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SevenBridge Financial Group’s Medtronic MDT Stock Holding History

SevenBridge Financial 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 		$631K Sell
7,587
-616
-8% -$59K 0.1% 138
2025
Q4 		$826K Sell
8,203
-1,909
-19% -$185K 0.13% 126
2025
Q3 		$969K Sell
10,112
-2,832
-22% -$260K 0.16% 117
2025
Q2 		$1.19M Sell
12,944
-1,991
-13% -$169K 0.21% 113
2025
Q1 		$1.28M Sell
14,935
-3,085
-17% -$276K 0.25% 109
2024
Q4 		$1.64M Sell
18,020
-5,119
-22% -$443K 0.31% 86
2024
Q3 		$2.04M Sell
23,139
-60
-0.3% -$5.05K 0.39% 70
2024
Q2 		$1.87M Sell
23,199
-296
-1% -$24.3K 0.41% 68
2024
Q1 		$1.92M Buy
23,495
+2,042
+10% +$174K 0.43% 65
2023
Q4 		$1.77M Sell
21,453
-328
-2% -$25K 0.42% 70
2023
Q3 		$1.71M Buy
21,781
+500
+2% +$41.9K 0.44% 68
2023
Q2 		$1.87M Buy
21,281
+1,525
+8% +$131K 0.48% 63
2023
Q1 		$1.59M Buy
19,756
+2,128
+12% +$173K 0.44% 65
2022
Q4 		$1.37M Buy
17,628
+977
+6% +$79.2K 0.4% 66
2022
Q3 		$1.34M Buy
16,651
+4,751
+40% +$427K 0.46% 58
2022
Q2 		$1.07M Buy
11,900
+708
+6% +$71.7K 0.43% 63
2022
Q1 		$1.24M Buy
11,192
+5,968
+114% +$631K 0.44% 61
2021
Q4 		$540K Buy
5,224
+1,183
+29% +$137K 0.16% 108
2021
Q3 		$507K Sell
4,041
-1
-0% -$129 0.17% 105
2021
Q2 		$502K Buy
4,042
+237
+6% +$29.8K 0.16% 106
2021
Q1 		$449K Sell
3,805
-45
-1% -$5.27K 0.16% 110
2020
Q4 		$451K Buy
3,850
+735
+24% +$80.9K 0.18% 102
2020
Q3 		$324K Sell
3,115
-55
-2% -$5.52K 0.15% 107
2020
Q2 		$291K Sell
3,170
-77
-2% -$7.38K 0.14% 106
2020
Q1 		$293K Buy
3,247
+96
+3% +$10.2K 0.17% 99
2019
Q4 		$357K Hold
3,151
– – 0.09% 115
2019
Q3 		$342K Hold
3,151
– – 0.18% 100
2019
Q2 		$307K Sell
3,151
-375
-11% -$34.2K 0.11% 117
2019
Q1 		$321K Buy
3,526
+199
+6% +$17.8K 0.12% 104
2018
Q4 		$303K Sell
3,327
-39
-1% -$3.64K 0.19% 88
2018
Q3 		$331K Buy
3,366
+410
+14% +$37.9K 0.18% 97
2018
Q2 		$253K Buy
2,956
+1,119
+61% +$93.5K 0.14% 119
2018
Q1 		$147K Sell
1,837
-110
-6% -$9.07K 0.08% 153
2017
Q4 		$157K Sell
1,947
-250
-11% -$20K 0.09% 153
2017
Q3 		$171K Buy
2,197
+950
+76% +$78.9K 0.1% 145
2017
Q2 		$111K Hold
1,247
– – 0.07% 179
2017
Q1 		$100K Sell
1,247
-936
-43% -$73.1K 0.07% 175
2016
Q4 		$182K Hold
2,183
– – 0.13% 138
2016
Q3 		$182K Sell
2,183
-144
-6% -$12.5K 0.13% 138
2016
Q2 		$202K Buy
+2,327
New +$188K 0.14% 134

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

SevenBridge Financial Group's MDT Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Medtronic (MDT) stake by 7.5% in Q1 2026, selling an estimated $59K and leaving 7,587 shares worth $631K. The position accounts for 0.1% of the portfolio, ranked #138.

SevenBridge Financial Group first reported a position in MDT in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.04M in Q3 2024. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • SevenBridge Financial Group held 7,587 shares of Medtronic worth $631K as of Q1 2026.
  • SevenBridge Financial Group sold 616 Medtronic shares in Q1 2026, an estimated $59K.
  • Medtronic made up 0.1% of SevenBridge Financial Group's portfolio in Q1 2026, its #138 holding.
  • SevenBridge Financial Group first reported a position in Medtronic in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Medtronic position peaked at $2.04M in Q3 2024.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.