Klingman & Associates’s Medtronic MDT Stock Holding History

Klingman & 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	$210K	Sell	2,420 -185	-7%	-$17.7K	0.01%	321
2025 Q4	$250K	Buy	2,605 +75	+3%	+$7.29K	0.01%	284
2025 Q3	$241K	Buy	+2,530	New	+$233K	0.01%	288
2016 Q4	–	Sell	-1,362	Closed	-$118K	–	229
2016 Q3	$118K	Hold	1,362	–	–	0.04%	125
2016 Q2	$118K	Hold	1,362	–	–	0.04%	124
2016 Q1	$102K	Sell	1,362 -25	-2%	-$1.88K	0.04%	138
2015 Q4	$107K	Hold	1,387	–	–	0.04%	151
2015 Q3	$92K	Hold	1,387	–	–	0.04%	163
2015 Q2	$103K	Hold	1,387	–	–	0.04%	131
2015 Q1	$108K	Buy	+1,387	New	+$105K	0.04%	123

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

Klingman & Associates's MDT Position: Q1 2026 in Review

Klingman & Associates reduced its Medtronic (MDT) stake by 7.1% in Q1 2026, selling an estimated $17.7K and leaving 2,420 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #321.

Klingman & Associates first reported a position in MDT in Q1 2015 and has held it in 10 quarters since. The position peaked at $250K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Klingman & Associates held 2,420 shares of Medtronic worth $210K as of Q1 2026.
Klingman & Associates sold 185 Medtronic shares in Q1 2026, an estimated $17.7K.
Medtronic made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #321 holding.
Klingman & Associates first reported a position in Medtronic in Q1 2015 and has held it in 10 quarters since.
Klingman & Associates's Medtronic position peaked at $250K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.