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Peak Asset Management’s Medtronic MDT Stock Holding History

Peak Asset 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 		$2.4M Sell
27,725
-7,370
-21% -$706K 0.42% 48
2025
Q4 		$3.37M Sell
35,095
-315
-0.9% -$30.6K 0.57% 36
2025
Q3 		$3.37M Sell
35,410
-1,025
-3% -$94.2K 0.59% 36
2025
Q2 		$3.18M Buy
36,435
+7,464
+26% +$633K 0.58% 39
2025
Q1 		$2.6M Sell
28,971
-2,810
-9% -$251K 0.5% 45
2024
Q4 		$2.54M Sell
31,781
-462
-1% -$40K 0.47% 43
2024
Q3 		$2.9M Sell
32,243
-1,248
-4% -$105K 0.55% 41
2024
Q2 		$2.64M Sell
33,491
-2,251
-6% -$185K 0.52% 42
2024
Q1 		$3.11M Buy
35,742
+708
+2% +$60.4K 0.62% 40
2023
Q4 		$2.89M Buy
35,034
+12,589
+56% +$959K 0.64% 40
2023
Q3 		$1.76M Buy
+22,445
New +$1.88M 0.42% 58

Other funds holding MDT

BlackRock
BlackRock New York $5.7T 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 $1.47T 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