New Vernon Investment Management’s Medtronic MDT Stock Holding History

New Vernon 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	$634K	Hold	7,313	–	–	0.67%	36
2025 Q4	$702K	Hold	7,313	–	–	0.68%	33
2025 Q3	$696K	Hold	7,313	–	–	0.65%	37
2025 Q2	$637K	Hold	7,313	–	–	0.74%	32
2025 Q1	$657K	Sell	7,313 -22,300	-75%	-$2M	0.88%	31
2024 Q4	$2.42M	Buy	29,613 +22,300	+305%	+$1.93M	3.2%	12
2024 Q3	$658K	Hold	7,313	–	–	0.71%	33
2024 Q2	$576K	Hold	7,313	–	–	0.75%	33
2024 Q1	$637K	Buy	7,313 +3,029	+71%	+$259K	0.54%	30
2023 Q4	$353K	Hold	4,284	–	–	0.41%	35
2023 Q3	$336K	Buy	+4,284	New	+$359K	0.51%	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

New Vernon Investment Management's MDT Position: Q1 2026 in Review

New Vernon Investment Management held its Medtronic (MDT) position steady in Q1 2026 at 7,313 shares worth $634K. The position accounts for 0.67% of the portfolio, ranked #36.

New Vernon Investment Management first reported a position in MDT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q4 2024. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

New Vernon Investment Management held 7,313 shares of Medtronic worth $634K as of Q1 2026.
New Vernon Investment Management left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.67% of New Vernon Investment Management's portfolio in Q1 2026, its #36 holding.
New Vernon Investment Management first reported a position in Medtronic in Q3 2023 and has held it in 11 quarters since.
New Vernon Investment Management's Medtronic position peaked at $2.42M in Q4 2024.
2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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