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Shufro Rose & Co’s Medtronic MDT Stock Holding History

Shufro Rose & Co’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 		$1.67M Sell
19,229
-871
-4% -$83.4K 0.11% 88
2025
Q4 		$1.93M Sell
20,100
-1,721
-8% -$167K 0.13% 78
2025
Q3 		$1.96M Sell
21,821
-530
-2% -$48.7K 0.16% 76
2025
Q2 		$2.01M Sell
22,351
-200
-0.9% -$17K 0.16% 74
2025
Q1 		$2.03M Buy
22,551
+1,334
+6% +$119K 0.16% 74
2024
Q4 		$1.69M Sell
21,217
-557
-3% -$48.2K 0.13% 87
2024
Q3 		$1.71M Hold
21,774
– – 0.14% 88
2024
Q2 		$1.71M Buy
21,774
+1,197
+6% +$98.1K 0.14% 88
2024
Q1 		$1.79M Sell
20,577
-949
-4% -$81K 0.15% 79
2023
Q4 		$1.69M Sell
21,526
-424
-2% -$32.3K 0.16% 80
2023
Q3 		$1.72M Sell
21,950
-67
-0.3% -$5.61K 0.16% 80
2023
Q2 		$1.94M Buy
22,017
+250
+1% +$21.5K 0.18% 69
2023
Q1 		$1.75M Buy
21,767
+218
+1% +$17.8K 0.16% 79
2022
Q4 		$1.67M Buy
21,549
+7,047
+49% +$571K 0.14% 85
2022
Q3 		$1.17M Sell
14,502
-161
-1% -$14.5K 0.12% 94
2022
Q2 		$1.32M Buy
14,663
+1,741
+13% +$176K 0.11% 92
2022
Q1 		$1.43M Buy
12,922
+2,018
+19% +$213K 0.11% 98
2021
Q4 		$1.13M Hold
10,904
– – 0.08% 117
2021
Q3 		$1.37M Buy
10,904
+1,650
+18% +$214K 0.11% 99
2021
Q2 		$1.15M Hold
9,254
– – 0.09% 105
2021
Q1 		$1.09M Sell
9,254
-152
-2% -$17.8K 0.09% 107
2020
Q4 		$1.1M Buy
9,406
+449
+5% +$49.4K 0.09% 102
2020
Q3 		$931K Buy
8,957
+463
+5% +$46.5K 0.09% 107
2020
Q2 		$779K Buy
8,494
+3
+0% +$288 0.08% 117
2020
Q1 		$766K Hold
8,491
– – 0.09% 108
2019
Q4 		$963K Sell
8,491
-200
-2% -$21.9K 0.09% 113
2019
Q3 		$944K Sell
8,691
-100
-1% -$10.4K 0.09% 111
2019
Q2 		$856K Sell
8,791
-150
-2% -$13.7K 0.08% 120
2019
Q1 		$814K Sell
8,941
-668
-7% -$59.8K 0.08% 123
2018
Q4 		$874K Sell
9,609
-78
-0.8% -$7.29K 0.1% 113
2018
Q3 		$953K Sell
9,687
-194
-2% -$17.9K 0.09% 128
2018
Q2 		$846K Sell
9,881
-1,350
-12% -$113K 0.08% 135
2018
Q1 		$901K Buy
11,231
+900
+9% +$74.2K 0.09% 125
2017
Q4 		$834K Hold
10,331
– – 0.08% 134
2017
Q3 		$803K Hold
10,331
– – 0.08% 135
2017
Q2 		$917K Sell
10,331
-50
-0.5% -$4.22K 0.1% 120
2017
Q1 		$836K Buy
10,381
+28
+0.3% +$2.19K 0.09% 127
2016
Q4 		$737K Hold
10,353
– – 0.08% 131
2016
Q3 		$894K Sell
10,353
-2,600
-20% -$227K 0.1% 115
2016
Q2 		$1.12M Sell
12,953
-372
-3% -$30.1K 0.12% 103
2016
Q1 		$999K Buy
13,325
+47
+0.4% +$3.54K 0.11% 114
2015
Q4 		$1.02M Sell
13,278
-135
-1% -$10.2K 0.12% 112
2015
Q3 		$897K Buy
13,413
+35
+0.3% +$2.58K 0.11% 117
2015
Q2 		$991K Hold
13,378
– – 0.11% 118
2015
Q1 		$1.04M Buy
13,378
+78
+0.6% +$5.91K 0.11% 117
2014
Q4 		$960K Sell
13,300
-325,006
-96% -$22.6M 0.1% 122
2014
Q3 		$21M Sell
338,306
-13,057
-4% -$830K 2.17% 8
2014
Q2 		$22.4M Sell
351,363
-7,160
-2% -$435K 2.3% 7
2014
Q1 		$22.1M Sell
358,523
-4,005
-1% -$233K 2.31% 10
2013
Q4 		$20.8M Sell
362,528
-3,410
-0.9% -$193K 2.2% 12
2013
Q3 		$19.5M Sell
365,938
-2,570
-0.7% -$138K 2.22% 12
2013
Q2 		$19M Buy
+368,508
New +$18.2M 2.25% 10

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

Shufro Rose & Co's MDT Position: Q1 2026 in Review

Shufro Rose & Co reduced its Medtronic (MDT) stake by 4.3% in Q1 2026, selling an estimated $83.4K and leaving 19,229 shares worth $1.67M. The position accounts for 0.11% of the portfolio, ranked #88.

Shufro Rose & Co first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.4M in Q2 2014. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Shufro Rose & Co held 19,229 shares of Medtronic worth $1.67M as of Q1 2026.
  • Shufro Rose & Co sold 871 Medtronic shares in Q1 2026, an estimated $83.4K.
  • Medtronic made up 0.11% of Shufro Rose & Co's portfolio in Q1 2026, its #88 holding.
  • Shufro Rose & Co first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • Shufro Rose & Co's Medtronic position peaked at $22.4M in Q2 2014.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.