RWM
MDT icon

Ritholtz Wealth Management’s Medtronic MDT Stock Holding History

Ritholtz Wealth 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 		$5.75M Sell
66,350
-8,020
-11% -$768K 0.1% 137
2025
Q4 		$7.14M Buy
74,370
+321
+0.4% +$31.2K 0.13% 90
2025
Q3 		$7.05M Buy
74,049
+7,933
+12% +$729K 0.14% 87
2025
Q2 		$5.76M Sell
66,116
-7,268
-10% -$616K 0.13% 92
2025
Q1 		$6.59M Buy
73,384
+18,899
+35% +$1.69M 0.2% 68
2024
Q4 		$4.35M Buy
54,485
+40,243
+283% +$3.48M 0.13% 103
2024
Q3 		$1.28M Buy
14,242
+4,051
+40% +$341K 0.04% 321
2024
Q2 		$802K Buy
10,191
+15
+0.1% +$1.23K 0.03% 410
2024
Q1 		$887K Buy
10,176
+1,206
+13% +$103K 0.03% 389
2023
Q4 		$739K Sell
8,970
-406
-4% -$30.9K 0.03% 399
2023
Q3 		$735K Buy
9,376
+1,550
+20% +$130K 0.03% 360
2023
Q2 		$690K Sell
7,826
-366
-4% -$31.5K 0.03% 360
2023
Q1 		$660K Buy
8,192
+3,059
+60% +$249K 0.03% 348
2022
Q4 		$399K Sell
5,133
-16,451
-76% -$1.33M 0.02% 405
2022
Q3 		$1.74M Buy
21,584
+14,964
+226% +$1.34M 0.09% 146
2022
Q2 		$594K Sell
6,620
-2,740
-29% -$278K 0.04% 278
2022
Q1 		$1.04M Buy
9,360
+1,963
+27% +$207K 0.07% 177
2021
Q4 		$765K Sell
7,397
-2,267
-23% -$263K 0.05% 218
2021
Q3 		$1.21M Buy
9,664
+1,278
+15% +$165K 0.08% 116
2021
Q2 		$1.04M Buy
8,386
+766
+10% +$96.2K 0.08% 136
2021
Q1 		$900K Buy
7,620
+2,335
+44% +$274K 0.07% 123
2020
Q4 		$619K Buy
5,285
+983
+23% +$108K 0.06% 130
2020
Q3 		$447K Buy
4,302
+961
+29% +$96.5K 0.05% 154
2020
Q2 		$306K Buy
+3,341
New +$320K 0.04% 174

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

Ritholtz Wealth Management's MDT Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Medtronic (MDT) stake by 11% in Q1 2026, selling an estimated $768K and leaving 66,350 shares worth $5.75M. The position accounts for 0.1% of the portfolio, ranked #137.

Ritholtz Wealth Management first reported a position in MDT in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.14M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Ritholtz Wealth Management held 66,350 shares of Medtronic worth $5.75M as of Q1 2026.
  • Ritholtz Wealth Management sold 8,020 Medtronic shares in Q1 2026, an estimated $768K.
  • Medtronic made up 0.1% of Ritholtz Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Ritholtz Wealth Management first reported a position in Medtronic in Q2 2020 and has held it in 24 quarters since.
  • Ritholtz Wealth Management's Medtronic position peaked at $7.14M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.