Golden State Equity Partners’s Medtronic MDT Stock Holding History

Golden State Equity 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	$1.08M	Buy	12,514 +5,925	+90%	+$568K	0.08%	271
2025 Q4	$633K	Buy	6,589 +3,913	+146%	+$380K	0.1%	228
2025 Q3	$255K	Buy	+2,676	New	+$246K	0.04%	384
2025 Q2	–	Sell	-6,239	Closed	-$561K	–	462
2025 Q1	$561K	Buy	+6,239	New	+$558K	0.11%	227
2024 Q4	–	Sell	-901	Closed	-$81.1K	–	687
2024 Q3	$81.1K	Buy	+901	New	+$75.8K	0.04%	312
2023 Q4	$903K	Sell	10,963 -3,510	-24%	-$268K	0.22%	112
2023 Q3	$1.13M	Buy	14,473 +5,397	+59%	+$452K	0.32%	84
2023 Q2	$800K	Sell	9,076 -1,132	-11%	-$97.5K	0.22%	109
2023 Q1	$823K	Buy	+10,208	New	+$832K	0.45%	67
2022 Q1	$1.97M	Buy	+17,756	New	+$1.88M	0.99%	28
2021 Q4	–	Sell	-10,722	Closed	-$1.34M	–	219
2021 Q3	$1.34M	Buy	10,722 +122	+1%	+$15.8K	0.55%	43
2021 Q2	$1.32M	Buy	10,600 +2,073	+24%	+$260K	0.51%	46
2021 Q1	$1.01M	Buy	8,527 +2,300	+37%	+$270K	0.57%	49
2020 Q4	$729K	Buy	+6,227	New	+$686K	0.5%	55

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

Golden State Equity Partners's MDT Position: Q1 2026 in Review

Golden State Equity Partners increased its Medtronic (MDT) stake by 90% in Q1 2026, buying an estimated $568K and bringing the position to 12,514 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #271.

Golden State Equity Partners first reported a position in MDT in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.97M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Golden State Equity Partners held 12,514 shares of Medtronic worth $1.08M as of Q1 2026.
Golden State Equity Partners bought 5,925 Medtronic shares in Q1 2026, an estimated $568K.
Medtronic made up 0.08% of Golden State Equity Partners's portfolio in Q1 2026, its #271 holding.
Golden State Equity Partners first reported a position in Medtronic in Q4 2020 and has held it in 14 quarters since.
Golden State Equity Partners's Medtronic position peaked at $1.97M in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.