Needham Investment Management’s Medtronic MDT Stock Holding History

Needham 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	$4.6M	Hold	53,041	–	–	0.23%	100
2025 Q4	$5.1M	Buy	53,041 +2,500	+5%	+$243K	0.32%	78
2025 Q3	$4.81M	Buy	50,541 +500	+1%	+$46K	0.34%	79
2025 Q2	$4.36M	Sell	50,041 -1,000	-2%	-$84.8K	0.35%	72
2025 Q1	$4.59M	Hold	51,041	–	–	0.43%	68
2024 Q4	$4.08M	Hold	51,041	–	–	0.31%	86
2024 Q3	$4.6M	Hold	51,041	–	–	0.35%	80
2024 Q2	$4.02M	Hold	51,041	–	–	0.33%	85
2024 Q1	$4.45M	Hold	51,041	–	–	0.41%	67
2023 Q4	$4.2M	Hold	51,041	–	–	0.53%	57
2023 Q3	$4M	Hold	51,041	–	–	0.68%	44
2023 Q2	$4.5M	Hold	51,041	–	–	0.74%	37
2023 Q1	$4.11M	Hold	51,041	–	–	0.71%	45
2022 Q4	$3.97M	Hold	51,041	–	–	0.72%	46
2022 Q3	$4.12M	Hold	51,041	–	–	0.81%	43
2022 Q2	$4.58M	Hold	51,041	–	–	0.86%	41
2022 Q1	$5.66M	Hold	51,041	–	–	0.82%	44
2021 Q4	$5.28M	Hold	51,041	–	–	0.66%	54
2021 Q3	$6.4M	Sell	51,041 -865	-2%	-$112K	0.85%	42
2021 Q2	$6.44M	Hold	51,906	–	–	0.94%	37
2021 Q1	$6.13M	Hold	51,906	–	–	0.84%	48
2020 Q4	$6.08M	Hold	51,906	–	–	1.02%	38
2020 Q3	$5.39M	Sell	51,906 -2,000	-4%	-$201K	1.08%	34
2020 Q2	$4.94M	Hold	53,906	–	–	1.06%	37
2020 Q1	$4.86M	Hold	53,906	–	–	1.38%	23
2019 Q4	$6.12M	Hold	53,906	–	–	1.67%	22
2019 Q3	$5.86M	Hold	53,906	–	–	1.88%	21
2019 Q2	$5.25M	Hold	53,906	–	–	1.73%	21
2019 Q1	$4.91M	Hold	53,906	–	–	1.67%	22
2018 Q4	$4.9M	Sell	53,906 -500	-0.9%	-$46.7K	1.84%	22
2018 Q3	$5.35M	Hold	54,406	–	–	1.61%	24
2018 Q2	$4.66M	Sell	54,406 -3,790	-7%	-$317K	1.31%	28
2018 Q1	$4.67M	Hold	58,196	–	–	1.33%	25
2017 Q4	$4.7M	Hold	58,196	–	–	1.25%	27
2017 Q3	$4.53M	Hold	58,196	–	–	1.15%	30
2017 Q2	$5.16M	Hold	58,196	–	–	1.37%	26
2017 Q1	$4.69M	Hold	58,196	–	–	1.21%	26
2016 Q4	$4.15M	Hold	58,196	–	–	1.06%	31
2016 Q3	$5.03M	Hold	58,196	–	–	1.33%	25
2016 Q2	$5.05M	Hold	58,196	–	–	1.39%	25
2016 Q1	$4.37M	Hold	58,196	–	–	1.14%	28
2015 Q4	$4.48M	Hold	58,196	–	–	1.11%	30
2015 Q3	$3.9M	Hold	58,196	–	–	0.98%	32
2015 Q2	$4.31M	Hold	58,196	–	–	0.93%	33
2015 Q1	$4.54M	Buy	+58,196	New	+$4.41M	0.97%	32

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Needham Investment Management held its Medtronic (MDT) position steady in Q1 2026 at 53,041 shares worth $4.6M. The position accounts for 0.23% of the portfolio, ranked #100.

Needham Investment Management first reported a position in MDT in Q1 2015 and has held it in 45 quarters since. The position peaked at $6.44M in Q2 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Needham Investment Management held 53,041 shares of Medtronic worth $4.6M as of Q1 2026.
Needham Investment Management left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.23% of Needham Investment Management's portfolio in Q1 2026, its #100 holding.
Needham Investment Management first reported a position in Medtronic in Q1 2015 and has held it in 45 quarters since.
Needham Investment Management's Medtronic position peaked at $6.44M in Q2 2021.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.