FP
MDT icon

Financial Perspectives’s Medtronic MDT Stock Holding History

Financial Perspectives’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 		$19M Buy
218,905
+1,603
+0.7% +$154K 5.3% 3
2025
Q4 		$20.9M Buy
217,302
+362
+0.2% +$35.2K 5.62% 2
2025
Q3 		$20.7M Sell
216,940
-1,978
-0.9% -$182K 5.73% 1
2025
Q2 		$19.1M Sell
218,918
-4,061
-2% -$344K 5.77% 1
2025
Q1 		$20M Sell
222,979
-4,117
-2% -$368K 6.86% 1
2024
Q4 		$18.1M Buy
227,096
+5,261
+2% +$455K 6.09% 1
2024
Q3 		$20M Sell
221,835
-9,847
-4% -$828K 6.92% 1
2024
Q2 		$18.2M Sell
231,682
-3,744
-2% -$307K 6.73% 1
2024
Q1 		$20.5M Sell
235,426
-3,844
-2% -$328K 7.78% 1
2023
Q4 		$19.7M Sell
239,270
-1,744
-0.7% -$133K 8% 1
2023
Q3 		$18.9M Buy
241,014
+10,306
+4% +$863K 8.64% 1
2023
Q2 		$20.3M Buy
230,708
+299
+0.1% +$25.7K 8.94% 1
2023
Q1 		$18.6M Buy
230,409
+3,294
+1% +$268K 8.88% 1
2022
Q4 		$17.7M Buy
227,115
+71
+0% +$5.75K 9.05% 1
2022
Q3 		$18.3M Sell
227,044
-40
-0% -$3.6K 10.28% 1
2022
Q2 		$20.4M Buy
227,084
+2,454
+1% +$249K 11.5% 1
2022
Q1 		$24.9M Sell
224,630
-1,731
-0.8% -$183K 11.64% 1
2021
Q4 		$23.4M Buy
226,361
+233
+0.1% +$27K 11.07% 1
2021
Q3 		$28.3M Sell
226,128
-6,424
-3% -$831K 14.28% 1
2021
Q2 		$28.9M Sell
232,552
-27,231,047
-99% -$3.42B 14.05% 1
2021
Q1 		$232M Buy
27,463,599
+27,232,642
+11,791% +$3.19B 11.55% 1
2020
Q4 		$27.1M Sell
230,957
-319
-0.1% -$35.1K 15.37% 1
2020
Q3 		$24M Buy
231,276
+939
+0.4% +$94.3K 15.81% 1
2020
Q2 		$21.1M Buy
230,337
+2,495
+1% +$239K 15.11% 1
2020
Q1 		$20.5M Sell
227,842
-649
-0.3% -$69K 16.61% 1
2019
Q4 		$25.9M Buy
+228,491
New +$25.1M 17.69% 2

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

Financial Perspectives's MDT Position: Q1 2026 in Review

Financial Perspectives increased its Medtronic (MDT) stake by 0.74% in Q1 2026, buying an estimated $154K and bringing the position to 218,905 shares worth $19M. The position accounts for 5.3% of the portfolio, ranked #3.

Financial Perspectives first reported a position in MDT in Q4 2019 and has held it in 26 quarters since. The position peaked at $232M in Q1 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Financial Perspectives held 218,905 shares of Medtronic worth $19M as of Q1 2026.
  • Financial Perspectives bought 1,603 Medtronic shares in Q1 2026, an estimated $154K.
  • Medtronic made up 5.3% of Financial Perspectives's portfolio in Q1 2026, its #3 holding.
  • Financial Perspectives first reported a position in Medtronic in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Medtronic position peaked at $232M in Q1 2021.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.