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Meritage Portfolio Management’s Medtronic MDT Stock Holding History

Meritage Portfolio 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
2025
Q4 		$3.45M Sell
35,931
-438
-1% -$42.5K 0.23% 129
2025
Q3 		$3.46M Sell
36,369
-552
-1% -$50.7K 0.23% 127
2025
Q2 		$3.22M Sell
36,921
-2,676
-7% -$227K 0.2% 135
2025
Q1 		$3.56M Sell
39,597
-351
-0.9% -$31.4K 0.24% 120
2024
Q4 		$3.19M Buy
+39,948
New +$3.46M 0.2% 130
2023
Q4 		– Sell
-37,936
Closed -$2.97M – 345
2023
Q3 		$2.97M Sell
37,936
-520
-1% -$43.5K 0.22% 136
2023
Q2 		$3.39M Buy
38,456
+1,548
+4% +$133K 0.24% 136
2023
Q1 		$2.98M Buy
36,908
+1,278
+4% +$104K 0.22% 141
2022
Q4 		$2.77M Buy
35,630
+14,007
+65% +$1.14M 0.22% 148
2022
Q3 		$1.75M Buy
+21,623
New +$1.94M 0.14% 175
2015
Q3 		– Sell
-3,235
Closed -$240K – 207
2015
Q2 		$240K Buy
3,235
+535
+20% +$40.9K 0.03% 201
2015
Q1 		$210K Buy
+2,700
New +$205K 0.02% 204
2014
Q3 		– Sell
-59,045
Closed -$3.77M – 208
2014
Q2 		$3.77M Buy
59,045
+940
+2% +$57.1K 0.41% 148
2014
Q1 		$3.58M Buy
58,105
+775
+1% +$45.1K 0.43% 135
2013
Q4 		$3.29M Sell
57,330
-2,670
-4% -$151K 0.41% 130
2013
Q3 		$3.19M Buy
60,000
+1,870
+3% +$101K 0.41% 126
2013
Q2 		$2.99M Buy
+58,130
New +$2.87M 0.43% 120

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Meritage Portfolio Management's MDT Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Medtronic (MDT) stake by 1.2% in Q4 2025, selling an estimated $42.5K and leaving 35,931 shares worth $3.45M. The position accounts for 0.23% of the portfolio, ranked #129.

Meritage Portfolio Management first reported a position in MDT in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.77M in Q2 2014. 2,314 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

  • Meritage Portfolio Management held 35,931 shares of Medtronic worth $3.45M as of Q4 2025.
  • Meritage Portfolio Management sold 438 Medtronic shares in Q4 2025, an estimated $42.5K.
  • Medtronic made up 0.23% of Meritage Portfolio Management's portfolio in Q4 2025, its #129 holding.
  • Meritage Portfolio Management first reported a position in Medtronic in Q2 2013 and has held it in 17 quarters since.
  • Meritage Portfolio Management's Medtronic position peaked at $3.77M in Q2 2014.
  • 2,314 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.