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Summit Global Investments’s Medtronic MDT Stock Holding History

Summit Global Investments’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 		$408K Sell
4,709
-1,449
-24% -$139K 0.02% 368
2025
Q4 		$592K Buy
+6,158
New +$598K 0.04% 279
2024
Q1 		– Sell
-4,078
Closed -$336K – 566
2023
Q4 		$336K Sell
4,078
-8,002
-66% -$610K 0.02% 405
2023
Q3 		$947K Sell
12,080
-359
-3% -$30.1K 0.06% 231
2023
Q2 		$1.1M Sell
12,439
-16,786
-57% -$1.45M 0.07% 209
2023
Q1 		$2.36M Buy
29,225
+320
+1% +$26.1K 0.18% 118
2022
Q4 		$2.25M Sell
28,905
-12,799
-31% -$1.04M 0.19% 127
2022
Q3 		$3.37M Buy
41,704
+11,090
+36% +$997K 0.31% 94
2022
Q2 		$2.75M Buy
30,614
+139
+0.5% +$14.1K 0.24% 98
2022
Q1 		$3.38M Buy
30,475
+13,908
+84% +$1.47M 0.25% 101
2021
Q4 		$1.71M Buy
16,567
+1,446
+10% +$167K 0.11% 162
2021
Q3 		$1.9M Buy
15,121
+925
+7% +$120K 0.14% 133
2021
Q2 		$1.76M Sell
14,196
-1,454
-9% -$183K 0.11% 152
2021
Q1 		$1.85M Buy
15,650
+1,442
+10% +$169K 0.12% 132
2020
Q4 		$1.66M Buy
14,208
+3,228
+29% +$355K 0.17% 107
2020
Q3 		$1.14M Buy
10,980
+849
+8% +$85.3K 0.12% 122
2020
Q2 		$929K Buy
10,131
+1,951
+24% +$187K 0.11% 127
2020
Q1 		$738K Buy
8,180
+343
+4% +$36.5K 0.11% 118
2019
Q4 		$889K Buy
7,837
+497
+7% +$54.5K 0.1% 160
2019
Q3 		$797K Sell
7,340
-1,098
-13% -$115K 0.09% 192
2019
Q2 		$822K Buy
+8,438
New +$770K 0.1% 122
2018
Q2 		– Sell
-8,578
Closed -$688K – 295
2018
Q1 		$688K Sell
8,578
-7,363
-46% -$607K 0.11% 119
2017
Q4 		$1.29M Sell
15,941
-106
-0.7% -$8.49K 0.2% 79
2017
Q3 		$1.25M Buy
16,047
+8,062
+101% +$669K 0.2% 74
2017
Q2 		$709K Buy
7,985
+1,534
+24% +$129K 0.21% 69
2017
Q1 		$520K Buy
6,451
+541
+9% +$42.3K 0.17% 113
2016
Q4 		$421K Buy
+5,910
New +$464K 0.15% 154

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

Summit Global Investments's MDT Position: Q1 2026 in Review

Summit Global Investments reduced its Medtronic (MDT) stake by 24% in Q1 2026, selling an estimated $139K and leaving 4,709 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #368.

Summit Global Investments first reported a position in MDT in Q4 2016 and has held it in 27 quarters since. The position peaked at $3.38M in Q1 2022. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Summit Global Investments held 4,709 shares of Medtronic worth $408K as of Q1 2026.
  • Summit Global Investments sold 1,449 Medtronic shares in Q1 2026, an estimated $139K.
  • Medtronic made up 0.02% of Summit Global Investments's portfolio in Q1 2026, its #368 holding.
  • Summit Global Investments first reported a position in Medtronic in Q4 2016 and has held it in 27 quarters since.
  • Summit Global Investments's Medtronic position peaked at $3.38M in Q1 2022.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.