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Sage Mountain Advisors’s Medtronic MDT Stock Holding History

Sage Mountain 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 		– Sell
-5,397
Closed -$518K – 457
2025
Q4 		$518K Sell
5,397
-2,142
-28% -$208K 0.03% 264
2025
Q3 		$718K Buy
7,539
+4,280
+131% +$393K 0.04% 207
2025
Q2 		$284K Buy
3,259
+298
+10% +$25.3K 0.02% 342
2025
Q1 		$266K Buy
+2,961
New +$265K 0.02% 325
2024
Q4 		– Sell
-2,847
Closed -$256K – 503
2024
Q3 		$256K Buy
2,847
+178
+7% +$15K 0.02% 321
2024
Q2 		$210K Buy
+2,669
New +$219K 0.02% 327
2023
Q4 		– Sell
-3,275
Closed -$257K – 370
2023
Q3 		$257K Sell
3,275
-274
-8% -$22.9K 0.04% 206
2023
Q2 		$313K Buy
3,549
+224
+7% +$19.3K 0.04% 173
2023
Q1 		$268K Buy
+3,325
New +$271K 0.04% 183
2022
Q2 		– Sell
-2,574
Closed -$286K – 628
2022
Q1 		$286K Sell
2,574
-1,828
-42% -$193K 0.04% 394
2021
Q4 		$455K Sell
4,402
-601
-12% -$69.6K 0.05% 329
2021
Q3 		$627K Buy
5,003
+983
+24% +$127K 0.09% 214
2021
Q2 		$499K Buy
4,020
+1,932
+93% +$243K 0.08% 229
2021
Q1 		$247K Buy
+2,088
New +$245K 0.05% 265

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

Sage Mountain Advisors's MDT Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 5,397 shares — an estimated $518K sold.

Sage Mountain Advisors first reported a position in MDT in Q1 2021 and held it in 14 quarters. The position peaked at $718K in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,397 Medtronic shares in Q1 2026, an estimated $518K.
  • Sage Mountain Advisors first reported a position in Medtronic in Q1 2021 and held it in 14 quarters.
  • Sage Mountain Advisors's Medtronic position peaked at $718K in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.