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Stiles Financial Services’s Medtronic MDT Stock Holding History

Stiles Financial Services’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 		$289K Buy
3,332
+11
+0.3% +$1.05K 0.09% 147
2025
Q4 		$319K Sell
3,321
-104
-3% -$10.1K 0.1% 142
2025
Q3 		$326K Sell
3,425
-254
-7% -$23.3K 0.1% 144
2025
Q2 		$321K Buy
3,679
+15
+0.4% +$1.27K 0.11% 141
2025
Q1 		$329K Sell
3,664
-75
-2% -$6.71K 0.13% 131
2024
Q4 		$299K Sell
3,739
-152
-4% -$13.2K 0.11% 147
2024
Q3 		$350K Buy
3,891
+3
+0.1% +$252 0.12% 136
2024
Q2 		$306K Sell
3,888
-1,291
-25% -$106K 0.12% 140
2024
Q1 		$451K Sell
5,179
-501
-9% -$42.8K 0.18% 114
2023
Q4 		$468K Sell
5,680
-7,231
-56% -$551K 0.21% 107
2023
Q3 		$1.01M Sell
12,911
-2,164
-14% -$181K 0.52% 61
2023
Q2 		$1.33M Sell
15,075
-145
-1% -$12.5K 0.66% 51
2023
Q1 		$1.23M Buy
15,220
+238
+2% +$19.4K 0.66% 50
2022
Q4 		$1.16M Buy
14,982
+1,247
+9% +$101K 0.67% 49
2022
Q3 		$1.11M Sell
13,735
-1,266
-8% -$114K 0.67% 45
2022
Q2 		$1.35M Sell
15,001
-134
-0.9% -$13.6K 0.81% 37
2022
Q1 		$1.68M Buy
15,135
+732
+5% +$77.3K 0.84% 34
2021
Q4 		$1.51M Buy
+14,403
New +$1.67M 0.73% 42

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

Stiles Financial Services's MDT Position: Q1 2026 in Review

Stiles Financial Services increased its Medtronic (MDT) stake by 0.33% in Q1 2026, buying an estimated $1.05K and bringing the position to 3,332 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #147.

Stiles Financial Services first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q1 2022. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Stiles Financial Services held 3,332 shares of Medtronic worth $289K as of Q1 2026.
  • Stiles Financial Services bought 11 Medtronic shares in Q1 2026, an estimated $1.05K.
  • Medtronic made up 0.09% of Stiles Financial Services's portfolio in Q1 2026, its #147 holding.
  • Stiles Financial Services first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Medtronic position peaked at $1.68M in Q1 2022.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.