Lido Advisors
MDT icon

Lido Advisors’s Medtronic MDT Stock Holding History

Lido Advisors’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
2020
Q3 		– Sell
-6,600
Closed -$605K – 675
2020
Q2 		$605K Hold
6,600
– – 0.02% 315
2020
Q1 		$595K Hold
6,600
– – 0.03% 296
2019
Q4 		$748K Hold
6,600
– – 0.03% 309
2019
Q3 		$716K Buy
+6,600
New +$689K 0.04% 269

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

Lido Advisors's MDT Position: Q1 2026 in Review

Lido Advisors reduced its Medtronic (MDT) stake by 1.7% in Q1 2026, selling an estimated $149K and leaving 87,746 shares worth $7.64M. The position accounts for 0.02% of the portfolio, ranked #369.

Lido Advisors first reported a position in MDT in Q3 2017 and has held it in 35 quarters since. The position peaked at $11.3M in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Lido Advisors held 87,746 shares of Medtronic worth $7.64M as of Q1 2026.
  • Lido Advisors sold 1,555 Medtronic shares in Q1 2026, an estimated $149K.
  • Medtronic made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #369 holding.
  • Lido Advisors first reported a position in Medtronic in Q3 2017 and has held it in 35 quarters since.
  • Lido Advisors's Medtronic position peaked at $11.3M in Q1 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.