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MBA Advisors’s Medtronic MDT Stock Holding History

MBA 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 		$358K Buy
4,129
+34
+0.8% +$3.26K 0.14% 101
2025
Q4 		$393K Sell
4,095
-454
-10% -$44.1K 0.16% 97
2025
Q3 		$433K Buy
4,549
+618
+16% +$56.8K 0.19% 93
2025
Q2 		$343K Sell
3,931
-135
-3% -$11.4K 0.16% 101
2025
Q1 		$365K Buy
4,066
+435
+12% +$38.9K 0.18% 96
2024
Q4 		$290K Sell
3,631
-915
-20% -$79.2K 0.15% 105
2024
Q3 		$409K Sell
4,546
-26
-0.6% -$2.19K 0.2% 87
2024
Q2 		$360K Buy
4,572
+579
+15% +$47.5K 0.18% 89
2024
Q1 		$348K Buy
3,993
+586
+17% +$50K 0.18% 90
2023
Q4 		$281K Sell
3,407
-560
-14% -$42.7K 0.16% 100
2023
Q3 		$311K Buy
3,967
+500
+14% +$41.9K 0.19% 88
2023
Q2 		$305K Sell
3,467
-528
-13% -$45.5K 0.18% 90
2023
Q1 		$322K Buy
+3,995
New +$326K 0.2% 91
2022
Q4 		– Sell
-2,636
Closed -$213K – 125
2022
Q3 		$213K Sell
2,636
-525
-17% -$47.2K 0.15% 115
2022
Q2 		$284K Sell
3,161
-260
-8% -$26.3K 0.2% 99
2022
Q1 		$380K Buy
3,421
+623
+22% +$65.8K 0.24% 96
2021
Q4 		$289K Buy
+2,798
New +$324K 0.18% 119

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

MBA Advisors's MDT Position: Q1 2026 in Review

MBA Advisors increased its Medtronic (MDT) stake by 0.83% in Q1 2026, buying an estimated $3.26K and bringing the position to 4,129 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #101.

MBA Advisors first reported a position in MDT in Q4 2021 and has held it in 17 quarters since. The position peaked at $433K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • MBA Advisors held 4,129 shares of Medtronic worth $358K as of Q1 2026.
  • MBA Advisors bought 34 Medtronic shares in Q1 2026, an estimated $3.26K.
  • Medtronic made up 0.14% of MBA Advisors's portfolio in Q1 2026, its #101 holding.
  • MBA Advisors first reported a position in Medtronic in Q4 2021 and has held it in 17 quarters since.
  • MBA Advisors's Medtronic position peaked at $433K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.