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Swan Capital’s Medtronic MDT Stock Holding History

Swan Capital’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 		$2.51K Hold
29
– – ﹤0.01% 330
2025
Q4 		$2.79K Sell
29
-86
-75% -$8.35K ﹤0.01% 293
2025
Q3 		$11K Buy
115
+29
+34% +$2.67K ﹤0.01% 157
2025
Q2 		$7.5K Hold
86
– – ﹤0.01% 188
2025
Q1 		$7.73K Sell
86
-27
-24% -$2.42K ﹤0.01% 159
2024
Q4 		$9.03K Buy
113
+17
+18% +$1.47K ﹤0.01% 138
2024
Q3 		$8.64K Sell
96
-270
-74% -$22.7K ﹤0.01% 145
2024
Q2 		$28.8K Buy
+366
New +$30K 0.02% 88

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

Swan Capital's MDT Position: Q1 2026 in Review

Swan Capital held its Medtronic (MDT) position steady in Q1 2026 at 29 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Swan Capital first reported a position in MDT in Q2 2024 and has held it in 8 quarters since. The position peaked at $28.8K in Q2 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Swan Capital held 29 shares of Medtronic worth $2.51K as of Q1 2026.
  • Swan Capital left its Medtronic share count unchanged in Q1 2026.
  • Medtronic made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #330 holding.
  • Swan Capital first reported a position in Medtronic in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's Medtronic position peaked at $28.8K in Q2 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.