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Sargent Investment Group’s Medtronic MDT Stock Holding History

Sargent Investment Group’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 		$1.37M Buy
15,782
+2,245
+17% +$215K 0.18% 102
2025
Q4 		$1.3M Buy
13,537
+548
+4% +$53.2K 0.16% 101
2025
Q3 		$1.24M Buy
12,989
+2,790
+27% +$256K 0.18% 88
2025
Q2 		$911K Buy
10,199
+2,951
+41% +$250K 0.12% 108
2025
Q1 		$651K Buy
7,248
+1,704
+31% +$152K 0.1% 122
2024
Q4 		$453K Buy
+5,544
New +$480K 0.07% 140

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

Sargent Investment Group's MDT Position: Q1 2026 in Review

Sargent Investment Group increased its Medtronic (MDT) stake by 17% in Q1 2026, buying an estimated $215K and bringing the position to 15,782 shares worth $1.37M. The position accounts for 0.18% of the portfolio, ranked #102.

Sargent Investment Group first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Sargent Investment Group held 15,782 shares of Medtronic worth $1.37M as of Q1 2026.
  • Sargent Investment Group bought 2,245 Medtronic shares in Q1 2026, an estimated $215K.
  • Medtronic made up 0.18% of Sargent Investment Group's portfolio in Q1 2026, its #102 holding.
  • Sargent Investment Group first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.