North Star Investment Management’s Medtronic MDT Stock Holding History

North Star 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	$260K	Sell	2,995 -14	-0.5%	-$1.34K	0.02%	460
2025 Q4	$289K	Buy	3,009 +31	+1%	+$3.01K	0.02%	394
2025 Q3	$284K	Buy	2,978 +6	+0.2%	+$552	0.02%	386
2025 Q2	$259K	Hold	2,972	–	–	0.02%	390
2025 Q1	$267K	Hold	2,972	–	–	0.02%	374
2024 Q4	$237K	Sell	2,972 -1,479	-33%	-$128K	0.02%	392
2024 Q3	$401K	Hold	4,451	–	–	0.03%	345
2024 Q2	$350K	Hold	4,451	–	–	0.03%	360
2024 Q1	$388K	Sell	4,451 -603	-12%	-$51.5K	0.03%	355
2023 Q4	$416K	Sell	5,054 -22	-0.4%	-$1.68K	0.03%	345
2023 Q3	$398K	Sell	5,076 -300	-6%	-$25.1K	0.03%	351
2023 Q2	$474K	Hold	5,376	–	–	0.04%	352
2023 Q1	$433K	Hold	5,376	–	–	0.04%	367
2022 Q4	$418K	Buy	5,376 +22	+0.4%	+$1.78K	0.04%	356
2022 Q3	$432K	Hold	5,354	–	–	0.04%	306
2022 Q2	$481K	Hold	5,354	–	–	0.04%	295
2022 Q1	$594K	Hold	5,354	–	–	0.05%	291
2021 Q4	$554K	Sell	5,354 -823	-13%	-$95.3K	0.04%	298
2021 Q3	$774K	Sell	6,177 -87	-1%	-$11.3K	0.06%	257
2021 Q2	$778K	Buy	6,264 +1	+0%	+$126	0.06%	257
2021 Q1	$740K	Hold	6,263	–	–	0.07%	239
2020 Q4	$734K	Buy	6,263 +66	+1%	+$7.27K	0.08%	226
2020 Q3	$644K	Buy	6,197 +100	+2%	+$10K	0.08%	215
2020 Q2	$559K	Sell	6,097 -175	-3%	-$16.8K	0.07%	226
2020 Q1	$566K	Buy	6,272 +382	+6%	+$40.6K	0.08%	204
2019 Q4	$668K	Sell	5,890 -53	-0.9%	-$5.82K	0.07%	240
2019 Q3	$646K	Hold	5,943	–	–	0.07%	243
2019 Q2	$579K	Hold	5,943	–	–	0.07%	258
2019 Q1	$541K	Hold	5,943	–	–	0.06%	265
2018 Q4	$541K	Hold	5,943	–	–	0.07%	242
2018 Q3	$585K	Hold	5,943	–	–	0.07%	250
2018 Q2	$509K	Hold	5,943	–	–	0.06%	260
2018 Q1	$477K	Buy	5,943 +3,948	+198%	+$326K	0.06%	265
2017 Q4	$161K	Hold	1,995	–	–	0.02%	366
2017 Q3	$155K	Hold	1,995	–	–	0.02%	380
2017 Q2	$177K	Buy	1,995 +22	+1%	+$1.85K	0.02%	370
2017 Q1	$159K	Buy	1,973 +83	+4%	+$6.48K	0.02%	363
2016 Q4	$135K	Buy	1,890 +1,750	+1,250%	+$137K	0.02%	360
2016 Q3	$12K	Hold	140	–	–	﹤0.01%	614
2016 Q2	$12K	Sell	140 -46	-25%	-$3.72K	﹤0.01%	611
2016 Q1	$14K	Sell	186 -23	-11%	-$1.73K	﹤0.01%	552
2015 Q4	$16K	Sell	209 -133	-39%	-$10K	﹤0.01%	529
2015 Q3	$23K	Hold	342	–	–	﹤0.01%	496
2015 Q2	$25K	Hold	342	–	–	﹤0.01%	471
2015 Q1	$27K	Buy	+342	New	+$25.9K	0.01%	447
2014 Q4	–	Sell	-140	Closed	-$9K	–	790
2014 Q3	$9K	Hold	140	–	–	﹤0.01%	538
2014 Q2	$9K	Sell	140 -60	-30%	-$3.65K	﹤0.01%	577
2014 Q1	$12K	Buy	+200	New	+$11.7K	﹤0.01%	527

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

North Star Investment Management's MDT Position: Q1 2026 in Review

North Star Investment Management reduced its Medtronic (MDT) stake by 0.47% in Q1 2026, selling an estimated $1.34K and leaving 2,995 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #460.

North Star Investment Management first reported a position in MDT in Q1 2014 and has held it in 48 quarters since. The position peaked at $778K in Q2 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

North Star Investment Management held 2,995 shares of Medtronic worth $260K as of Q1 2026.
North Star Investment Management sold 14 Medtronic shares in Q1 2026, an estimated $1.34K.
Medtronic made up 0.02% of North Star Investment Management's portfolio in Q1 2026, its #460 holding.
North Star Investment Management first reported a position in Medtronic in Q1 2014 and has held it in 48 quarters since.
North Star Investment Management's Medtronic position peaked at $778K in Q2 2021.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.