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Lifeworks Advisors’s Medtronic MDT Stock Holding History

Lifeworks 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
2026
Q1 		$4.38M Buy
50,553
+3,900
+8% +$374K 0.56% 61
2025
Q4 		$4.48M Sell
46,653
-10,836
-19% -$1.05M 0.58% 57
2025
Q3 		$5.48M Buy
57,489
+54,820
+2,054% +$5.04M 0.73% 39
2025
Q2 		$233K Buy
+2,669
New +$226K 0.03% 287
2022
Q3 		– Sell
-3,715
Closed -$333K – 149
2022
Q2 		$333K Buy
3,715
+862
+30% +$87.3K 0.21% 97
2022
Q1 		$317K Buy
2,853
+175
+7% +$18.5K 0.21% 95
2021
Q4 		$277K Buy
+2,678
New +$310K 0.22% 98

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

Lifeworks Advisors's MDT Position: Q1 2026 in Review

Lifeworks Advisors increased its Medtronic (MDT) stake by 8.4% in Q1 2026, buying an estimated $374K and bringing the position to 50,553 shares worth $4.38M. The position accounts for 0.56% of the portfolio, ranked #61.

Lifeworks Advisors first reported a position in MDT in Q4 2021 and has held it in 7 quarters since. The position peaked at $5.48M in Q3 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Lifeworks Advisors held 50,553 shares of Medtronic worth $4.38M as of Q1 2026.
  • Lifeworks Advisors bought 3,900 Medtronic shares in Q1 2026, an estimated $374K.
  • Medtronic made up 0.56% of Lifeworks Advisors's portfolio in Q1 2026, its #61 holding.
  • Lifeworks Advisors first reported a position in Medtronic in Q4 2021 and has held it in 7 quarters since.
  • Lifeworks Advisors's Medtronic position peaked at $5.48M in Q3 2025.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.