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Waterloo Capital’s Medtronic MDT Stock Holding History

Waterloo 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 		$215K Sell
2,484
-1,295
-34% -$124K 0.02% 458
2025
Q4 		$363K Buy
3,779
+143
+4% +$13.9K 0.03% 342
2025
Q3 		$346K Buy
3,636
+1,123
+45% +$103K 0.03% 341
2025
Q2 		$219K Buy
+2,513
New +$213K 0.02% 428
2024
Q3 		– Sell
-6,010
Closed -$473K – 376
2024
Q2 		$473K Sell
6,010
-154
-2% -$12.6K 0.06% 229
2024
Q1 		$537K Sell
6,164
-463
-7% -$39.5K 0.07% 216
2023
Q4 		$546K Buy
+6,627
New +$505K 0.09% 197

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

Waterloo Capital's MDT Position: Q1 2026 in Review

Waterloo Capital reduced its Medtronic (MDT) stake by 34% in Q1 2026, selling an estimated $124K and leaving 2,484 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #458.

Waterloo Capital first reported a position in MDT in Q4 2023 and has held it in 7 quarters since. The position peaked at $546K in Q4 2023. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Waterloo Capital held 2,484 shares of Medtronic worth $215K as of Q1 2026.
  • Waterloo Capital sold 1,295 Medtronic shares in Q1 2026, an estimated $124K.
  • Medtronic made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #458 holding.
  • Waterloo Capital first reported a position in Medtronic in Q4 2023 and has held it in 7 quarters since.
  • Waterloo Capital's Medtronic position peaked at $546K in Q4 2023.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.