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Pekin Hardy Strauss’s Medtronic MDT Stock Holding History

Pekin Hardy Strauss’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 		$863K Sell
9,963
-1,255
-11% -$120K 0.09% 231
2025
Q4 		$1.08M Sell
11,218
-15,772
-58% -$1.53M 0.1% 189
2025
Q3 		$2.57M Sell
26,990
-16,404
-38% -$1.51M 0.26% 100
2025
Q2 		$3.78M Sell
43,394
-12,450
-22% -$1.06M 0.43% 62
2025
Q1 		$5.02M Sell
55,844
-14,753
-21% -$1.32M 0.61% 46
2024
Q4 		$5.64M Buy
70,597
+1,033
+1% +$89.4K 0.72% 40
2024
Q3 		$6.26M Sell
69,564
-3,565
-5% -$300K 0.8% 31
2024
Q2 		$5.76M Sell
73,129
-790
-1% -$64.8K 0.79% 32
2024
Q1 		$6.44M Sell
73,919
-4,980
-6% -$425K 0.88% 28
2023
Q4 		$6.5M Buy
78,899
+5,648
+8% +$430K 0.91% 27
2023
Q3 		$5.74M Sell
73,251
-700
-0.9% -$58.6K 0.91% 26
2023
Q2 		$6.52M Sell
73,951
-1,620
-2% -$139K 0.71% 25
2023
Q1 		$6.09M Buy
75,571
+64,487
+582% +$5.26M 0.81% 27
2022
Q4 		$861K Buy
11,084
+4,461
+67% +$362K 0.12% 164
2022
Q3 		$535K Buy
6,623
+345
+5% +$31K 0.09% 183
2022
Q2 		$563K Sell
6,278
-100
-2% -$10.1K 0.08% 194
2022
Q1 		$708K Sell
6,378
-200
-3% -$21.1K 0.09% 195
2021
Q4 		$680K Sell
6,578
-650
-9% -$75.3K 0.09% 198
2021
Q3 		$906K Buy
7,228
+305
+4% +$39.5K 0.13% 173
2021
Q2 		$859K Buy
6,923
+170
+3% +$21.3K 0.12% 174
2021
Q1 		$798K Buy
6,753
+280
+4% +$32.8K 0.13% 158
2020
Q4 		$758K Sell
6,473
-1,000
-13% -$110K 0.13% 147
2020
Q3 		$777K Hold
7,473
– – 0.16% 128
2020
Q2 		$685K Buy
7,473
+1,000
+15% +$95.9K 0.15% 125
2020
Q1 		$584K Sell
6,473
-600
-8% -$63.8K 0.13% 113
2019
Q4 		$802K Buy
7,073
+300
+4% +$32.9K 0.13% 111
2019
Q3 		$736K Hold
6,773
– – 0.14% 111
2019
Q2 		$660K Buy
6,773
+100
+1% +$9.13K 0.13% 115
2019
Q1 		$608K Hold
6,673
– – 0.05% 121
2018
Q4 		$607K Hold
6,673
– – 0.11% 111
2018
Q3 		$656K Buy
6,673
+34
+0.5% +$3.14K 0.11% 118
2018
Q2 		$568K Sell
6,639
-100
-1% -$8.35K 0.11% 118
2018
Q1 		$541K Sell
6,739
-130
-2% -$10.7K 0.1% 119
2017
Q4 		$555K Sell
6,869
-250
-4% -$20K 0.1% 115
2017
Q3 		$554K Buy
7,119
+4,325
+155% +$359K 0.1% 116
2017
Q2 		$248K Sell
2,794
-870
-24% -$73.4K 0.04% 157
2017
Q1 		$295K Sell
3,664
-113
-3% -$8.83K 0.06% 143
2016
Q4 		$269K Buy
3,777
+200
+6% +$15.7K 0.02% 141
2016
Q3 		$309K Hold
3,577
– – 0.05% 125
2016
Q2 		$310K Sell
3,577
-50
-1% -$4.04K 0.07% 125
2016
Q1 		$272K Buy
3,627
+50
+1% +$3.77K 0.06% 130
2015
Q4 		$275K Sell
3,577
-295
-8% -$22.2K 0.06% 132
2015
Q3 		$259K Hold
3,872
– – 0.06% 129
2015
Q2 		$287K Sell
3,872
-1,800
-32% -$138K 0.06% 128
2015
Q1 		$442K Sell
5,672
-4,905
-46% -$372K 0.08% 91
2014
Q4 		$764K Sell
10,577
-2,900
-22% -$201K 0.11% 125
2014
Q3 		$835K Buy
13,477
+200
+2% +$12.7K 0.14% 64
2014
Q2 		$847K Sell
13,277
-250
-2% -$15.2K 0.13% 63
2014
Q1 		$832K Sell
13,527
-200
-1% -$11.7K 0.14% 60
2013
Q4 		$788K Sell
13,727
-200
-1% -$11.3K 0.12% 63
2013
Q3 		$742K Hold
13,927
– – 0.12% 62
2013
Q2 		$717K Buy
+13,927
New +$688K 0.12% 64

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

Pekin Hardy Strauss's MDT Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its Medtronic (MDT) stake by 11% in Q1 2026, selling an estimated $120K and leaving 9,963 shares worth $863K. The position accounts for 0.09% of the portfolio, ranked #231.

Pekin Hardy Strauss first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.52M in Q2 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Pekin Hardy Strauss held 9,963 shares of Medtronic worth $863K as of Q1 2026.
  • Pekin Hardy Strauss sold 1,255 Medtronic shares in Q1 2026, an estimated $120K.
  • Medtronic made up 0.09% of Pekin Hardy Strauss's portfolio in Q1 2026, its #231 holding.
  • Pekin Hardy Strauss first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • Pekin Hardy Strauss's Medtronic position peaked at $6.52M in Q2 2023.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.