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Tevis Investment Management’s Medtronic MDT Stock Holding History

Tevis Investment Management’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 		$4.72M Buy
54,074
+564
+1% +$54K 2.69% 9
2025
Q4 		$5.13M Hold
53,510
– – 3.09% 7
2025
Q3 		$5.13M Buy
53,510
+958
+2% +$88.1K 3.09% 7
2025
Q2 		$4.62M Buy
52,552
+10,248
+24% +$869K 2.96% 8
2025
Q1 		$3.41M Hold
42,304
– – 2.53% 7
2024
Q4 		$3.41M Buy
42,304
+556
+1% +$48.1K 2.53% 7
2024
Q3 		$3.79M Buy
41,748
+3,586
+9% +$302K 2.8% 7
2024
Q2 		$3.03M Buy
38,162
+1,368
+4% +$112K 2.43% 10
2024
Q1 		$3.21M Sell
36,794
-36
-0.1% -$3.07K 2.73% 9
2023
Q4 		$3.03M Buy
36,830
+6,139
+20% +$468K 2.79% 8
2023
Q3 		$2.4M Buy
30,691
+2,987
+11% +$250K 2.44% 10
2023
Q2 		$2.44M Buy
27,704
+1,460
+6% +$126K 2.38% 10
2023
Q1 		$2.12M Buy
26,244
+3,218
+14% +$262K 2.15% 12
2022
Q4 		$1.79M Buy
23,026
+232
+1% +$18.8K 1.91% 14
2022
Q3 		$1.7M Buy
22,794
+3,430
+18% +$308K 1.66% 10
2022
Q2 		$1.74M Buy
19,364
+2,988
+18% +$303K 1.67% 10
2022
Q1 		$1.83M Buy
16,376
+3,189
+24% +$337K 1.65% 11
2021
Q4 		$1.36M Buy
+13,187
New +$1.53M 1.19% 16

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 $315B AUM 27.84% 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

Tevis Investment Management's MDT Position: Q1 2026 in Review

Tevis Investment Management increased its Medtronic (MDT) stake by 1.1% in Q1 2026, buying an estimated $54K and bringing the position to 54,074 shares worth $4.72M. The position accounts for 2.69% of the portfolio, ranked #9.

Tevis Investment Management first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.13M in Q4 2025. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Tevis Investment Management held 54,074 shares of Medtronic worth $4.72M as of Q1 2026.
  • Tevis Investment Management bought 564 Medtronic shares in Q1 2026, an estimated $54K.
  • Medtronic made up 2.69% of Tevis Investment Management's portfolio in Q1 2026, its #9 holding.
  • Tevis Investment Management first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
  • Tevis Investment Management's Medtronic position peaked at $5.13M in Q4 2025.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.