Fidelis Capital Partners’s Medtronic MDT Stock Holding History

Fidelis Capital Partners’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	$264K	Sell	3,047 -2,767	-48%	-$265K	0.02%	428
2025 Q4	$558K	Sell	5,814 -1,347	-19%	-$131K	0.04%	290
2025 Q3	$682K	Buy	7,161 +4,404	+160%	+$405K	0.05%	253
2025 Q2	$246K	Sell	2,757 -383	-12%	-$32.5K	0.02%	384
2025 Q1	$264K	Sell	3,140 -3	-0.1%	-$268	0.03%	345
2024 Q4	$285K	Buy	3,143 +720	+30%	+$62.3K	0.03%	343
2024 Q3	$224K	Buy	+2,423	New	+$204K	0.03%	371
2024 Q2	–	Sell	-4,678	Closed	-$408K	–	394
2024 Q1	$408K	Buy	4,678 +1,061	+29%	+$90.5K	0.06%	236
2023 Q4	$298K	Sell	3,617 -67	-2%	-$5.11K	0.07%	245
2023 Q3	$293K	Buy	3,684 +884	+32%	+$74K	0.1%	199
2023 Q2	$247K	Buy	+2,800	New	+$241K	0.09%	231

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

Fidelis Capital Partners's MDT Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Medtronic (MDT) stake by 48% in Q1 2026, selling an estimated $265K and leaving 3,047 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #428.

Fidelis Capital Partners first reported a position in MDT in Q2 2023 and has held it in 11 quarters since. The position peaked at $682K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Fidelis Capital Partners held 3,047 shares of Medtronic worth $264K as of Q1 2026.
Fidelis Capital Partners sold 2,767 Medtronic shares in Q1 2026, an estimated $265K.
Medtronic made up 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #428 holding.
Fidelis Capital Partners first reported a position in Medtronic in Q2 2023 and has held it in 11 quarters since.
Fidelis Capital Partners's Medtronic position peaked at $682K in Q3 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.