MFG
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Monte Financial Group’s Medtronic MDT Stock Holding History

Monte Financial Group’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 		$5.02M Buy
57,985
+15,677
+37% +$1.5M 1.78% 28
2025
Q4 		$4.06M Sell
42,308
-360
-0.8% -$35K 1.51% 34
2025
Q3 		$4.06M Buy
42,668
+10,546
+33% +$969K 1.49% 35
2025
Q2 		$2.8M Buy
+32,122
New +$2.72M 1.09% 35
2021
Q4 		– Sell
-27,374
Closed -$3.43M – 74
2021
Q3 		$3.43M Buy
27,374
+286
+1% +$37K 1.97% 29
2021
Q2 		$3.36M Buy
27,088
+7,181
+36% +$902K 1.92% 30
2021
Q1 		$2.35M Buy
+19,907
New +$2.33M 1.44% 32

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

Monte Financial Group's MDT Position: Q1 2026 in Review

Monte Financial Group increased its Medtronic (MDT) stake by 37% in Q1 2026, buying an estimated $1.5M and bringing the position to 57,985 shares worth $5.02M. The position accounts for 1.78% of the portfolio, ranked #28.

Monte Financial Group first reported a position in MDT in Q1 2021 and has held it in 7 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Monte Financial Group held 57,985 shares of Medtronic worth $5.02M as of Q1 2026.
  • Monte Financial Group bought 15,677 Medtronic shares in Q1 2026, an estimated $1.5M.
  • Medtronic made up 1.78% of Monte Financial Group's portfolio in Q1 2026, its #28 holding.
  • Monte Financial Group first reported a position in Medtronic in Q1 2021 and has held it in 7 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.