J. Safra Asset Management’s Medtronic MDT Stock Holding History

J. Safra Asset Management’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	$2.25K	Buy	26 +6	+30%	+$575	﹤0.01%	594
2025 Q4	$1.92K	Hold	20	–	–	﹤0.01%	575
2025 Q3	$1.91K	Buy	+20	New	+$1.84K	﹤0.01%	415
2023 Q1	–	Sell	-217	Closed	-$16K	–	118
2022 Q4	$16K	Buy	+217	New	+$17.6K	﹤0.01%	48
2022 Q2	–	Sell	-146	Closed	-$1K	–	98
2022 Q1	$1K	Buy	+146	New	+$15.4K	0.02%	39

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

J. Safra Asset Management's MDT Position: Q1 2026 in Review

J. Safra Asset Management increased its Medtronic (MDT) stake by 30% in Q1 2026, buying an estimated $575 and bringing the position to 26 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

J. Safra Asset Management first reported a position in MDT in Q1 2022 and has held it in 5 quarters since. The position peaked at $16K in Q4 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

J. Safra Asset Management held 26 shares of Medtronic worth $2.25K as of Q1 2026.
J. Safra Asset Management bought 6 Medtronic shares in Q1 2026, an estimated $575.
Medtronic made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #594 holding.
J. Safra Asset Management first reported a position in Medtronic in Q1 2022 and has held it in 5 quarters since.
J. Safra Asset Management's Medtronic position peaked at $16K in Q4 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.