Inlet Private Wealth’s Medtronic MDT Stock Holding History

Inlet Private Wealth’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	$572K	Sell	6,600 -5,450	-45%	-$522K	0.15%	95
2025 Q4	$1.16M	Sell	12,050 -840	-7%	-$81.6K	0.27%	75
2025 Q3	$1.23M	Buy	12,890 +190	+1%	+$17.5K	0.28%	81
2025 Q2	$1.11M	Hold	12,700	–	–	0.27%	82
2025 Q1	$1.14M	Sell	12,700 -3,401	-21%	-$304K	0.3%	78
2024 Q4	$1.29M	Sell	16,101 -11,393	-41%	-$986K	0.34%	77
2024 Q3	$2.48M	Sell	27,494 -36,800	-57%	-$3.1M	0.63%	54
2024 Q2	$5.06M	Buy	64,294 +150	+0.2%	+$12.3K	1.38%	27
2024 Q1	$5.59M	Buy	64,144 +3,260	+5%	+$278K	1.56%	24
2023 Q4	$5.02M	Sell	60,884 -1,400	-2%	-$107K	1.54%	24
2023 Q3	$4.88M	Sell	62,284 -1,575	-2%	-$132K	1.6%	21
2023 Q2	$5.63M	Buy	63,859 +1,275	+2%	+$110K	1.42%	21
2023 Q1	$5.05M	Buy	62,584 +3,775	+6%	+$308K	1.31%	21
2022 Q4	$4.57M	Buy	+58,809	New	+$4.77M	1.17%	27

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

Inlet Private Wealth's MDT Position: Q1 2026 in Review

Inlet Private Wealth reduced its Medtronic (MDT) stake by 45% in Q1 2026, selling an estimated $522K and leaving 6,600 shares worth $572K. The position accounts for 0.15% of the portfolio, ranked #95.

Inlet Private Wealth first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.63M in Q2 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Inlet Private Wealth held 6,600 shares of Medtronic worth $572K as of Q1 2026.
Inlet Private Wealth sold 5,450 Medtronic shares in Q1 2026, an estimated $522K.
Medtronic made up 0.15% of Inlet Private Wealth's portfolio in Q1 2026, its #95 holding.
Inlet Private Wealth first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
Inlet Private Wealth's Medtronic position peaked at $5.63M in Q2 2023.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.