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Northcape Wealth Management’s Medtronic MDT Stock Holding History

Northcape Wealth 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 		$1.94M Buy
22,355
+976
+5% +$93.5K 0.53% 59
2025
Q4 		$2.05M Buy
21,379
+131
+0.6% +$12.7K 0.58% 54
2025
Q3 		$2.02M Buy
21,248
+514
+2% +$47.3K 0.59% 56
2025
Q2 		$1.81M Sell
20,734
-3,178
-13% -$270K 0.55% 57
2025
Q1 		$2.15M Buy
23,912
+83
+0.3% +$7.43K 0.69% 47
2024
Q4 		$1.9M Buy
23,829
+2,565
+12% +$222K 0.61% 56
2024
Q3 		$1.91M Sell
21,264
-2,146
-9% -$181K 0.63% 58
2024
Q2 		$1.84M Sell
23,410
-336
-1% -$27.5K 0.66% 51
2024
Q1 		$2.07M Buy
23,746
+1,816
+8% +$155K 0.75% 45
2023
Q4 		$1.81M Buy
21,930
+2,586
+13% +$197K 0.65% 53
2023
Q3 		$1.52M Buy
19,344
+10,477
+118% +$877K 0.58% 60
2023
Q2 		$781K Buy
8,867
+4,056
+84% +$349K 0.28% 79
2023
Q1 		$388K Buy
+4,811
New +$392K 0.14% 112
2022
Q4 		– Sell
-11,494
Closed -$928K – 109
2022
Q3 		$928K Buy
11,494
+8,269
+256% +$743K 0.33% 72
2022
Q2 		$289K Sell
3,225
-7,569
-70% -$767K 0.11% 101
2022
Q1 		$1.2M Buy
10,794
+7,702
+249% +$814K 0.35% 73
2021
Q4 		$320K Buy
+3,092
New +$358K 0.11% 101

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

Northcape Wealth Management's MDT Position: Q1 2026 in Review

Northcape Wealth Management increased its Medtronic (MDT) stake by 4.6% in Q1 2026, buying an estimated $93.5K and bringing the position to 22,355 shares worth $1.94M. The position accounts for 0.53% of the portfolio, ranked #59.

Northcape Wealth Management first reported a position in MDT in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.15M in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Northcape Wealth Management held 22,355 shares of Medtronic worth $1.94M as of Q1 2026.
  • Northcape Wealth Management bought 976 Medtronic shares in Q1 2026, an estimated $93.5K.
  • Medtronic made up 0.53% of Northcape Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Northcape Wealth Management first reported a position in Medtronic in Q4 2021 and has held it in 17 quarters since.
  • Northcape Wealth Management's Medtronic position peaked at $2.15M in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.