MIM
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Moseley Investment Management’s Medtronic MDT Stock Holding History

Moseley Investment 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 		$756K Sell
8,721
-390
-4% -$37.4K 0.24% 70
2025
Q4 		$875K Sell
9,111
-858
-9% -$83.3K 0.27% 68
2025
Q3 		$949K Sell
9,969
-259
-3% -$23.8K 0.29% 65
2025
Q2 		$892K Buy
10,228
+83
+0.8% +$7.04K 0.31% 68
2025
Q1 		$912K Sell
10,145
-710
-7% -$63.5K 0.36% 65
2024
Q4 		$867K Sell
10,855
-2,723
-20% -$236K 0.34% 64
2024
Q3 		$1.22M Buy
13,578
+190
+1% +$16K 0.49% 50
2024
Q2 		$1.05M Buy
13,388
+290
+2% +$23.8K 0.49% 51
2024
Q1 		$1.14M Buy
13,098
+1,766
+16% +$151K 0.57% 49
2023
Q4 		$934K Buy
11,332
+169
+2% +$12.9K 0.52% 50
2023
Q3 		$875K Buy
11,163
+145
+1% +$12.1K 0.52% 49
2023
Q2 		$971K Buy
11,018
+988
+10% +$85.1K 0.57% 45
2023
Q1 		$809K Buy
10,030
+719
+8% +$58.6K 0.52% 52
2022
Q4 		$724K Sell
9,311
-205
-2% -$16.6K 0.52% 48
2022
Q3 		$768K Buy
9,516
+55
+0.6% +$4.94K 0.56% 43
2022
Q2 		$849K Buy
9,461
+716
+8% +$72.5K 0.59% 41
2022
Q1 		$970K Sell
8,745
-400
-4% -$42.3K 0.52% 57
2021
Q4 		$946K Buy
9,145
+233
+3% +$27K 0.43% 65
2021
Q3 		$1.14M Buy
8,912
+248
+3% +$32.1K 0.57% 56
2021
Q2 		$1.07M Buy
8,664
+725
+9% +$91K 0.53% 58
2021
Q1 		$938K Buy
7,939
+515
+7% +$60.4K 0.52% 58
2020
Q4 		$870K Buy
7,424
+266
+4% +$29.3K 0.51% 60
2020
Q3 		$744K Buy
7,158
+2,865
+67% +$288K 0.53% 54
2020
Q2 		$394K Buy
+4,293
New +$412K 0.33% 76

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moseley Investment Management's MDT Position: Q1 2026 in Review

Moseley Investment Management reduced its Medtronic (MDT) stake by 4.3% in Q1 2026, selling an estimated $37.4K and leaving 8,721 shares worth $756K. The position accounts for 0.24% of the portfolio, ranked #70.

Moseley Investment Management first reported a position in MDT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q3 2024. 2,247 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Moseley Investment Management held 8,721 shares of Medtronic worth $756K as of Q1 2026.
  • Moseley Investment Management sold 390 Medtronic shares in Q1 2026, an estimated $37.4K.
  • Medtronic made up 0.24% of Moseley Investment Management's portfolio in Q1 2026, its #70 holding.
  • Moseley Investment Management first reported a position in Medtronic in Q2 2020 and has held it in 24 quarters since.
  • Moseley Investment Management's Medtronic position peaked at $1.22M in Q3 2024.
  • 2,247 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.