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Shepherd Financial Partners’s Medtronic MDT Stock Holding History

Shepherd Financial Partners’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 		$461K Buy
5,319
+14
+0.3% +$1.34K 0.04% 161
2025
Q4 		$510K Sell
5,305
-9
-0.2% -$874 0.05% 157
2025
Q3 		$506K Sell
5,314
-598
-10% -$55K 0.05% 157
2025
Q2 		$515K Buy
5,912
+153
+3% +$13K 0.05% 155
2025
Q1 		$518K Buy
5,759
+192
+3% +$17.2K 0.06% 148
2024
Q4 		$445K Buy
5,567
+159
+3% +$13.8K 0.05% 150
2024
Q3 		$487K Buy
5,408
+87
+2% +$7.32K 0.06% 149
2024
Q2 		$419K Sell
5,321
-1,114
-17% -$91.3K 0.05% 157
2024
Q1 		$561K Sell
6,435
-194
-3% -$16.6K 0.07% 140
2023
Q4 		$546K Buy
6,629
+95
+1% +$7.24K 0.08% 135
2023
Q3 		$512K Buy
6,534
+1,124
+21% +$94.1K 0.08% 130
2023
Q2 		$477K Buy
5,410
+438
+9% +$37.7K 0.07% 131
2023
Q1 		$401K Buy
4,972
+376
+8% +$30.6K 0.07% 139
2022
Q4 		$357K Buy
4,596
+918
+25% +$74.4K 0.06% 135
2022
Q3 		$297K Buy
3,678
+1,168
+47% +$105K 0.06% 138
2022
Q2 		$225K Sell
2,510
-21
-0.8% -$2.13K 0.04% 154
2022
Q1 		$280K Buy
+2,531
New +$267K 0.05% 143
2021
Q4 		– Sell
-1,740
Closed -$218K – 157
2021
Q3 		$218K Buy
1,740
+23
+1% +$2.98K 0.04% 144
2021
Q2 		$213K Sell
1,717
-1
-0.1% -$126 0.04% 144
2021
Q1 		$203K Buy
+1,718
New +$201K 0.04% 139

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

Shepherd Financial Partners's MDT Position: Q1 2026 in Review

Shepherd Financial Partners increased its Medtronic (MDT) stake by 0.26% in Q1 2026, buying an estimated $1.34K and bringing the position to 5,319 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #161.

Shepherd Financial Partners first reported a position in MDT in Q1 2021 and has held it in 20 quarters since. The position peaked at $561K in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Shepherd Financial Partners held 5,319 shares of Medtronic worth $461K as of Q1 2026.
  • Shepherd Financial Partners bought 14 Medtronic shares in Q1 2026, an estimated $1.34K.
  • Medtronic made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #161 holding.
  • Shepherd Financial Partners first reported a position in Medtronic in Q1 2021 and has held it in 20 quarters since.
  • Shepherd Financial Partners's Medtronic position peaked at $561K in Q1 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.