Rothschild Investment LLC’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.33M | Sell |
15,374
-2,382
| -13% | -$228K | 0.07% | 219 |
|
|
2025
Q4 | $1.71M | Sell |
17,756
-763
| -4% | -$74.1K | 0.09% | 173 |
|
|
2025
Q3 | $1.76M | Buy |
18,519
+2,127
| +13% | +$196K | 0.1% | 163 |
|
|
2025
Q2 | $1.43M | Buy |
16,392
+631
| +4% | +$53.5K | 0.09% | 179 |
|
|
2025
Q1 | $1.42M | Buy |
15,761
+3,587
| +29% | +$321K | 0.09% | 189 |
|
|
2024
Q4 | $972K | Buy |
12,174
+2,641
| +28% | +$229K | 0.06% | 240 |
|
|
2024
Q3 | $858K | Sell |
9,533
-159
| -2% | -$13.4K | 0.06% | 252 |
|
|
2024
Q2 | $763K | Sell |
9,692
-222
| -2% | -$18.2K | 0.05% | 270 |
|
|
2024
Q1 | $864K | Buy |
9,914
+118
| +1% | +$10.1K | 0.06% | 256 |
|
|
2023
Q4 | $807K | Sell |
9,796
-961
| -9% | -$73.2K | 0.07% | 221 |
|
|
2023
Q3 | $843K | Sell |
10,757
-382
| -3% | -$32K | 0.07% | 239 |
|
|
2023
Q2 | $981K | Sell |
11,139
-815
| -7% | -$70.2K | 0.08% | 224 |
|
|
2023
Q1 | $964K | Sell |
11,954
-1,077
| -8% | -$87.8K | 0.08% | 218 |
|
|
2022
Q4 | $1.01M | Sell |
13,031
-804
| -6% | -$65.2K | 0.09% | 199 |
|
|
2022
Q3 | $1.12M | Buy |
13,835
+94
| +0.7% | +$8.45K | 0.11% | 183 |
|
|
2022
Q2 | $1.23M | Buy |
13,741
+89
| +0.7% | +$9.02K | 0.11% | 183 |
|
|
2022
Q1 | $1.51M | Buy |
13,652
+941
| +7% | +$99.4K | 0.12% | 174 |
|
|
2021
Q4 | $1.31M | Buy |
12,711
+568
| +5% | +$65.8K | 0.1% | 189 |
|
|
2021
Q3 | $1.52M | Buy |
12,143
+15
| +0.1% | +$1.94K | 0.13% | 161 |
|
|
2021
Q2 | $1.5M | Buy |
12,128
+389
| +3% | +$48.8K | 0.12% | 171 |
|
|
2021
Q1 | $1.39M | Buy |
11,739
+221
| +2% | +$25.9K | 0.12% | 175 |
|
|
2020
Q4 | $1.35M | Sell |
11,518
-365
| -3% | -$40.2K | 0.13% | 158 |
|
|
2020
Q3 | $1.24M | Sell |
11,883
-230
| -2% | -$23.1K | 0.13% | 146 |
|
|
2020
Q2 | $1.11M | Sell |
12,113
-2,440
| -17% | -$234K | 0.13% | 151 |
|
|
2020
Q1 | $1.31M | Sell |
14,553
-1,565
| -10% | -$166K | 0.17% | 136 |
|
|
2019
Q4 | $1.83M | Sell |
16,118
-2,084
| -11% | -$229K | 0.18% | 132 |
|
|
2019
Q3 | $1.98M | Sell |
18,202
-2,035
| -10% | -$212K | 0.23% | 115 |
|
|
2019
Q2 | $1.97M | Sell |
20,237
-903
| -4% | -$82.4K | 0.23% | 113 |
|
|
2019
Q1 | $1.93M | Buy |
21,140
+1,210
| +6% | +$108K | 0.23% | 117 |
|
|
2018
Q4 | $1.81M | Buy |
19,930
+4,048
| +25% | +$378K | 0.24% | 111 |
|
|
2018
Q3 | $1.56M | Sell |
15,882
-215
| -1% | -$19.9K | 0.18% | 125 |
|
|
2018
Q2 | $1.38M | Buy |
16,097
+825
| +5% | +$68.9K | 0.17% | 133 |
|
|
2018
Q1 | $1.23M | Sell |
15,272
-6,178
| -29% | -$510K | 0.16% | 144 |
|
|
2017
Q4 | $1.73M | Sell |
21,450
-104
| -0.5% | -$8.33K | 0.19% | 127 |
|
|
2017
Q3 | $1.68M | Buy |
21,554
+5,078
| +31% | +$422K | 0.19% | 132 |
|
|
2017
Q2 | $1.46M | Buy |
16,476
+3,040
| +23% | +$256K | 0.17% | 156 |
|
|
2017
Q1 | $1.08M | Buy |
13,436
+420
| +3% | +$32.8K | 0.13% | 190 |
|
|
2016
Q4 | $927K | Sell |
13,016
-130
| -1% | -$10.2K | 0.11% | 196 |
|
|
2016
Q3 | $1.14M | Buy |
13,146
+6,023
| +85% | +$525K | 0.14% | 167 |
|
|
2016
Q2 | $618K | Buy |
7,123
+700
| +11% | +$56.6K | 0.08% | 230 |
|
|
2016
Q1 | $482K | Sell |
6,423
-10,579
| -62% | -$797K | 0.06% | 264 |
|
|
2015
Q4 | $1.31M | Sell |
17,002
-257
| -1% | -$19.3K | 0.17% | 145 |
|
|
2015
Q3 | $1.16M | Sell |
17,259
-3,000
| -15% | -$221K | 0.15% | 158 |
|
|
2015
Q2 | $1.5M | Sell |
20,259
-8,847
| -30% | -$676K | 0.17% | 143 |
|
|
2015
Q1 | $2.27M | Sell |
29,106
-535
| -2% | -$40.5K | 0.27% | 98 |
|
|
2014
Q4 | $2.14M | Buy |
29,641
+699
| +2% | +$48.6K | 0.26% | 93 |
|
|
2014
Q3 | $1.79M | Sell |
28,942
-1,208
| -4% | -$76.8K | 0.22% | 109 |
|
|
2014
Q2 | $1.92M | Hold |
30,150
| – | – | 0.25% | 103 |
|
|
2014
Q1 | $1.85M | Hold |
30,150
| – | – | 0.25% | 98 |
|
|
2013
Q4 | $1.73M | Sell |
30,150
-1,050
| -3% | -$59.5K | 0.24% | 100 |
|
|
2013
Q3 | $1.66M | Sell |
31,200
-1,050
| -3% | -$56.5K | 0.25% | 100 |
|
|
2013
Q2 | $1.66M | Buy |
+32,250
| New | +$1.59M | 0.27% | 92 |
|
Other funds holding MDT
VCM
VPM
Rothschild Investment LLC's MDT Position: Q1 2026 in Review
Rothschild Investment LLC reduced its Medtronic (MDT) stake by 13% in Q1 2026, selling an estimated $228K and leaving 15,374 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #219.
Rothschild Investment LLC first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.27M in Q1 2015. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.
- Rothschild Investment LLC held 15,374 shares of Medtronic worth $1.33M as of Q1 2026.
- Rothschild Investment LLC sold 2,382 Medtronic shares in Q1 2026, an estimated $228K.
- Medtronic made up 0.07% of Rothschild Investment LLC's portfolio in Q1 2026, its #219 holding.
- Rothschild Investment LLC first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
- Rothschild Investment LLC's Medtronic position peaked at $2.27M in Q1 2015.
- 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.
Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.