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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
2024
Q1 		– Sell
-55,100
Closed -$4.54M – 1859
2023
Q4 		$4.54M Sell
55,100
-48,900
-47% -$3.73M 0.03% 429
2023
Q3 		$8.15M Buy
+104,000
New +$8.71M 0.07% 212

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

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.