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Nvest Financial’s Medtronic MDT Stock Holding History

Nvest Financial’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 		$960K Buy
11,077
+6
+0.1% +$575 0.36% 64
2025
Q4 		$1.06M Buy
11,071
+2,079
+23% +$202K 0.44% 52
2025
Q3 		$856K Sell
8,992
-2,280
-20% -$210K 0.49% 48
2025
Q2 		$983K Buy
11,272
+696
+7% +$59K 0.51% 48
2025
Q1 		$950K Sell
10,576
-12
-0.1% -$1.07K 0.51% 49
2024
Q4 		$846K Buy
10,588
+536
+5% +$46.4K 0.43% 59
2024
Q3 		$905K Buy
10,052
+633
+7% +$53.3K 0.52% 51
2024
Q2 		$741K Buy
9,419
+1,655
+21% +$136K 0.46% 51
2024
Q1 		$677K Buy
7,764
+1,171
+18% +$99.9K 0.45% 51
2023
Q4 		$543K Buy
6,593
+1,801
+38% +$137K 0.43% 45
2023
Q3 		$375K Buy
4,792
+1,048
+28% +$87.7K 0.35% 47
2023
Q2 		$330K Buy
+3,744
New +$322K 0.29% 52
2022
Q2 		– Sell
-5,497
Closed -$610K – 62
2022
Q1 		$610K Buy
+5,497
New +$581K 0.5% 46

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

Nvest Financial's MDT Position: Q1 2026 in Review

Nvest Financial increased its Medtronic (MDT) stake by 0.05% in Q1 2026, buying an estimated $575 and bringing the position to 11,077 shares worth $960K. The position accounts for 0.36% of the portfolio, ranked #64.

Nvest Financial first reported a position in MDT in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Nvest Financial held 11,077 shares of Medtronic worth $960K as of Q1 2026.
  • Nvest Financial bought 6 Medtronic shares in Q1 2026, an estimated $575.
  • Medtronic made up 0.36% of Nvest Financial's portfolio in Q1 2026, its #64 holding.
  • Nvest Financial first reported a position in Medtronic in Q1 2022 and has held it in 13 quarters since.
  • Nvest Financial's Medtronic position peaked at $1.06M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.