Plato Investment Management’s Medtronic MDT Stock Holding History

Plato Investment 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	$4.02M	Sell	46,424 -664	-1%	-$63.6K	0.27%	88
2025 Q4	$4.55M	Buy	47,088 +4,503	+11%	+$437K	0.3%	75
2025 Q3	$4.02M	Buy	42,585 +2,305	+6%	+$212K	0.27%	88
2025 Q2	$3.5M	Buy	40,280 +833	+2%	+$70.6K	0.26%	89
2025 Q1	$3.58M	Buy	39,447 +291	+0.7%	+$26K	0.3%	85
2024 Q4	$3.14M	Buy	39,156 +1,085	+3%	+$93.9K	0.23%	97
2024 Q3	$3.42M	Buy	+38,071	New	+$3.2M	0.28%	86

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

Plato Investment Management's MDT Position: Q1 2026 in Review

Plato Investment Management reduced its Medtronic (MDT) stake by 1.4% in Q1 2026, selling an estimated $63.6K and leaving 46,424 shares worth $4.02M. The position accounts for 0.27% of the portfolio, ranked #88.

Plato Investment Management first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.55M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Plato Investment Management held 46,424 shares of Medtronic worth $4.02M as of Q1 2026.
Plato Investment Management sold 664 Medtronic shares in Q1 2026, an estimated $63.6K.
Medtronic made up 0.27% of Plato Investment Management's portfolio in Q1 2026, its #88 holding.
Plato Investment Management first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
Plato Investment Management's Medtronic position peaked at $4.55M in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.