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MSH Capital Advisors’s Medtronic MDT Stock Holding History

MSH Capital 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 		$1.32M Buy
15,270
+113
+0.7% +$10.8K 0.28% 90
2025
Q4 		$1.46M Buy
15,157
+130
+0.9% +$12.6K 0.31% 88
2025
Q3 		$1.43M Hold
15,027
– – 0.38% 74
2025
Q2 		$1.31M Buy
15,027
+518
+4% +$43.9K 0.38% 74
2025
Q1 		$1.3M Buy
14,509
+182
+1% +$16.3K 0.4% 71
2024
Q4 		$1.14M Sell
14,327
-472
-3% -$40.9K 0.36% 74
2024
Q3 		$1.33M Buy
14,799
+235
+2% +$19.8K 0.41% 74
2024
Q2 		$1.15M Buy
14,564
+1,179
+9% +$96.7K 0.38% 76
2024
Q1 		$1.17M Buy
13,385
+425
+3% +$36.3K 0.41% 76
2023
Q4 		$1.07M Sell
12,960
-653
-5% -$49.8K 0.4% 73
2023
Q3 		$1.07M Buy
13,613
+451
+3% +$37.8K 0.42% 73
2023
Q2 		$1.16M Buy
13,162
+77
+0.6% +$6.63K 0.42% 74
2023
Q1 		$1.05M Buy
13,085
+238
+2% +$19.4K 0.45% 75
2022
Q4 		$998K Sell
12,847
-661
-5% -$53.6K 0.45% 73
2022
Q3 		$1.09M Buy
13,508
+150
+1% +$13.5K 0.54% 70
2022
Q2 		$1.2M Buy
13,358
+3,281
+33% +$332K 0.56% 63
2022
Q1 		$1.12M Buy
10,077
+1,260
+14% +$133K 0.46% 72
2021
Q4 		$912K Buy
+8,817
New +$1.02M 0.41% 78

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

MSH Capital Advisors's MDT Position: Q1 2026 in Review

MSH Capital Advisors increased its Medtronic (MDT) stake by 0.75% in Q1 2026, buying an estimated $10.8K and bringing the position to 15,270 shares worth $1.32M. The position accounts for 0.28% of the portfolio, ranked #90.

MSH Capital Advisors first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • MSH Capital Advisors held 15,270 shares of Medtronic worth $1.32M as of Q1 2026.
  • MSH Capital Advisors bought 113 Medtronic shares in Q1 2026, an estimated $10.8K.
  • Medtronic made up 0.28% of MSH Capital Advisors's portfolio in Q1 2026, its #90 holding.
  • MSH Capital Advisors first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's Medtronic position peaked at $1.46M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.