Joseph P. Lucia & Associates’s Medtronic MDT Stock Holding History

Joseph P. Lucia & Associates’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	-2,642	Closed	-$254K	–	175
2025 Q4	$254K	Buy	+2,642	New	+$257K	0.09%	146
2021 Q2	–	Sell	-4	Closed	–	–	600
2021 Q1	$0	Buy	+4	New	+$469	﹤0.01%	593

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joseph P. Lucia & Associates's MDT Position: Q1 2026 in Review

Joseph P. Lucia & Associates sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,642 shares — an estimated $254K sold.

Joseph P. Lucia & Associates first reported a position in MDT in Q1 2021 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 2,252 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Joseph P. Lucia & Associates reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Joseph P. Lucia & Associates sold 2,642 Medtronic shares in Q1 2026, an estimated $254K.
Joseph P. Lucia & Associates first reported a position in Medtronic in Q1 2021 and held it in 2 quarters.
Joseph P. Lucia & Associates's Medtronic position peaked at $254K in Q4 2025.
2,252 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.