Jefferies Financial Group’s Medtronic MDT Stock Holding History

Jefferies Financial 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	–	Sell	-4,644	Closed	-$446K	–	2027
2025 Q4	$446K	Buy	+4,644	New	+$451K	﹤0.01%	1365
2025 Q2	–	Sell	-6,762	Closed	-$608K	–	1622
2025 Q1	$608K	Sell	6,762 -118,737	-95%	-$10.6M	0.01%	991
2024 Q4	$10M	Buy	125,499 +11,703	+10%	+$1.01M	0.06%	224
2024 Q3	$10.2M	Buy	113,796 +76,675	+207%	+$6.45M	0.07%	169
2024 Q2	$2.92M	Hold	37,121	–	–	0.03%	439
2024 Q1	$3.24M	Sell	37,121 -54,737	-60%	-$4.67M	0.03%	429
2023 Q4	$7.57M	Buy	91,858 +62,174	+209%	+$4.74M	0.05%	289
2023 Q3	$2.33M	Buy	+29,684	New	+$2.48M	0.02%	577

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

Jefferies Financial Group's MDT Position: Q1 2026 in Review

Jefferies Financial Group sold out of Medtronic (MDT) in Q1 2026, closing a stake of 4,644 shares — an estimated $446K sold.

Jefferies Financial Group first reported a position in MDT in Q3 2023 and held it in 8 quarters. The position peaked at $10.2M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Jefferies Financial Group reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 4,644 Medtronic shares in Q1 2026, an estimated $446K.
Jefferies Financial Group first reported a position in Medtronic in Q3 2023 and held it in 8 quarters.
Jefferies Financial Group's Medtronic position peaked at $10.2M in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.