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Summit Trail Advisors’s Medtronic MDT Stock Holding History

Summit Trail 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 		$3.6M Sell
41,515
-228
-0.5% -$21.8K 0.05% 240
2025
Q4 		$4.04M Sell
41,743
-5,068
-11% -$492K 0.07% 164
2025
Q3 		$4.49M Buy
46,811
+12,039
+35% +$1.11M 0.06% 161
2025
Q2 		$3.06M Buy
34,772
+12,749
+58% +$1.08M 0.05% 182
2025
Q1 		$1.99M Buy
22,023
+4,129
+23% +$369K 0.07% 96
2024
Q4 		$1.44M Buy
17,894
+3,497
+24% +$303K 0.05% 106
2024
Q3 		$1.31M Sell
14,397
-415
-3% -$34.9K 0.03% 220
2024
Q2 		$1.18M Buy
14,812
+169
+1% +$13.9K 0.03% 214
2024
Q1 		$1.29M Buy
14,643
+3,451
+31% +$295K 0.03% 178
2023
Q4 		$930K Sell
11,192
-615
-5% -$46.9K 0.03% 190
2023
Q3 		$933K Sell
11,807
-1,142
-9% -$95.6K 0.03% 174
2023
Q2 		$1.15M Buy
12,949
+4,413
+52% +$380K 0.04% 150
2023
Q1 		$694K Buy
8,536
+2,049
+32% +$167K 0.03% 176
2022
Q4 		$508K Buy
6,487
+255
+4% +$20.7K 0.02% 183
2022
Q3 		$507K Sell
6,232
-130
-2% -$11.7K 0.03% 177
2022
Q2 		$575K Buy
6,362
+1,652
+35% +$167K 0.04% 167
2022
Q1 		$525K Buy
+4,710
New +$498K 0.04% 162
2019
Q1 		– Sell
-2,741
Closed -$250K – 119
2018
Q4 		$250K Sell
2,741
-6,205
-69% -$580K 0.09% 89
2018
Q3 		$884K Buy
8,946
+3,345
+60% +$309K 0.2% 66
2018
Q2 		$480K Sell
5,601
-9,759
-64% -$815K 0.17% 73
2018
Q1 		$819K Buy
15,360
+2,586
+20% +$213K 0.14% 156
2017
Q4 		$1.08M Buy
+12,774
New +$1.02M 0.14% 147

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 Trail Advisors's MDT Position: Q1 2026 in Review

Summit Trail Advisors reduced its Medtronic (MDT) stake by 0.55% in Q1 2026, selling an estimated $21.8K and leaving 41,515 shares worth $3.6M. The position accounts for 0.05% of the portfolio, ranked #240.

Summit Trail Advisors first reported a position in MDT in Q4 2017 and has held it in 22 quarters since. The position peaked at $4.49M in Q3 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Summit Trail Advisors held 41,515 shares of Medtronic worth $3.6M as of Q1 2026.
  • Summit Trail Advisors sold 228 Medtronic shares in Q1 2026, an estimated $21.8K.
  • Medtronic made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #240 holding.
  • Summit Trail Advisors first reported a position in Medtronic in Q4 2017 and has held it in 22 quarters since.
  • Summit Trail Advisors's Medtronic position peaked at $4.49M in Q3 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.