Oak Associates’s Medtronic MDT Stock Holding History

Oak Associates’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	$1.34M	Hold	15,485	–	–	0.09%	89
2025 Q4	$1.49M	Sell	15,485 -302	-2%	-$29.3K	0.09%	87
2025 Q3	$1.5M	Sell	15,787 -300	-2%	-$27.6K	0.09%	83
2025 Q2	$1.4M	Sell	16,087 -75	-0.5%	-$6.36K	0.09%	85
2025 Q1	$1.45M	Sell	16,162 -500	-3%	-$44.7K	0.11%	86
2024 Q4	$1.33M	Hold	16,662	–	–	0.09%	96
2024 Q3	$1.5M	Hold	16,662	–	–	0.1%	89
2024 Q2	$1.31M	Hold	16,662	–	–	0.09%	94
2024 Q1	$1.45M	Sell	16,662 -10,014	-38%	-$855K	0.1%	93
2023 Q4	$2.2M	Sell	26,676 -1,526	-5%	-$116K	0.17%	76
2023 Q3	$2.21M	Buy	28,202 +381	+1%	+$31.9K	0.18%	67
2023 Q2	$2.45M	Sell	27,821 -4	-0%	-$344	0.2%	67
2023 Q1	$2.24M	Buy	27,825 +14,331	+106%	+$1.17M	0.18%	76
2022 Q4	$1.05M	Sell	13,494 -49,839	-79%	-$4.04M	0.09%	105
2022 Q3	$5.11M	Sell	63,333 -10,293	-14%	-$925K	0.43%	48
2022 Q2	$6.61M	Hold	73,626	–	–	0.52%	44
2022 Q1	$8.17M	Hold	73,626	–	–	0.5%	43
2021 Q4	$7.62M	Hold	73,626	–	–	0.41%	46
2021 Q3	$9.23M	Hold	73,626	–	–	0.53%	45
2021 Q2	$9.14M	Hold	73,626	–	–	0.52%	45
2021 Q1	$8.7M	Buy	73,626 +15	+0%	+$1.76K	0.51%	44
2020 Q4	$8.62M	Hold	73,611	–	–	0.52%	43
2020 Q3	$7.65M	Hold	73,611	–	–	0.51%	48
2020 Q2	$6.75M	Hold	73,611	–	–	0.45%	52
2020 Q1	$6.64M	Sell	73,611 -5,705	-7%	-$607K	0.54%	48
2019 Q4	$9M	Hold	79,316	–	–	0.53%	54
2019 Q3	$8.62M	Buy	79,316 +49,845	+169%	+$5.2M	0.53%	54
2019 Q2	$2.87M	Buy	29,471 +6,675	+29%	+$609K	0.18%	73
2019 Q1	$2.08M	Hold	22,796	–	–	0.13%	81
2018 Q4	$2.07M	Buy	22,796 +11,600	+104%	+$1.08M	0.15%	81
2018 Q3	$1.1M	Hold	11,196	–	–	0.07%	104
2018 Q2	$958K	Sell	11,196 -4,846	-30%	-$405K	0.06%	109
2018 Q1	$1.29M	Sell	16,042 -200	-1%	-$16.5K	0.09%	98
2017 Q4	$1.31M	Sell	16,242 -250	-2%	-$20K	0.09%	103
2017 Q3	$1.28M	Hold	16,492	–	–	0.09%	109
2017 Q2	$1.46M	Hold	16,492	–	–	0.11%	103
2017 Q1	$1.33M	Sell	16,492 -5,250	-24%	-$410K	0.11%	105
2016 Q4	$1.55M	Sell	21,742 -5,676	-21%	-$446K	0.15%	100
2016 Q3	$2.25M	Buy	27,418 +4,751	+21%	+$414K	0.23%	93
2016 Q2	$1.97M	Sell	22,667 -10,700	-32%	-$865K	0.24%	94
2016 Q1	$2.5M	Sell	33,367 -11,029	-25%	-$831K	0.31%	74
2015 Q4	$3.42M	Sell	44,396 -77,262	-64%	-$5.82M	0.41%	51
2015 Q3	$8.14M	Sell	121,658 -45,169	-27%	-$3.33M	1.08%	24
2015 Q2	$12.4M	Sell	166,827 -2,530	-1%	-$193K	1.5%	21
2015 Q1	$13.2M	Buy	169,357 +19,827	+13%	+$1.5M	1.59%	18
2014 Q4	$10.8M	Sell	149,530 -7,515	-5%	-$522K	1.29%	21
2014 Q3	$9.73M	Sell	157,045 -1,365	-0.9%	-$86.8K	1.2%	22
2014 Q2	$10.1M	Buy	158,410 +1,096	+0.7%	+$66.6K	1.23%	22
2014 Q1	$9.68M	Sell	157,314 -88,425	-36%	-$5.15M	1.2%	23
2013 Q4	$14.1M	Buy	+245,739	New	+$13.9M	1.53%	20
2013 Q2	$13.7M	Buy	+266,238	New	+$13.2M	1.63%	19

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

Oak Associates's MDT Position: Q1 2026 in Review

Oak Associates held its Medtronic (MDT) position steady in Q1 2026 at 15,485 shares worth $1.34M. The position accounts for 0.09% of the portfolio, ranked #89.

Oak Associates first reported a position in MDT in Q2 2013 and has held it in 51 quarters since. The position peaked at $14.1M in Q4 2013. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Oak Associates held 15,485 shares of Medtronic worth $1.34M as of Q1 2026.
Oak Associates left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.09% of Oak Associates's portfolio in Q1 2026, its #89 holding.
Oak Associates first reported a position in Medtronic in Q2 2013 and has held it in 51 quarters since.
Oak Associates's Medtronic position peaked at $14.1M in Q4 2013.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.