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Excalibur Management’s Medtronic MDT Stock Holding History

Excalibur 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
Q2 		$276K Hold
3,531
– – 0.09% 149
2026
Q1 		$306K Buy
3,531
+1
+0% +$96 0.11% 133
2025
Q4 		$339K Sell
3,530
-5
-0.1% -$486 0.12% 127
2025
Q3 		$337K Sell
3,535
-200
-5% -$18.4K 0.12% 129
2025
Q2 		$326K Buy
3,735
+1
+0% +$85 0.12% 128
2025
Q1 		$336K Buy
3,734
+6
+0.2% +$537 0.13% 127
2024
Q4 		$298K Buy
3,728
+1
+0% +$87 0.12% 135
2024
Q3 		$336K Buy
3,727
+54
+1% +$4.54K 0.13% 134
2024
Q2 		$289K Hold
3,673
– – 0.12% 135
2024
Q1 		$320K Sell
3,673
-9
-0.2% -$768 0.14% 123
2023
Q4 		$306K Buy
3,682
+545
+17% +$41.5K 0.14% 122
2023
Q3 		$246K Buy
3,137
+64
+2% +$5.36K 0.13% 130
2023
Q2 		$271K Buy
3,073
+15
+0.5% +$1.29K 0.14% 127
2023
Q1 		$247K Hold
3,058
– – 0.13% 135
2022
Q4 		$238K Buy
3,058
+425
+16% +$34.4K 0.12% 133
2022
Q3 		$213K Buy
2,633
+69
+3% +$6.2K 0.12% 134
2022
Q2 		$230K Buy
2,564
+40
+2% +$4.05K 0.12% 133
2022
Q1 		$280K Buy
2,524
+11
+0.4% +$1.16K 0.12% 133
2021
Q4 		$260K Buy
2,513
+27
+1% +$3.13K 0.1% 140
2021
Q3 		$312K Buy
2,486
+62
+3% +$8.03K 0.14% 125
2021
Q2 		$301K Sell
2,424
-55
-2% -$6.91K 0.14% 126
2021
Q1 		$293K Hold
2,479
– – 0.14% 125
2020
Q4 		$290K Hold
2,479
– – 0.16% 115
2020
Q3 		$258K Sell
2,479
-135
-5% -$13.6K 0.16% 108
2020
Q2 		$240K Sell
2,614
-6
-0.2% -$575 0.16% 102
2020
Q1 		$236K Buy
2,620
+94
+4% +$10K 0.18% 95
2019
Q4 		$287K Buy
+2,526
New +$277K 0.19% 86

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Excalibur Management's MDT Position: Q2 2026 in Review

Excalibur Management held its Medtronic (MDT) position steady in Q2 2026 at 3,531 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #149.

Excalibur Management first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $339K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Excalibur Management held 3,531 shares of Medtronic worth $276K as of Q2 2026.
  • Excalibur Management left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.09% of Excalibur Management's portfolio in Q2 2026, its #149 holding.
  • Excalibur Management first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • Excalibur Management's Medtronic position peaked at $339K in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.