UBS AM’s Medtronic MDT Stock Holding History

UBS AM’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	$843M	Buy	9,733,748 +820,331	+9%	+$78.6M	0.18%	110
2025 Q4	$856M	Buy	8,913,417 +279,235	+3%	+$27.1M	0.18%	100
2025 Q3	$822M	Sell	8,634,182 -1,698,480	-16%	-$156M	0.18%	107
2025 Q2	$901M	Buy	10,332,662 +1,551,919	+18%	+$132M	0.18%	112
2025 Q1	$789M	Sell	8,780,743 -129,418	-1%	-$11.6M	0.2%	103
2024 Q4	$712M	Buy	8,910,161 +1,566,776	+21%	+$136M	0.17%	112
2024 Q3	$661M	Buy	7,343,385 +5,975,110	+437%	+$503M	0.17%	106
2024 Q2	$108M	Sell	1,368,275 -4,888,818	-78%	-$401M	0.03%	443
2024 Q1	$545M	Buy	6,257,093 +71,283	+1%	+$6.08M	0.19%	97
2023 Q4	$510M	Buy	6,185,810 +74,635	+1%	+$5.69M	0.2%	97
2023 Q3	$479M	Buy	6,111,175 +491,935	+9%	+$41.2M	0.21%	92
2023 Q2	$453M	Hold	5,619,240	–	–	0.22%	93
2023 Q1	$453M	Buy	5,619,240 +194,394	+4%	+$15.8M	0.22%	93
2022 Q4	$422M	Sell	5,424,846 -604,542	-10%	-$49M	0.22%	99
2022 Q3	$487M	Buy	6,029,388 +36,855	+0.6%	+$3.31M	0.27%	74
2022 Q2	$538M	Sell	5,992,533 -692,350	-10%	-$70.2M	0.28%	70
2022 Q1	$742M	Buy	6,684,883 +122,777	+2%	+$13M	0.32%	62
2021 Q4	$679M	Buy	6,562,106 +162,373	+3%	+$18.8M	0.26%	78
2021 Q3	$802M	Buy	6,399,733 +60,261	+1%	+$7.8M	0.33%	56
2021 Q2	$787M	Sell	6,339,472 -81,522	-1%	-$10.2M	0.34%	58
2021 Q1	$759M	Buy	6,420,994 +186,290	+3%	+$21.8M	0.34%	56
2020 Q4	$730M	Sell	6,234,704 -632,228	-9%	-$69.6M	0.34%	52
2020 Q3	$714M	Sell	6,866,932 -773,979	-10%	-$77.7M	0.38%	48
2020 Q2	$701M	Sell	7,640,911 -1,101,782	-13%	-$106M	0.43%	42
2020 Q1	$788M	Buy	8,742,693 +520,309	+6%	+$55.4M	0.57%	30
2019 Q4	$933M	Buy	8,222,384 +520,148	+7%	+$57.1M	0.57%	29
2019 Q3	$837M	Buy	7,702,236 +1,844,113	+31%	+$192M	0.56%	32
2019 Q2	$571M	Buy	5,858,123 +355,387	+6%	+$32.4M	0.41%	46
2019 Q1	$501M	Buy	5,502,736 +83,313	+2%	+$7.46M	0.37%	53
2018 Q4	$493M	Buy	5,419,423 +569,012	+12%	+$53.2M	0.42%	44
2018 Q3	$477M	Buy	4,850,411 +523,169	+12%	+$48.4M	0.35%	55
2018 Q2	$370M	Sell	4,327,242 -41,238	-0.9%	-$3.44M	0.28%	68
2018 Q1	$350M	Buy	4,368,480 +397,771	+10%	+$32.8M	0.28%	73
2017 Q4	$321M	Buy	3,970,709 +690	+0%	+$55.3K	0.27%	73
2017 Q3	$309M	Buy	3,970,019 +52,238	+1%	+$4.34M	0.28%	77
2017 Q2	$348M	Buy	3,917,781 +91,099	+2%	+$7.68M	0.34%	57
2017 Q1	$308M	Buy	3,826,682 +364,384	+11%	+$28.5M	0.31%	65
2016 Q4	$247M	Sell	3,462,298 -22,484	-0.6%	-$1.77M	0.28%	78
2016 Q3	$301M	Buy	3,484,782 +79,501	+2%	+$6.93M	0.32%	66
2016 Q2	$295M	Buy	3,405,281 +23,509	+0.7%	+$1.9M	0.33%	66
2016 Q1	$254M	Sell	3,381,772 -62,739	-2%	-$4.73M	0.29%	76
2015 Q4	$265M	Sell	3,444,511 -717,845	-17%	-$54M	0.3%	74
2015 Q3	$279M	Sell	4,162,356 -508,317	-11%	-$37.4M	0.31%	72
2015 Q2	$346M	Sell	4,670,673 -244,725	-5%	-$18.7M	0.33%	67
2015 Q1	$383M	Buy	4,915,398 +1,116,231	+29%	+$84.6M	0.37%	59
2014 Q4	$274M	Sell	3,799,167 -89,068	-2%	-$6.19M	0.26%	88
2014 Q3	$241M	Buy	3,888,235 +11,987	+0.3%	+$762K	0.24%	95
2014 Q2	$247M	Sell	3,876,248 -26,270	-0.7%	-$1.6M	0.25%	93
2014 Q1	$240M	Buy	3,902,518 +413,818	+12%	+$24.1M	0.26%	91
2013 Q4	$200M	Buy	3,488,700 +47,817	+1%	+$2.71M	0.23%	110
2013 Q3	$183M	Buy	3,440,883 +5,097	+0.1%	+$274K	0.23%	111
2013 Q2	$177M	Buy	+3,435,786	New	+$170M	0.23%	114

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

UBS AM's MDT Position: Q1 2026 in Review

UBS AM increased its Medtronic (MDT) stake by 9.2% in Q1 2026, buying an estimated $78.6M and bringing the position to 9,733,748 shares worth $843M. The position accounts for 0.18% of the portfolio, ranked #110.

UBS AM first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $933M in Q4 2019. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

UBS AM held 9,733,748 shares of Medtronic worth $843M as of Q1 2026.
UBS AM bought 820,331 Medtronic shares in Q1 2026, an estimated $78.6M.
Medtronic made up 0.18% of UBS AM's portfolio in Q1 2026, its #110 holding.
UBS AM first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
UBS AM's Medtronic position peaked at $933M in Q4 2019.
2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.