New England Research & Management’s Medtronic MDT Stock Holding History

New England Research & 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 Q2	–	Sell	-5,513	Closed	-$478K	–	158
2026 Q1	$478K	Sell	5,513 -300	-5%	-$28.7K	0.2%	110
2025 Q4	$558K	Sell	5,813 -275	-5%	-$26.7K	0.24%	99
2025 Q3	$580K	Sell	6,088 -700	-10%	-$64.3K	0.27%	102
2025 Q2	$592K	Sell	6,788 -3,183	-32%	-$270K	0.28%	99
2025 Q1	$896K	Sell	9,971 -2,472	-20%	-$221K	0.46%	71
2024 Q4	$994K	Sell	12,443 -2,084	-14%	-$180K	0.51%	63
2024 Q3	$1.31M	Sell	14,527 -1,510	-9%	-$127K	0.61%	60
2024 Q2	$1.26M	Sell	16,037 -2,112	-12%	-$173K	0.61%	61
2024 Q1	$1.58M	Buy	18,149 +115	+0.6%	+$9.81K	0.78%	43
2023 Q4	$1.49M	Sell	18,034 -470	-3%	-$35.8K	0.79%	43
2023 Q3	$1.45M	Sell	18,504 -450	-2%	-$37.7K	0.83%	44
2023 Q2	$1.67M	Buy	18,954 +2,480	+15%	+$214K	0.97%	34
2023 Q1	$1.33M	Buy	16,474 +3,206	+24%	+$261K	0.78%	45
2022 Q4	$1.03M	Sell	13,268 -5,596	-30%	-$454K	0.59%	65
2022 Q3	$1.52M	Sell	18,864 -235	-1%	-$21.1K	0.96%	30
2022 Q2	$1.71M	Buy	19,099 +3,502	+22%	+$355K	1%	30
2022 Q1	$1.73M	Buy	15,597 +1,728	+12%	+$183K	0.9%	35
2021 Q4	$1.44M	Buy	13,869 +5,750	+71%	+$666K	0.69%	48
2021 Q3	$1.02M	Hold	8,119	–	–	0.53%	66
2021 Q2	$1.01M	Hold	8,119	–	–	0.52%	68
2021 Q1	$959K	Buy	8,119 +25	+0.3%	+$2.93K	0.53%	67
2020 Q4	$948K	Sell	8,094 -450	-5%	-$49.5K	0.59%	61
2020 Q3	$888K	Sell	8,544 -37	-0.4%	-$3.72K	0.64%	54
2020 Q2	$787K	Hold	8,581	–	–	0.56%	68
2020 Q1	$774K	Buy	8,581 +1,331	+18%	+$142K	0.66%	54
2019 Q4	$823K	Hold	7,250	–	–	0.55%	66
2019 Q3	$787K	Sell	7,250 -550	-7%	-$57.4K	0.57%	64
2019 Q2	$760K	Sell	7,800 -1,600	-17%	-$146K	0.52%	72
2019 Q1	$856K	Buy	9,400 +375	+4%	+$33.6K	0.58%	63
2018 Q4	$821K	Buy	+9,025	New	+$843K	0.65%	56
2018 Q2	–	Sell	-13,325	Closed	-$1.07M	–	178
2018 Q1	$1.07M	Sell	13,325 -2,203	-14%	-$182K	0.72%	57
2017 Q4	$1.25M	Sell	15,528 -1,654	-10%	-$132K	0.9%	42
2017 Q3	$1.34M	Buy	+17,182	New	+$1.43M	0.98%	34
2016 Q1	–	Sell	-13,810	Closed	-$1.06M	–	170
2015 Q4	$1.06M	Sell	13,810 -2,000	-13%	-$151K	0.92%	28
2015 Q3	$1.06M	Buy	15,810 +2,650	+20%	+$195K	1.01%	19
2015 Q2	$975K	Buy	13,160 +5,025	+62%	+$384K	0.8%	39
2015 Q1	$634K	Hold	8,135	–	–	0.55%	73
2014 Q4	$587K	Sell	8,135 -5,800	-42%	-$403K	0.5%	83
2014 Q3	$863K	Sell	13,935 -550	-4%	-$35K	0.75%	44
2014 Q2	$924K	Sell	14,485 -2,650	-15%	-$161K	0.83%	43
2014 Q1	$1.05M	Buy	17,135 +10,900	+175%	+$635K	0.97%	33
2013 Q4	$358K	Buy	+6,235	New	+$354K	0.35%	109

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New England Research & Management's MDT Position: Q2 2026 in Review

New England Research & Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 5,513 shares — an estimated $478K sold.

New England Research & Management first reported a position in MDT in Q4 2013 and held it in 42 quarters. The position peaked at $1.73M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

New England Research & Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
New England Research & Management sold 5,513 Medtronic shares in Q2 2026, an estimated $478K.
New England Research & Management first reported a position in Medtronic in Q4 2013 and held it in 42 quarters.
New England Research & Management's Medtronic position peaked at $1.73M in Q1 2022.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.