Smartleaf Asset Management’s Medtronic MDT Stock Holding History

Smartleaf 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	$2M	Buy	23,270 +1,909	+9%	+$183K	0.07%	246
2025 Q4	$2.06M	Buy	21,361 +2,086	+11%	+$203K	0.08%	227
2025 Q3	$1.81M	Buy	19,275 +5,105	+36%	+$469K	0.11%	203
2025 Q2	$1.22M	Sell	14,170 -2,280	-14%	-$193K	0.11%	213
2025 Q1	$1.44M	Buy	16,450 +1,429	+10%	+$128K	0.14%	165
2024 Q4	$1.2M	Buy	15,021 +1,336	+10%	+$116K	0.12%	180
2024 Q3	$1.22M	Buy	13,685 +2,468	+22%	+$208K	0.15%	157
2024 Q2	$890K	Buy	11,217 +1,836	+20%	+$151K	0.15%	162
2024 Q1	$815K	Buy	9,381 +5,112	+120%	+$436K	0.16%	156
2023 Q4	$350K	Buy	+4,269	New	+$325K	0.09%	214

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

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

Smartleaf Asset Management increased its Medtronic (MDT) stake by 8.9% in Q1 2026, buying an estimated $183K and bringing the position to 23,270 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #246.

Smartleaf Asset Management first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.06M in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Smartleaf Asset Management held 23,270 shares of Medtronic worth $2M as of Q1 2026.
Smartleaf Asset Management bought 1,909 Medtronic shares in Q1 2026, an estimated $183K.
Medtronic made up 0.07% of Smartleaf Asset Management's portfolio in Q1 2026, its #246 holding.
Smartleaf Asset Management first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Medtronic position peaked at $2.06M in Q4 2025.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.