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Naviter Wealth’s Medtronic MDT Stock Holding History

Naviter Wealth’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 		$1.24M Sell
14,148
-2,137
-13% -$205K 0.15% 140
2025
Q4 		$1.58M Sell
16,285
-3,490
-18% -$339K 0.21% 121
2025
Q3 		$1.9M Sell
19,775
-78
-0.4% -$7.17K 0.22% 117
2025
Q2 		$1.74M Buy
19,853
+318
+2% +$27K 0.21% 121
2025
Q1 		$1.73M Buy
19,535
+62
+0.3% +$5.55K 0.21% 134
2024
Q4 		$1.57M Buy
19,473
+3,120
+19% +$270K 0.19% 137
2024
Q3 		$1.48M Sell
16,353
-1,506
-8% -$127K 0.21% 133
2024
Q2 		$1.42M Buy
17,859
+2,225
+14% +$182K 0.21% 132
2024
Q1 		$1.37M Buy
15,634
+4,778
+44% +$408K 0.22% 127
2023
Q4 		$902K Buy
10,856
+354
+3% +$27K 0.18% 145
2023
Q3 		$830K Buy
10,502
+529
+5% +$44.3K 0.2% 123
2023
Q2 		$885K Buy
9,973
+718
+8% +$61.8K 0.23% 115
2023
Q1 		$752K Buy
9,255
+675
+8% +$55K 0.26% 109
2022
Q4 		$693K Buy
8,580
+380
+5% +$30.8K 0.19% 121
2022
Q3 		$668K Buy
8,200
+912
+13% +$82K 0.27% 90
2022
Q2 		$659K Buy
+7,288
New +$738K 0.27% 89

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

Naviter Wealth's MDT Position: Q1 2026 in Review

Naviter Wealth reduced its Medtronic (MDT) stake by 13% in Q1 2026, selling an estimated $205K and leaving 14,148 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #140.

Naviter Wealth first reported a position in MDT in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.9M in Q3 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Naviter Wealth held 14,148 shares of Medtronic worth $1.24M as of Q1 2026.
  • Naviter Wealth sold 2,137 Medtronic shares in Q1 2026, an estimated $205K.
  • Medtronic made up 0.15% of Naviter Wealth's portfolio in Q1 2026, its #140 holding.
  • Naviter Wealth first reported a position in Medtronic in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Medtronic position peaked at $1.9M in Q3 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.