35%	51
2020 Q2	$3.31M	Hold	33,534	–	–	0.39%	45
2020 Q1	$3.02M	Hold	33,534	–	–	0.43%	40
2019 Q4	$3.8M	Sell	33,534 -4,092	-11%	-$449K	0.57%	33
2019 Q3	$4.09M	Hold	37,626	–	–	0.66%	29
2019 Q2	$3.66M	Hold	37,626	–	–	0.61%	31
2019 Q1	$3.43M	Buy	37,626 +8,785	+30%	+$786K	0.6%	32
2018 Q4	$2.62M	Hold	28,841	–	–	0.61%	35
2018 Q3	$2.84M	Hold	28,841	–	–	0.56%	39
2018 Q2	$2.47M	Sell	28,841 -3,070	-10%	-$256K	0.52%	43
2018 Q1	$2.56M	Hold	31,911	–	–	0.57%	38
2017 Q4	$2.58M	Buy	31,911 +3,671	+13%	+$294K	0.57%	40
2017 Q3	$2.2M	Hold	28,240	–	–	0.5%	50
2017 Q2	$2.51M	Hold	28,240	–	–	0.62%	35
2017 Q1	$2.27M	Buy	+28,240	New	+$2.21M	0.6%	37
2016 Q4	–	Sell	-26,260	Closed	-$2.27M	–	332
2016 Q3	$2.27M	Hold	26,260	–	–	0.67%	35
2016 Q2	$2.28M	Sell	26,260 -10,870	-29%	-$879K	0.7%	33
2016 Q1	$2.79M	Hold	37,130	–	–	0.87%	24
2015 Q4	$2.86M	Buy	37,130 +6,218	+20%	+$468K	0.93%	21
2015 Q3	$2.07M	Hold	30,912	–	–	0.71%	39
2015 Q2	$2.29M	Buy	+30,912	New	+$2.36M	0.74%	37
2015 Q1	–	Sell	-22,445	Closed	-$1.62M	–	296
2014 Q4	$1.62M	Sell	22,445 -3,356	-13%	-$233K	0.56%	47
2014 Q3	$1.65M	Hold	25,801	–	–	0.6%	44
2014 Q2	$1.65M	Hold	25,801	–	–	0.61%	45
2014 Q1	$1.59M	Hold	25,801	–	–	0.63%	44
2013 Q4	$1.48M	Hold	25,801	–	–	0.6%	46
2013 Q3	$1.37M	Hold	25,801	–	–	0.59%	50
2013 Q2	$1.33M	Buy	+25,801	New	+$1.28M	0.6%	44

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 $298B AUM 21.96% 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

Everence Capital Management's MDT Position: Q1 2026 in Review

Everence Capital Management held its Medtronic (MDT) position steady in Q1 2026 at 33,790 shares worth $2.93M. The position accounts for 0.18% of the portfolio, ranked #104.

Everence Capital Management first reported a position in MDT in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.64M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Everence Capital Management held 33,790 shares of Medtronic worth $2.93M as of Q1 2026.
Everence Capital Management left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.18% of Everence Capital Management's portfolio in Q1 2026, its #104 holding.
Everence Capital Management first reported a position in Medtronic in Q2 2013 and has held it in 48 quarters since.
Everence Capital Management's Medtronic position peaked at $4.64M in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.