Ogorek Anthony Joseph’s Medtronic MDT Stock Holding History

Ogorek Anthony Joseph’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	$9.06M	Buy	104,515 +299	+0.3%	+$28.6K	2.48%	12
2025 Q4	$10M	Hold	104,216	–	–	2.75%	13
2025 Q3	$9.93M	Buy	104,216 +6	+0%	+$552	2.84%	13
2025 Q2	$9.08M	Hold	104,210	–	–	2.81%	13
2025 Q1	$9.36M	Hold	104,210	–	–	3.08%	11
2024 Q4	$8.32M	Buy	104,210 +101,629	+3,938%	+$8.8M	2.65%	11
2024 Q3	$232K	Hold	2,581	–	–	0.08%	57
2024 Q2	$203K	Sell	2,581 -167	-6%	-$13.7K	0.07%	58
2024 Q1	$239K	Sell	2,748 -105	-4%	-$8.96K	0.08%	53
2023 Q4	$235K	Hold	2,853	–	–	0.09%	55
2023 Q3	$223K	Hold	2,853	–	–	0.09%	72
2023 Q2	$251K	Sell	2,853 -205	-7%	-$17.6K	0.1%	66
2023 Q1	$246K	Hold	3,058	–	–	0.1%	66
2022 Q4	$237K	Hold	3,058	–	–	0.1%	56
2022 Q3	$246K	Hold	3,058	–	–	0.12%	54
2022 Q2	$274K	Hold	3,058	–	–	0.13%	53
2022 Q1	$339K	Hold	3,058	–	–	0.14%	51
2021 Q4	$316K	Hold	3,058	–	–	0.14%	48
2021 Q3	$383K	Hold	3,058	–	–	0.17%	41
2021 Q2	$379K	Hold	3,058	–	–	0.17%	42
2021 Q1	$361K	Buy	3,058 +105	+4%	+$12.3K	0.18%	37
2020 Q4	$345K	Hold	2,953	–	–	0.18%	32
2020 Q3	$306K	Sell	2,953 -594	-17%	-$59.7K	0.18%	30
2020 Q2	$325K	Buy	3,547 +167	+5%	+$16K	0.23%	22
2020 Q1	$304K	Hold	3,380	–	–	0.17%	23
2019 Q4	$383K	Sell	3,380 -1,795	-35%	-$197K	0.19%	24
2019 Q3	$562K	Sell	5,175 -790	-13%	-$82.4K	0.34%	15
2019 Q2	$580K	Hold	5,965	–	–	0.39%	14
2019 Q1	$543K	Hold	5,965	–	–	0.36%	14
2018 Q4	$542K	Buy	5,965 +100	+2%	+$9.35K	0.43%	14
2018 Q3	$576K	Buy	5,865 +494	+9%	+$45.7K	0.42%	15
2018 Q2	$459K	Hold	5,371	–	–	0.36%	15
2018 Q1	$430K	Hold	5,371	–	–	0.37%	16
2017 Q4	$433K	Sell	5,371 -2,829	-35%	-$227K	0.35%	13
2017 Q3	$637K	Hold	8,200	–	–	0.62%	9
2017 Q2	$727K	Hold	8,200	–	–	0.67%	9
2017 Q1	$660K	Hold	8,200	–	–	0.68%	8
2016 Q4	$708K	Hold	8,200	–	–	0.61%	9
2016 Q3	$708K	Hold	8,200	–	–	0.61%	9
2016 Q2	$711K	Hold	8,200	–	–	0.64%	8
2016 Q1	$615K	Sell	8,200 -20,000	-71%	-$1.51M	0.5%	8
2015 Q4	$2.17M	Sell	28,200 -5,000	-15%	-$376K	1.81%	9
2015 Q3	$2.22M	Hold	33,200	–	–	1.82%	9
2015 Q2	$2.46M	Hold	33,200	–	–	1.89%	9
2015 Q1	$2.59M	Hold	33,200	–	–	1.78%	9
2014 Q4	$2.4M	Buy	+33,200	New	+$2.31M	1.8%	10

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

Ogorek Anthony Joseph's MDT Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its Medtronic (MDT) stake by 0.29% in Q1 2026, buying an estimated $28.6K and bringing the position to 104,515 shares worth $9.06M. The position accounts for 2.48% of the portfolio, ranked #12.

Ogorek Anthony Joseph first reported a position in MDT in Q4 2014 and has held it in 46 quarters since. The position peaked at $10M in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Ogorek Anthony Joseph held 104,515 shares of Medtronic worth $9.06M as of Q1 2026.
Ogorek Anthony Joseph bought 299 Medtronic shares in Q1 2026, an estimated $28.6K.
Medtronic made up 2.48% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #12 holding.
Ogorek Anthony Joseph first reported a position in Medtronic in Q4 2014 and has held it in 46 quarters since.
Ogorek Anthony Joseph's Medtronic position peaked at $10M in Q4 2025.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.