Oppenheimer & Co’s Medtronic MDT Stock Holding History

Oppenheimer & Co’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	$17.1M	Buy	197,025 +5,871	+3%	+$562K	0.21%	95
2025 Q4	$18.4M	Sell	191,154 -2,907	-1%	-$282K	0.26%	71
2025 Q3	$18.5M	Buy	194,061 +1,148	+0.6%	+$106K	0.23%	88
2025 Q2	$16.8M	Sell	192,913 -9,015	-4%	-$765K	0.22%	83
2025 Q1	$18.1M	Buy	201,928 +15,296	+8%	+$1.37M	0.27%	71
2024 Q4	$14.9M	Sell	186,632 -379	-0.2%	-$32.8K	0.22%	86
2024 Q3	$16.8M	Sell	187,011 -2,191	-1%	-$184K	0.26%	72
2024 Q2	$14.9M	Sell	189,202 -16,504	-8%	-$1.35M	0.24%	84
2024 Q1	$17.9M	Sell	205,706 -10,686	-5%	-$912K	0.3%	65
2023 Q4	$17.8M	Buy	216,392 +644	+0.3%	+$49.1K	0.33%	58
2023 Q3	$16.9M	Sell	215,748 -21,656	-9%	-$1.81M	0.35%	54
2023 Q2	$20.9M	Sell	237,404 -5,418	-2%	-$466K	0.42%	37
2023 Q1	$19.6M	Buy	242,822 +6,005	+3%	+$489K	0.42%	40
2022 Q4	$18.4M	Sell	236,817 -10,529	-4%	-$853K	0.42%	39
2022 Q3	$20M	Buy	247,346 +730	+0.3%	+$65.6K	0.47%	33
2022 Q2	$22.1M	Sell	246,616 -10,734	-4%	-$1.09M	0.48%	34
2022 Q1	$28.6M	Buy	257,350 +25,307	+11%	+$2.67M	0.51%	24
2021 Q4	$24M	Buy	232,043 +52,025	+29%	+$6.02M	0.42%	40
2021 Q3	$22.6M	Buy	180,018 +4,959	+3%	+$642K	0.42%	39
2021 Q2	$21.7M	Buy	175,059 +9,754	+6%	+$1.22M	0.39%	44
2021 Q1	$19.5M	Sell	165,305 -13,340	-7%	-$1.56M	0.39%	48
2020 Q4	$20.9M	Buy	178,645 +3,883	+2%	+$427K	0.44%	42
2020 Q3	$18.2M	Sell	174,762 -9,367	-5%	-$941K	0.45%	42
2020 Q2	$16.9M	Buy	184,129 +23,936	+15%	+$2.3M	0.44%	44
2020 Q1	$14.4M	Sell	160,193 -6,338	-4%	-$674K	0.44%	48
2019 Q4	$18.9M	Buy	166,531 +20,044	+14%	+$2.2M	0.47%	45
2019 Q3	$15.9M	Sell	146,487 -12,725	-8%	-$1.33M	0.43%	50
2019 Q2	$15.5M	Sell	159,212 -3,162	-2%	-$289K	0.42%	47
2019 Q1	$14.8M	Sell	162,374 -15,812	-9%	-$1.42M	0.4%	52
2018 Q4	$16.2M	Buy	178,186 +27,744	+18%	+$2.59M	0.51%	40
2018 Q3	$14.8M	Sell	150,442 -4,328	-3%	-$400K	0.38%	57
2018 Q2	$13.3M	Buy	154,770 +3,958	+3%	+$331K	0.36%	59
2018 Q1	$12.1M	Buy	150,812 +20,042	+15%	+$1.65M	0.31%	67
2017 Q4	$10.6M	Buy	130,770 +3,486	+3%	+$279K	0.27%	81
2017 Q3	$9.9M	Buy	127,284 +9,883	+8%	+$821K	0.27%	80
2017 Q2	$10.4M	Sell	117,401 -1,882	-2%	-$159K	0.29%	80
2017 Q1	$9.61M	Sell	119,283 -5,660	-5%	-$442K	0.27%	85
2016 Q4	$8.9M	Sell	124,943 -70,561	-36%	-$5.54M	0.26%	90
2016 Q3	$16.9M	Sell	195,504 -9,433	-5%	-$822K	0.49%	41
2016 Q2	$17.8M	Buy	204,937 +10,768	+6%	+$871K	0.53%	34
2016 Q1	$14.6M	Sell	194,169 -14,001	-7%	-$1.05M	0.44%	48
2015 Q4	$16M	Buy	208,170 +8,777	+4%	+$661K	0.48%	42
2015 Q3	$13.3M	Buy	199,393 +5,691	+3%	+$419K	0.41%	48
2015 Q2	$14.4M	Buy	193,702 +3,595	+2%	+$275K	0.4%	51
2015 Q1	$14.8M	Buy	190,107 +13,025	+7%	+$987K	0.4%	53
2014 Q4	$12.8M	Buy	177,082 +78,391	+79%	+$5.45M	0.37%	55
2014 Q3	$6.11M	Buy	98,691 +59,662	+153%	+$3.79M	0.18%	134
2014 Q2	$2.49M	Sell	39,029 -73,219	-65%	-$4.45M	0.07%	312
2014 Q1	$6.91M	Sell	112,248 -17,203	-13%	-$1M	0.21%	118
2013 Q4	$7.43M	Buy	129,451 +6,181	+5%	+$350K	0.24%	103
2013 Q3	$6.57M	Buy	123,270 +1,724	+1%	+$92.8K	0.23%	107
2013 Q2	$6.26M	Buy	+121,546	New	+$6.01M	0.24%	106

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

Oppenheimer & Co's MDT Position: Q1 2026 in Review

Oppenheimer & Co increased its Medtronic (MDT) stake by 3.1% in Q1 2026, buying an estimated $562K and bringing the position to 197,025 shares worth $17.1M. The position accounts for 0.21% of the portfolio, ranked #95.

Oppenheimer & Co first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.6M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Oppenheimer & Co held 197,025 shares of Medtronic worth $17.1M as of Q1 2026.
Oppenheimer & Co bought 5,871 Medtronic shares in Q1 2026, an estimated $562K.
Medtronic made up 0.21% of Oppenheimer & Co's portfolio in Q1 2026, its #95 holding.
Oppenheimer & Co first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
Oppenheimer & Co's Medtronic position peaked at $28.6M in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.