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Johnson Financial Group Inc (Wisconsin)’s Medtronic MDT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$1.86M Sell
21,245
-1,130
-5% -$108K 0.07% 124
2025
Q4 		$2.16M Sell
22,375
-1,246
-5% -$121K 0.08% 118
2025
Q3 		$2.27M Sell
23,621
-7,253
-23% -$667K 0.09% 116
2025
Q2 		$2.71M Sell
30,874
-2,040
-6% -$173K 0.12% 93
2025
Q1 		$2.98M Buy
32,914
+4,550
+16% +$407K 0.15% 84
2024
Q4 		$2.58M Sell
28,364
-3,660
-11% -$317K 0.12% 93
2024
Q3 		$2.9M Buy
32,024
+3,903
+14% +$328K 0.13% 88
2024
Q2 		$2.23M Buy
28,121
+19,127
+213% +$1.57M 0.11% 102
2024
Q1 		$789K Buy
8,994
+2,049
+30% +$175K 0.04% 140
2023
Q4 		$577K Sell
6,945
-4,308
-38% -$328K 0.03% 170
2023
Q3 		$888K Sell
11,253
-122
-1% -$10.2K 0.06% 123
2023
Q2 		$1.01M Buy
11,375
+2,210
+24% +$190K 0.07% 123
2023
Q1 		$741K Buy
9,165
+2,411
+36% +$197K 0.05% 140
2022
Q4 		$525K Buy
6,754
+82
+1% +$6.65K 0.04% 163
2022
Q3 		$580K Buy
6,672
+447
+7% +$40.2K 0.05% 145
2022
Q2 		$559K Buy
6,225
+183
+3% +$18.5K 0.04% 173
2022
Q1 		$670K Buy
6,042
+102
+2% +$10.8K 0.05% 171
2021
Q4 		$615K Sell
5,940
-352
-6% -$40.8K 0.04% 169
2021
Q3 		$788K Sell
6,292
-352
-5% -$45.6K 0.05% 147
2021
Q2 		$824K Sell
6,644
-312
-4% -$39.2K 0.05% 148
2021
Q1 		$822K Buy
6,956
+263
+4% +$30.8K 0.06% 137
2020
Q4 		$784K Buy
6,693
+938
+16% +$103K 0.07% 123
2020
Q3 		$598K Buy
5,755
+278
+5% +$27.9K 0.06% 131
2020
Q2 		$502K Sell
5,477
-3,347
-38% -$321K 0.05% 130
2020
Q1 		$797K Buy
8,824
+4,150
+89% +$442K 0.1% 102
2019
Q4 		$530K Buy
4,674
+4,003
+597% +$439K 0.05% 136
2019
Q3 		$73K Sell
671
-389
-37% -$40.6K 0.01% 308
2019
Q2 		$103K Sell
1,060
-62
-6% -$5.66K 0.01% 271
2019
Q1 		$102K Sell
1,122
-840
-43% -$75.2K 0.01% 264
2018
Q4 		$178K Sell
1,962
-1,363
-41% -$127K 0.02% 220
2018
Q3 		$327K Sell
3,325
-686
-17% -$63.4K 0.03% 197
2018
Q2 		$343K Sell
4,011
-216
-5% -$18K 0.04% 189
2018
Q1 		$339K Buy
4,227
+477
+13% +$39.3K 0.04% 191
2017
Q4 		$303K Sell
3,750
-351
-9% -$28.1K 0.04% 212
2017
Q3 		$319K Buy
4,101
+661
+19% +$54.9K 0.04% 197
2017
Q2 		$305K Sell
3,440
-3,493
-50% -$295K 0.04% 199
2017
Q1 		$559K Sell
6,933
-354
-5% -$27.7K 0.07% 196
2016
Q4 		$519K Buy
7,287
+1,620
+29% +$127K 0.07% 200
2016
Q3 		$491K Sell
5,667
-983
-15% -$85.7K 0.07% 198
2016
Q2 		$577K Buy
6,650
+1,762
+36% +$142K 0.08% 188
2016
Q1 		$366K Buy
4,888
+157
+3% +$11.8K 0.07% 196
2015
Q4 		$364K Sell
4,731
-3,398
-42% -$256K 0.08% 189
2015
Q3 		$545K Sell
8,129
-162
-2% -$11.9K 0.12% 161
2015
Q2 		$614K Buy
+8,291
New +$633K 0.13% 152
2015
Q1 		– Sell
-8,398
Closed -$607K – 848
2014
Q4 		$607K Sell
8,398
-353
-4% -$24.5K 0.14% 140
2014
Q3 		$544K Buy
8,751
+381
+5% +$24.2K 0.14% 141
2014
Q2 		$533K Buy
8,370
+2,801
+50% +$170K 0.14% 148
2014
Q1 		$343K Sell
5,569
-124
-2% -$7.22K 0.1% 166
2013
Q4 		$326K Sell
5,693
-2,415
-30% -$137K 0.09% 168
2013
Q3 		$431K Sell
8,108
-1,692
-17% -$91K 0.13% 145
2013
Q2 		$505K Buy
+9,800
New +$484K 0.14% 132

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

Johnson Financial Group Inc (Wisconsin)'s MDT Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Medtronic (MDT) stake by 5.1% in Q1 2026, selling an estimated $108K and leaving 21,245 shares worth $1.86M. The position accounts for 0.07% of the portfolio, ranked #124.

Johnson Financial Group Inc (Wisconsin) first reported a position in MDT in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.98M in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 21,245 shares of Medtronic worth $1.86M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 1,130 Medtronic shares in Q1 2026, an estimated $108K.
  • Medtronic made up 0.07% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #124 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Medtronic in Q2 2013 and has held it in 51 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Medtronic position peaked at $2.98M in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.