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Money Concepts Capital’s Medtronic MDT Stock Holding History

Money Concepts Capital’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 		$5.47M Buy
63,114
+22,269
+55% +$2.13M 0.3% 75
2025
Q4 		$3.92M Sell
40,845
-84
-0.2% -$8.16K 0.22% 98
2025
Q3 		$3.9M Sell
40,929
-475
-1% -$43.7K 0.24% 88
2025
Q2 		$3.61M Buy
41,404
+5,259
+15% +$446K 0.24% 87
2025
Q1 		$3.25M Buy
36,145
+11,380
+46% +$1.02M 0.24% 90
2024
Q4 		$1.98M Buy
24,765
+867
+4% +$75.1K 0.15% 147
2024
Q3 		$2.15M Sell
23,898
-316
-1% -$26.6K 0.16% 135
2024
Q2 		$1.91M Buy
24,214
+1,041
+4% +$85.3K 0.16% 145
2024
Q1 		$2.02M Buy
23,173
+1,736
+8% +$148K 0.19% 143
2023
Q4 		$1.77M Buy
21,437
+1,002
+5% +$76.4K 0.16% 149
2023
Q3 		$1.6M Buy
20,435
+1,430
+8% +$120K 0.17% 150
2023
Q2 		$1.67M Sell
19,005
-72,541
-79% -$6.25M 0.17% 142
2023
Q1 		$7.43M Buy
91,546
+43,005
+89% +$3.51M 0.41% 62
2022
Q4 		$3.77M Sell
48,541
-533
-1% -$43.2K 0.17% 123
2022
Q3 		$3.96M Buy
49,074
+21,499
+78% +$1.93M 0.23% 85
2022
Q2 		$2.52M Sell
27,575
-2,722
-9% -$276K 0.22% 102
2022
Q1 		$3.36M Buy
30,297
+12,752
+73% +$1.35M 0.19% 112
2021
Q4 		$1.81M Buy
+17,545
New +$2.03M 0.15% 144
2021
Q1 		$1.91M Buy
16,128
+378
+2% +$44.3K 0.15% 146
2020
Q4 		$1.84M Buy
+15,750
New +$1.73M 0.17% 130

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

Money Concepts Capital's MDT Position: Q1 2026 in Review

Money Concepts Capital increased its Medtronic (MDT) stake by 55% in Q1 2026, buying an estimated $2.13M and bringing the position to 63,114 shares worth $5.47M. The position accounts for 0.3% of the portfolio, ranked #75.

Money Concepts Capital first reported a position in MDT in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.43M in Q1 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Money Concepts Capital held 63,114 shares of Medtronic worth $5.47M as of Q1 2026.
  • Money Concepts Capital bought 22,269 Medtronic shares in Q1 2026, an estimated $2.13M.
  • Medtronic made up 0.3% of Money Concepts Capital's portfolio in Q1 2026, its #75 holding.
  • Money Concepts Capital first reported a position in Medtronic in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Medtronic position peaked at $7.43M in Q1 2023.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.