Verity Asset Management’s Medtronic MDT Stock Holding History

Verity Asset 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	$369K	Buy	4,254 +491	+13%	+$47K	0.15%	160
2025 Q4	$361K	Buy	3,763 +261	+7%	+$25.4K	0.16%	165
2025 Q3	$334K	Buy	3,502 +703	+25%	+$64.6K	0.11%	180
2025 Q2	$244K	Sell	2,799 -1,255	-31%	-$106K	0.12%	174
2025 Q1	$364K	Sell	4,054 -147	-3%	-$13.2K	0.15%	134
2024 Q4	$313K	Buy	4,201 +342	+9%	+$29.6K	0.18%	122
2024 Q3	$348K	Sell	3,859 -1,499	-28%	-$126K	0.13%	140
2024 Q2	$422K	Sell	5,358 -180	-3%	-$14.8K	0.17%	116
2024 Q1	$483K	Buy	5,538 +2,344	+73%	+$200K	0.27%	95
2023 Q4	$263K	Buy	3,194 +132	+4%	+$10.1K	0.17%	147
2023 Q3	$240K	Sell	3,062 -1,053	-26%	-$88.1K	0.18%	143
2023 Q2	$363K	Buy	4,115 +620	+18%	+$53.4K	0.27%	102
2023 Q1	$282K	Buy	+3,495	New	+$285K	0.17%	132
2022 Q4	–	Sell	-4,866	Closed	-$393K	–	197
2022 Q3	$393K	Buy	+4,866	New	+$437K	0.41%	84
2022 Q1	$508K	Buy	+4,573	New	+$483K	0.32%	100
2015 Q2	–	Sell	-14,318	Closed	-$1.12M	–	108
2015 Q1	$1.12M	Sell	14,318 -194	-1%	-$14.7K	1.09%	30
2014 Q4	$1.05M	Sell	14,512 -1,281	-8%	-$89K	1.01%	26
2014 Q3	$978K	Sell	15,793 -473	-3%	-$30.1K	1.1%	23
2014 Q2	$1.04M	Sell	16,266 -41	-0.3%	-$2.49K	1.13%	22
2014 Q1	$1M	Sell	16,307 -568	-3%	-$33.1K	1.03%	22
2013 Q4	$968K	Buy	+16,875	New	+$957K	1.06%	20

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

Verity Asset Management's MDT Position: Q1 2026 in Review

Verity Asset Management increased its Medtronic (MDT) stake by 13% in Q1 2026, buying an estimated $47K and bringing the position to 4,254 shares worth $369K. The position accounts for 0.15% of the portfolio, ranked #160.

Verity Asset Management first reported a position in MDT in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.12M in Q1 2015. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Verity Asset Management held 4,254 shares of Medtronic worth $369K as of Q1 2026.
Verity Asset Management bought 491 Medtronic shares in Q1 2026, an estimated $47K.
Medtronic made up 0.15% of Verity Asset Management's portfolio in Q1 2026, its #160 holding.
Verity Asset Management first reported a position in Medtronic in Q4 2013 and has held it in 21 quarters since.
Verity Asset Management's Medtronic position peaked at $1.12M in Q1 2015.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.