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Joseph Group Capital Management’s Medtronic MDT Stock Holding History

Joseph Group Capital 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 		$15.1K Buy
174
+41
+31% +$3.93K ﹤0.01% 220
2025
Q4 		$12.8K Buy
+133
New +$12.9K ﹤0.01% 159

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

Joseph Group Capital Management's MDT Position: Q1 2026 in Review

Joseph Group Capital Management increased its Medtronic (MDT) stake by 31% in Q1 2026, buying an estimated $3.93K and bringing the position to 174 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Joseph Group Capital Management first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Joseph Group Capital Management held 174 shares of Medtronic worth $15.1K as of Q1 2026.
  • Joseph Group Capital Management bought 41 Medtronic shares in Q1 2026, an estimated $3.93K.
  • Medtronic made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q1 2026, its #220 holding.
  • Joseph Group Capital Management first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.