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Live Oak Investment Partners’s Medtronic MDT Stock Holding History

Live Oak Investment Partners’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 		$813K Buy
9,380
+584
+7% +$55.9K 0.48% 49
2025
Q4 		$845K Buy
+8,796
New +$854K 0.52% 52
2024
Q4 		– Hold
0
– – – 95
2024
Q3 		– Hold
0
– – – 95
2024
Q2 		– Hold
0
– – – 94
2023
Q4 		– Hold
0
– – – 100
2023
Q3 		– Hold
0
– – – 103
2023
Q2 		– Hold
0
– – – 98
2023
Q1 		– Hold
0
– – – 95
2022
Q4 		– Hold
0
– – – 95

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

Live Oak Investment Partners's MDT Position: Q1 2026 in Review

Live Oak Investment Partners increased its Medtronic (MDT) stake by 6.6% in Q1 2026, buying an estimated $55.9K and bringing the position to 9,380 shares worth $813K. The position accounts for 0.48% of the portfolio, ranked #49.

Live Oak Investment Partners first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. The position peaked at $845K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Live Oak Investment Partners held 9,380 shares of Medtronic worth $813K as of Q1 2026.
  • Live Oak Investment Partners bought 584 Medtronic shares in Q1 2026, an estimated $55.9K.
  • Medtronic made up 0.48% of Live Oak Investment Partners's portfolio in Q1 2026, its #49 holding.
  • Live Oak Investment Partners first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • Live Oak Investment Partners's Medtronic position peaked at $845K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Live Oak Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.