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Perennial Investment Advisors’s Medtronic MDT Stock Holding History

Perennial Investment Advisors’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 		$293K Buy
3,380
+813
+32% +$77.9K 0.02% 399
2025
Q4 		$247K Buy
2,567
+406
+19% +$39.4K 0.02% 423
2025
Q3 		$206K Buy
+2,161
New +$199K 0.02% 465
2025
Q2 		– Sell
-2,441
Closed -$219K – 490
2025
Q1 		$219K Buy
+2,441
New +$218K 0.02% 386

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

Perennial Investment Advisors's MDT Position: Q1 2026 in Review

Perennial Investment Advisors increased its Medtronic (MDT) stake by 32% in Q1 2026, buying an estimated $77.9K and bringing the position to 3,380 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #399.

Perennial Investment Advisors first reported a position in MDT in Q1 2025 and has held it in 4 quarters since. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Perennial Investment Advisors held 3,380 shares of Medtronic worth $293K as of Q1 2026.
  • Perennial Investment Advisors bought 813 Medtronic shares in Q1 2026, an estimated $77.9K.
  • Medtronic made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #399 holding.
  • Perennial Investment Advisors first reported a position in Medtronic in Q1 2025 and has held it in 4 quarters since.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.