Two Point Capital Management’s Medtronic MDT Stock Holding History

Two Point Capital 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	$6.32M	Sell	72,897 -656	-0.9%	-$62.8K	2.76%	16
2025 Q4	$7.07M	Buy	73,553 +1,166	+2%	+$113K	2.86%	13
2025 Q3	$6.89M	Sell	72,387 -825	-1%	-$75.8K	2.77%	15
2025 Q2	$6.38M	Buy	+73,212	New	+$6.21M	2.72%	17
2024 Q4	$8.15M	Buy	92,159 +437	+0.5%	+$37.8K	2.91%	18
2024 Q3	$8.26M	Buy	91,722 +965	+1%	+$81.2K	3.01%	16
2024 Q2	$7.14M	Buy	90,757 +1,135	+1%	+$93K	2.87%	18
2024 Q1	$7.81M	Buy	89,622 +1,075	+1%	+$91.7K	3.21%	16
2023 Q4	$7.29M	Buy	88,547 +574	+0.7%	+$43.7K	3.33%	15
2023 Q3	$6.89M	Buy	87,973 +6,860	+8%	+$574K	3.8%	13
2023 Q2	$7.15M	Buy	81,113 +995	+1%	+$85.7K	3.73%	13
2023 Q1	$6.46M	Buy	80,118 +197	+0.2%	+$16.1K	3.8%	15
2022 Q4	$6.21M	Buy	+79,921	New	+$6.48M	4.01%	13

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Point Capital Management's MDT Position: Q1 2026 in Review

Two Point Capital Management reduced its Medtronic (MDT) stake by 0.89% in Q1 2026, selling an estimated $62.8K and leaving 72,897 shares worth $6.32M. The position accounts for 2.76% of the portfolio, ranked #16.

Two Point Capital Management first reported a position in MDT in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.26M in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Two Point Capital Management held 72,897 shares of Medtronic worth $6.32M as of Q1 2026.
Two Point Capital Management sold 656 Medtronic shares in Q1 2026, an estimated $62.8K.
Medtronic made up 2.76% of Two Point Capital Management's portfolio in Q1 2026, its #16 holding.
Two Point Capital Management first reported a position in Medtronic in Q4 2022 and has held it in 13 quarters since.
Two Point Capital Management's Medtronic position peaked at $8.26M in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Two Point Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.