Marathon Capital Management’s Medtronic MDT Stock Holding History

Marathon Capital Management’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	$244K	Buy	2,814 +100	+4%	+$9.58K	0.05%	148
2025 Q4	$261K	Buy	+2,714	New	+$264K	0.06%	140
2016 Q2	–	Sell	-3,178	Closed	-$238K	–	90
2016 Q1	$238K	Buy	3,178 +350	+12%	+$26.4K	0.12%	62
2015 Q4	$217K	Buy	+2,828	New	+$213K	0.11%	65
2015 Q3	–	Sell	-2,794	Closed	-$207K	–	94
2015 Q2	$207K	Sell	2,794 -340	-11%	-$26K	0.1%	77
2015 Q1	$244K	Sell	3,134 -200	-6%	-$15.2K	0.11%	72
2014 Q4	$241K	Sell	3,334 -460	-12%	-$32K	0.22%	64
2014 Q3	$235K	Sell	3,794 -500	-12%	-$31.8K	0.21%	66
2014 Q2	$274K	Sell	4,294 -25	-0.6%	-$1.52K	0.22%	59
2014 Q1	$266K	Hold	4,319	–	–	0.2%	62
2013 Q4	$248K	Hold	4,319	–	–	0.18%	63
2013 Q3	$230K	Sell	4,319 -337	-7%	-$18.1K	0.2%	61
2013 Q2	$240K	Buy	+4,656	New	+$230K	0.2%	57

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

Marathon Capital Management's MDT Position: Q1 2026 in Review

Marathon Capital Management increased its Medtronic (MDT) stake by 3.7% in Q1 2026, buying an estimated $9.58K and bringing the position to 2,814 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #148.

Marathon Capital Management first reported a position in MDT in Q2 2013 and has held it in 13 quarters since. The position peaked at $274K in Q2 2014. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Marathon Capital Management held 2,814 shares of Medtronic worth $244K as of Q1 2026.
Marathon Capital Management bought 100 Medtronic shares in Q1 2026, an estimated $9.58K.
Medtronic made up 0.05% of Marathon Capital Management's portfolio in Q1 2026, its #148 holding.
Marathon Capital Management first reported a position in Medtronic in Q2 2013 and has held it in 13 quarters since.
Marathon Capital Management's Medtronic position peaked at $274K in Q2 2014.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.