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Persium Advisors’s Medtronic MDT Stock Holding History

Persium 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 		$812K Buy
9,366
+538
+6% +$51.5K 0.64% 28
2025
Q4 		$848K Buy
8,828
+395
+5% +$38.4K 0.61% 23
2025
Q3 		$803K Buy
8,433
+487
+6% +$44.8K 0.6% 25
2025
Q2 		$693K Buy
7,946
+343
+5% +$29.1K 0.57% 26
2025
Q1 		$683K Buy
7,603
+337
+5% +$30.2K 0.65% 18
2024
Q4 		$580K Buy
+7,266
New +$629K 0.57% 30

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

Persium Advisors's MDT Position: Q1 2026 in Review

Persium Advisors increased its Medtronic (MDT) stake by 6.1% in Q1 2026, buying an estimated $51.5K and bringing the position to 9,366 shares worth $812K. The position accounts for 0.64% of the portfolio, ranked #28.

Persium Advisors first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $848K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Persium Advisors held 9,366 shares of Medtronic worth $812K as of Q1 2026.
  • Persium Advisors bought 538 Medtronic shares in Q1 2026, an estimated $51.5K.
  • Medtronic made up 0.64% of Persium Advisors's portfolio in Q1 2026, its #28 holding.
  • Persium Advisors first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Persium Advisors's Medtronic position peaked at $848K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Persium Advisors's 13F filing for Q1 2026, filed 1 May 2026.