Pointe Capital Management’s Medtronic MDT Stock Holding History

Pointe Capital 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	–	Sell	-2,084	Closed	-$200K	–	161
2025 Q4	$200K	Sell	2,084 -213	-9%	-$20.7K	0.1%	153
2025 Q3	$219K	Sell	2,297 -250	-10%	-$23K	0.11%	148
2025 Q2	$222K	Sell	2,547 -54	-2%	-$4.58K	0.12%	148
2025 Q1	$234K	Hold	2,601	–	–	0.14%	141
2024 Q4	$208K	Hold	2,601	–	–	0.12%	155
2024 Q3	$234K	Sell	2,601 -3,336	-56%	-$281K	0.14%	143
2024 Q2	$467K	Sell	5,937 -3	-0.1%	-$246	0.29%	89
2024 Q1	$518K	Hold	5,940	–	–	0.32%	81
2023 Q4	$489K	Sell	5,940 -21	-0.4%	-$1.6K	0.34%	75
2023 Q3	$467K	Buy	5,961 +25	+0.4%	+$2.09K	0.35%	69
2023 Q2	$523K	Sell	5,936 -78	-1%	-$6.71K	0.4%	67
2023 Q1	$485K	Sell	6,014 -516	-8%	-$42.1K	0.35%	71
2022 Q4	$508K	Buy	6,530 +554	+9%	+$44.9K	0.39%	69
2022 Q3	$483K	Buy	5,976 +35	+0.6%	+$3.15K	0.39%	67
2022 Q2	$533K	Hold	5,941	–	–	0.4%	64
2022 Q1	$659K	Buy	5,941 +544	+10%	+$57.5K	0.42%	62
2021 Q4	$558K	Hold	5,397	–	–	0.34%	77
2021 Q3	$676K	Buy	5,397 +53	+1%	+$6.86K	0.47%	60
2021 Q2	$663K	Sell	5,344 -398	-7%	-$50K	0.47%	62
2021 Q1	$678K	Buy	5,742 +120	+2%	+$14.1K	0.48%	50
2020 Q4	$658K	Sell	5,622 -765	-12%	-$84.2K	0.56%	48
2020 Q3	$664K	Buy	6,387 +188	+3%	+$18.9K	0.58%	48
2020 Q2	$568K	Buy	6,199 +16	+0.3%	+$1.53K	0.51%	53
2020 Q1	$558K	Sell	6,183 -230	-4%	-$24.5K	0.54%	45
2019 Q4	$728K	Sell	6,413 -16	-0.2%	-$1.76K	0.61%	49
2019 Q3	$698K	Buy	6,429 +665	+12%	+$69.4K	0.59%	48
2019 Q2	$561K	Sell	5,764 -122	-2%	-$11.1K	0.46%	60
2019 Q1	$536K	Buy	5,886 +450	+8%	+$40.3K	0.45%	63
2018 Q4	$494K	Sell	5,436 -118	-2%	-$11K	0.48%	61
2018 Q3	$546K	Buy	5,554 +487	+10%	+$45K	0.43%	68
2018 Q2	$434K	Sell	5,067 -816	-14%	-$68.2K	0.37%	79
2018 Q1	$472K	Buy	5,883 +4	+0.1%	+$330	0.41%	73
2017 Q4	$475K	Sell	5,879 -155	-3%	-$12.4K	0.38%	79
2017 Q3	$469K	Buy	6,034 +827	+16%	+$68.7K	0.35%	85
2017 Q2	$462K	Buy	5,207 +1,000	+24%	+$84.3K	0.33%	88
2017 Q1	$339K	Buy	+4,207	New	+$329K	0.26%	108
2016 Q4	–	Sell	-4,450	Closed	-$384K	–	205
2016 Q3	$384K	Sell	4,450 -5	-0.1%	-$436	0.28%	107
2016 Q2	$387K	Buy	+4,455	New	+$360K	0.28%	104
2015 Q3	–	Sell	-5,830	Closed	-$432K	–	169
2015 Q2	$432K	Sell	5,830 -2,550	-30%	-$195K	0.19%	111
2015 Q1	$654K	Buy	+8,380	New	+$635K	0.31%	66

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

Pointe Capital Management's MDT Position: Q1 2026 in Review

Pointe Capital Management sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,084 shares — an estimated $200K sold.

Pointe Capital Management first reported a position in MDT in Q1 2015 and held it in 40 quarters. The position peaked at $728K in Q4 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Pointe Capital Management reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Pointe Capital Management sold 2,084 Medtronic shares in Q1 2026, an estimated $200K.
Pointe Capital Management first reported a position in Medtronic in Q1 2015 and held it in 40 quarters.
Pointe Capital Management's Medtronic position peaked at $728K in Q4 2019.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.