SRH Advisors’s Medtronic MDT Stock Holding History

SRH Advisors’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	$17.3K	Hold	200	–	–	0.01%	188
2025 Q4	$19.2K	Hold	200	–	–	0.01%	180
2025 Q3	$19K	Hold	200	–	–	0.01%	174
2025 Q2	$17.4K	Hold	200	–	–	0.01%	173
2025 Q1	$18K	Hold	200	–	–	0.01%	173
2024 Q4	$16K	Sell	200 -200	-50%	-$17.3K	﹤0.01%	189
2024 Q3	$36K	Hold	400	–	–	0.01%	138
2024 Q2	$31.5K	Hold	400	–	–	0.01%	143
2024 Q1	$34.9K	Hold	400	–	–	0.01%	143
2023 Q4	$33K	Hold	400	–	–	0.01%	143
2023 Q3	$31.3K	Hold	400	–	–	0.02%	141
2023 Q2	$32.2K	Hold	400	–	–	0.02%	137
2023 Q1	$32K	Hold	400	–	–	0.02%	137
2022 Q4	$31K	Hold	400	–	–	0.02%	137
2022 Q3	$32K	Hold	400	–	–	0.04%	141
2022 Q2	$36K	Hold	400	–	–	0.04%	131
2022 Q1	$44K	Hold	400	–	–	0.05%	132
2021 Q4	$41K	Hold	400	–	–	0.05%	138
2021 Q3	$50K	Hold	400	–	–	0.06%	125
2021 Q2	$50K	Hold	400	–	–	0.06%	127
2021 Q1	$47K	Hold	400	–	–	0.07%	121
2020 Q4	$47K	Hold	400	–	–	0.08%	115
2020 Q3	$42K	Hold	400	–	–	0.08%	107
2020 Q2	$37K	Hold	400	–	–	0.09%	97
2020 Q1	$36K	Hold	400	–	–	0.1%	88
2019 Q4	$45K	Hold	400	–	–	0.14%	86
2019 Q3	$43K	Hold	400	–	–	0.14%	86
2019 Q2	$39K	Buy	400 +200	+100%	+$18.3K	0.13%	90
2019 Q1	$18K	Hold	200	–	–	0.06%	124
2018 Q4	$18K	Hold	200	–	–	0.07%	122
2018 Q3	$20K	Buy	+200	New	+$18.5K	0.07%	140

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

SRH Advisors's MDT Position: Q1 2026 in Review

SRH Advisors held its Medtronic (MDT) position steady in Q1 2026 at 200 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #188.

SRH Advisors first reported a position in MDT in Q3 2018 and has held it in 31 quarters since. The position peaked at $50K in Q3 2021. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

SRH Advisors held 200 shares of Medtronic worth $17.3K as of Q1 2026.
SRH Advisors left its Medtronic share count unchanged in Q1 2026.
Medtronic made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #188 holding.
SRH Advisors first reported a position in Medtronic in Q3 2018 and has held it in 31 quarters since.
SRH Advisors's Medtronic position peaked at $50K in Q3 2021.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.