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Evergreen Capital Management’s Medtronic MDT Stock Holding History

Evergreen 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 		$1.71M Buy
19,590
+3,162
+19% +$303K 0.04% 350
2025
Q4 		$1.59M Sell
16,428
-342
-2% -$33.2K 0.04% 360
2025
Q3 		$1.61M Buy
16,770
+1,736
+12% +$160K 0.04% 319
2025
Q2 		$1.32M Buy
15,034
+818
+6% +$69.4K 0.04% 316
2025
Q1 		$1.29M Buy
14,216
+964
+7% +$86.3K 0.04% 300
2024
Q4 		$1.07M Sell
13,252
-467
-3% -$40.4K 0.03% 325
2024
Q3 		$1.24M Buy
13,719
+2,297
+20% +$193K 0.04% 305
2024
Q2 		$907K Buy
11,422
+1,736
+18% +$142K 0.03% 322
2024
Q1 		$850K Buy
9,686
+828
+9% +$70.7K 0.03% 317
2023
Q4 		$736K Sell
8,858
-2,136
-19% -$163K 0.03% 334
2023
Q3 		$869K Sell
10,994
-3,740
-25% -$313K 0.04% 300
2023
Q2 		$1.31M Buy
14,734
+4,825
+49% +$415K 0.05% 259
2023
Q1 		$805K Buy
9,909
+3,633
+58% +$296K 0.04% 298
2022
Q4 		$492K Sell
6,276
-3,344
-35% -$271K 0.02% 373
2022
Q3 		$777K Buy
9,620
+4,393
+84% +$395K 0.04% 284
2022
Q2 		$473K Sell
5,227
-3,941
-43% -$399K 0.02% 344
2022
Q1 		$1.02M Buy
9,168
+2,378
+35% +$251K 0.04% 284
2021
Q4 		$702K Sell
6,790
-800
-11% -$92.6K 0.03% 329
2021
Q3 		$951K Buy
7,590
+288
+4% +$37.3K 0.04% 282
2021
Q2 		$906K Buy
7,302
+413
+6% +$51.9K 0.04% 278
2021
Q1 		$814K Buy
6,889
+709
+11% +$83.1K 0.04% 266
2020
Q4 		$724K Buy
6,180
+237
+4% +$26.1K 0.04% 252
2020
Q3 		$618K Sell
5,943
-50
-0.8% -$5.02K 0.04% 242
2020
Q2 		$550K Buy
5,993
+1,113
+23% +$107K 0.04% 234
2020
Q1 		$440K Sell
4,880
-242
-5% -$25.7K 0.04% 238
2019
Q4 		$581K Buy
5,122
+38
+0.7% +$4.17K 0.05% 222
2019
Q3 		$552K Sell
5,084
-193
-4% -$20.1K 0.05% 215
2019
Q2 		$514K Buy
5,277
+126
+2% +$11.5K 0.05% 228
2019
Q1 		$469K Sell
5,151
-37
-0.7% -$3.31K 0.05% 220
2018
Q4 		$472K Buy
5,188
+1,041
+25% +$97.3K 0.05% 214
2018
Q3 		$408K Sell
4,147
-33,622
-89% -$3.11M 0.04% 242
2018
Q2 		$3.23M Sell
37,769
-490
-1% -$40.9K 0.3% 76
2018
Q1 		$3.07M Buy
38,259
+31
+0.1% +$2.56K 0.29% 83
2017
Q4 		$3.09M Sell
38,228
-562
-1% -$45K 0.31% 76
2017
Q3 		$3.02M Buy
38,790
+1,178
+3% +$97.8K 0.35% 76
2017
Q2 		$3.34M Buy
37,612
+2,413
+7% +$203K 0.54% 53
2017
Q1 		$2.84M Sell
35,199
-2,748
-7% -$215K 0.59% 52
2016
Q4 		$2.7M Sell
37,947
-32
-0.1% -$2.51K 0.52% 62
2016
Q3 		$3.28M Sell
37,979
-535
-1% -$46.6K 0.65% 46
2016
Q2 		$3.34M Sell
38,514
-815
-2% -$65.9K 0.73% 43
2016
Q1 		$2.95M Buy
39,329
+85
+0.2% +$6.4K 0.68% 43
2015
Q4 		$3.02M Sell
39,244
-1,520
-4% -$114K 0.72% 41
2015
Q3 		$2.73M Buy
40,764
+100
+0.2% +$7.37K 0.71% 47
2015
Q2 		$3.01M Sell
40,664
-31,733
-44% -$2.42M 0.74% 52
2015
Q1 		$5.65M Sell
72,397
-5,318
-7% -$403K 1.24% 27
2014
Q4 		$4.81M Sell
77,715
-1,050
-1% -$72.9K 0.95% 37
2014
Q3 		$4.88M Buy
78,765
+979
+1% +$62.2K 0.95% 37
2014
Q2 		$4.96M Buy
77,786
+22
+0% +$1.34K 0.98% 32
2014
Q1 		$4.79M Sell
77,764
-865
-1% -$50.4K 0.96% 35
2013
Q4 		$4.51M Sell
78,629
-220
-0.3% -$12.5K 0.82% 46
2013
Q3 		$4.2M Sell
78,849
-25
-0% -$1.34K 0.67% 52
2013
Q2 		$4.06M Buy
+78,874
New +$3.9M 0.62% 55

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

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

Evergreen Capital Management increased its Medtronic (MDT) stake by 19% in Q1 2026, buying an estimated $303K and bringing the position to 19,590 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #350.

Evergreen Capital Management first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.65M in Q1 2015. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Evergreen Capital Management held 19,590 shares of Medtronic worth $1.71M as of Q1 2026.
  • Evergreen Capital Management bought 3,162 Medtronic shares in Q1 2026, an estimated $303K.
  • Medtronic made up 0.04% of Evergreen Capital Management's portfolio in Q1 2026, its #350 holding.
  • Evergreen Capital Management first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • Evergreen Capital Management's Medtronic position peaked at $5.65M in Q1 2015.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.