Richard Bernstein Advisors’s Medtronic MDT Stock Holding History

Richard Bernstein 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	$1.58M	Hold	18,197	–	–	0.05%	115
2025 Q4	$1.75M	Sell	18,197 -2,012	-10%	-$195K	0.05%	79
2025 Q3	$1.92M	Sell	20,209 -32,534	-62%	-$2.99M	0.05%	93
2025 Q2	$4.6M	Hold	52,743	–	–	0.11%	76
2025 Q1	$4.74M	Sell	52,743 -2,160	-4%	-$193K	0.11%	67
2024 Q4	$4.39M	Hold	54,903	–	–	0.1%	93
2024 Q3	$4.94M	Hold	54,903	–	–	0.11%	74
2024 Q2	$4.32M	Buy	54,903 +8	+0%	+$656	0.1%	77
2024 Q1	$4.78M	Hold	54,895	–	–	0.1%	73
2023 Q4	$4.52M	Buy	54,895 +36	+0.1%	+$2.74K	0.1%	69
2023 Q3	$4.3M	Sell	54,859 -51,286	-48%	-$4.29M	0.1%	67
2023 Q2	$9.35M	Hold	106,145	–	–	0.2%	39
2023 Q1	$8.56M	Hold	106,145	–	–	0.18%	44
2022 Q4	$8.25M	Hold	106,145	–	–	0.18%	48
2022 Q3	$8.57M	Sell	106,145 -9,582	-8%	-$861K	0.21%	43
2022 Q2	$10.4M	Buy	115,727 +69,568	+151%	+$7.05M	0.23%	47
2022 Q1	$5.12M	Hold	46,159	–	–	0.1%	98
2021 Q4	$4.78M	Hold	46,159	–	–	0.09%	101
2021 Q3	$5.79M	Buy	46,159 +2,187	+5%	+$283K	0.12%	84
2021 Q2	$5.46M	Hold	43,972	–	–	0.11%	80
2021 Q1	$5.19M	Hold	43,972	–	–	0.12%	82
2020 Q4	$5.15M	Hold	43,972	–	–	0.13%	75
2020 Q3	$4.57M	Hold	43,972	–	–	0.13%	75
2020 Q2	$4.04M	Buy	+43,972	New	+$4.22M	0.13%	88
2020 Q1	–	Sell	-56,168	Closed	-$6.37M	–	214
2019 Q4	$6.37M	Hold	56,168	–	–	0.21%	63
2019 Q3	$6.1M	Buy	56,168 +9,356	+20%	+$976K	0.2%	70
2019 Q2	$4.56M	Sell	46,812 -9,356	-17%	-$854K	0.15%	96
2019 Q1	$5.12M	Hold	56,168	–	–	0.17%	100
2018 Q4	$5.11M	Buy	56,168 +9,356	+20%	+$874K	0.19%	90
2018 Q3	$4.61M	Buy	+46,812	New	+$4.33M	0.13%	150
2016 Q1	–	Sell	-96,201	Closed	-$7.4M	–	266
2015 Q4	$7.4M	Hold	96,201	–	–	0.95%	26
2015 Q3	$6.44M	Hold	96,201	–	–	0.88%	29
2015 Q2	$7.13M	Hold	96,201	–	–	0.86%	24
2015 Q1	$7.5M	Hold	96,201	–	–	0.98%	18
2014 Q4	$6.95M	Hold	96,201	–	–	0.72%	29
2014 Q3	$5.96M	Hold	96,201	–	–	0.63%	45
2014 Q2	$6.13M	Hold	96,201	–	–	0.72%	26
2014 Q1	$5.92M	Buy	96,201 +26,193	+37%	+$1.53M	0.84%	22
2013 Q4	$4.02M	Buy	70,008 +20,313	+41%	+$1.15M	0.81%	19
2013 Q3	$2.65M	Hold	49,695	–	–	0.78%	21
2013 Q2	$2.56M	Buy	+49,695	New	+$2.46M	0.84%	22

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

Richard Bernstein Advisors's MDT Position: Q1 2026 in Review

Richard Bernstein Advisors held its Medtronic (MDT) position steady in Q1 2026 at 18,197 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #115.

Richard Bernstein Advisors first reported a position in MDT in Q2 2013 and has held it in 41 quarters since. The position peaked at $10.4M in Q2 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Richard Bernstein Advisors held 18,197 shares of Medtronic worth $1.58M as of Q1 2026.
Richard Bernstein Advisors left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #115 holding.
Richard Bernstein Advisors first reported a position in Medtronic in Q2 2013 and has held it in 41 quarters since.
Richard Bernstein Advisors's Medtronic position peaked at $10.4M in Q2 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.