Satovsky Asset Management’s Medtronic MDT Stock Holding History

Satovsky Asset 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	$219K	Buy	2,522 +150	+6%	+$14.4K	0.04%	69
2025 Q4	$228K	Buy	2,372 +55	+2%	+$5.34K	0.04%	65
2025 Q3	$221K	Buy	2,317 +16	+0.7%	+$1.47K	0.04%	60
2025 Q2	$201K	Buy	2,301 +17	+0.7%	+$1.44K	0.04%	62
2025 Q1	$205K	Buy	+2,284	New	+$204K	0.05%	53
2024 Q4	–	Sell	-2,264	Closed	-$204K	–	55
2024 Q3	$204K	Buy	+2,264	New	+$190K	0.05%	54
2022 Q2	–	Sell	-1,953	Closed	-$217K	–	38
2022 Q1	$217K	Buy	+1,953	New	+$206K	0.15%	31
2021 Q4	–	Sell	-1,734	Closed	-$217K	–	33
2021 Q3	$217K	Buy	1,734 +9	+0.5%	+$1.17K	0.16%	26
2021 Q2	$214K	Buy	1,725 +8	+0.5%	+$1K	0.16%	28
2021 Q1	$203K	Buy	1,717 +9	+0.5%	+$1.05K	0.18%	27
2020 Q4	$200K	Buy	+1,708	New	+$188K	0.19%	25

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

Satovsky Asset Management's MDT Position: Q1 2026 in Review

Satovsky Asset Management increased its Medtronic (MDT) stake by 6.3% in Q1 2026, buying an estimated $14.4K and bringing the position to 2,522 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #69.

Satovsky Asset Management first reported a position in MDT in Q4 2020 and has held it in 11 quarters since. The position peaked at $228K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Satovsky Asset Management held 2,522 shares of Medtronic worth $219K as of Q1 2026.
Satovsky Asset Management bought 150 Medtronic shares in Q1 2026, an estimated $14.4K.
Medtronic made up 0.04% of Satovsky Asset Management's portfolio in Q1 2026, its #69 holding.
Satovsky Asset Management first reported a position in Medtronic in Q4 2020 and has held it in 11 quarters since.
Satovsky Asset Management's Medtronic position peaked at $228K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.