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Jackson Grant Investment Advisers’s Medtronic MDT Stock Holding History

Jackson Grant Investment Advisers’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 		$142K Buy
1,639
+2
+0.1% +$192 0.05% 141
2025
Q4 		$157K Buy
1,637
+3
+0.2% +$291 0.05% 131
2025
Q3 		$156K Buy
1,634
+76
+5% +$6.99K 0.05% 132
2025
Q2 		$136K Buy
1,558
+110
+8% +$9.33K 0.05% 131
2025
Q1 		$130K Buy
1,448
+3
+0.2% +$268 0.05% 131
2024
Q4 		$115K Buy
1,445
+3
+0.2% +$260 0.04% 135
2024
Q3 		$130K Buy
1,442
+3
+0.2% +$252 0.05% 134
2024
Q2 		$113K Sell
1,439
-310
-18% -$25.4K 0.05% 137
2024
Q1 		$152K Buy
1,749
+5
+0.3% +$427 0.06% 119
2023
Q4 		$144K Sell
1,744
-510
-23% -$38.9K 0.06% 120
2023
Q3 		$177K Buy
2,254
+5
+0.2% +$419 0.09% 101
2023
Q2 		$198K Sell
2,249
-89
-4% -$7.66K 0.09% 101
2023
Q1 		$189K Buy
2,338
+5
+0.2% +$408 0.09% 104
2022
Q4 		$181K Sell
2,333
-500
-18% -$40.5K 0.09% 102
2022
Q3 		$229K Sell
2,833
-767
-21% -$68.9K 0.12% 83
2022
Q2 		$323K Buy
3,600
+65
+2% +$6.59K 0.16% 75
2022
Q1 		$392K Buy
3,535
+3
+0.1% +$317 0.16% 73
2021
Q4 		$365K Sell
3,532
-665
-16% -$77K 0.19% 64
2021
Q3 		$526K Buy
4,197
+6
+0.1% +$777 0.23% 56
2021
Q2 		$520K Buy
4,191
+35
+0.8% +$4.39K 0.23% 58
2021
Q1 		$491K Buy
4,156
+379
+10% +$44.4K 0.23% 60
2020
Q4 		$442K Buy
3,777
+9
+0.2% +$991 0.23% 56
2020
Q3 		$392K Buy
3,768
+10
+0.3% +$1K 0.24% 56
2020
Q2 		$345K Buy
3,758
+9
+0.2% +$863 0.22% 59
2020
Q1 		$338K Buy
3,749
+7
+0.2% +$745 0.25% 56
2019
Q4 		$425K Buy
3,742
+8
+0.2% +$878 0.23% 57
2019
Q3 		$406K Buy
3,734
+9
+0.2% +$939 0.23% 56
2019
Q2 		$363K Buy
3,725
+9
+0.2% +$822 0.21% 59
2019
Q1 		$338K Sell
3,716
-36
-1% -$3.22K 0.2% 57
2018
Q4 		$341K Buy
3,752
+171
+5% +$16K 0.24% 55
2018
Q3 		$352K Buy
3,581
+12
+0.3% +$1.11K 0.22% 57
2018
Q2 		$306K Buy
3,569
+13
+0.4% +$1.09K 0.21% 60
2018
Q1 		$285K Buy
3,556
+12
+0.3% +$990 0.2% 63
2017
Q4 		$286K Buy
3,544
+197
+6% +$15.8K 0.19% 64
2017
Q3 		$260K Buy
3,347
+518
+18% +$43K 0.19% 65
2017
Q2 		$251K Sell
2,829
-91
-3% -$7.67K 0.19% 61
2017
Q1 		$235K Buy
2,920
+9
+0.3% +$703 0.19% 60
2016
Q4 		$207K Sell
2,911
-925
-24% -$72.7K 0.18% 62
2016
Q3 		$331K Buy
3,836
+12
+0.3% +$1.05K 0.27% 43
2016
Q2 		$332K Buy
3,824
+107
+3% +$8.65K 0.29% 39
2016
Q1 		$279K Sell
3,717
-1,120
-23% -$84.4K 0.25% 46
2015
Q4 		$372K Buy
+4,837
New +$364K 0.35% 44

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

Jackson Grant Investment Advisers's MDT Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its Medtronic (MDT) stake by 0.12% in Q1 2026, buying an estimated $192 and bringing the position to 1,639 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #141.

Jackson Grant Investment Advisers first reported a position in MDT in Q4 2015 and has held it in 42 quarters since. The position peaked at $526K in Q3 2021. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Jackson Grant Investment Advisers held 1,639 shares of Medtronic worth $142K as of Q1 2026.
  • Jackson Grant Investment Advisers bought 2 Medtronic shares in Q1 2026, an estimated $192.
  • Medtronic made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #141 holding.
  • Jackson Grant Investment Advisers first reported a position in Medtronic in Q4 2015 and has held it in 42 quarters since.
  • Jackson Grant Investment Advisers's Medtronic position peaked at $526K in Q3 2021.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.