Ipsen Advisor Group’s Medtronic MDT Stock Holding History

Ipsen Advisor Group’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	$529K	Buy	6,101 +149	+3%	+$14.3K	0.37%	70
2025 Q4	$572K	Buy	5,952 +101	+2%	+$9.81K	0.41%	64
2025 Q3	$557K	Sell	5,851 -110	-2%	-$10.1K	0.4%	65
2025 Q2	$520K	Buy	5,961 +169	+3%	+$14.3K	0.4%	65
2025 Q1	$520K	Buy	5,792 +45	+0.8%	+$4.03K	0.45%	55
2024 Q4	$459K	Buy	+5,747	New	+$498K	0.39%	62
2022 Q4	$281K	Buy	+3,621	New	+$293K	0.32%	80

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

Ipsen Advisor Group's MDT Position: Q1 2026 in Review

Ipsen Advisor Group increased its Medtronic (MDT) stake by 2.5% in Q1 2026, buying an estimated $14.3K and bringing the position to 6,101 shares worth $529K. The position accounts for 0.37% of the portfolio, ranked #70.

Ipsen Advisor Group first reported a position in MDT in Q4 2022 and has held it in 7 quarters since. The position peaked at $572K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Ipsen Advisor Group held 6,101 shares of Medtronic worth $529K as of Q1 2026.
Ipsen Advisor Group bought 149 Medtronic shares in Q1 2026, an estimated $14.3K.
Medtronic made up 0.37% of Ipsen Advisor Group's portfolio in Q1 2026, its #70 holding.
Ipsen Advisor Group first reported a position in Medtronic in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's Medtronic position peaked at $572K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.