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Westbourne Investments’s Medtronic MDT Stock Holding History

Westbourne Investments’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 		$1.51M Sell
17,415
-185
-1% -$17.7K 0.72% 48
2025
Q4 		$1.69M Sell
17,600
-2,225
-11% -$216K 0.79% 40
2025
Q3 		$1.8M Sell
19,825
-1,490
-7% -$137K 0.86% 41
2025
Q2 		$1.86M Hold
21,315
– – 0.99% 32
2025
Q1 		$1.92M Buy
+21,315
New +$1.91M 1.16% 27

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

Westbourne Investments's MDT Position: Q1 2026 in Review

Westbourne Investments reduced its Medtronic (MDT) stake by 1.1% in Q1 2026, selling an estimated $17.7K and leaving 17,415 shares worth $1.51M. The position accounts for 0.72% of the portfolio, ranked #48.

Westbourne Investments first reported a position in MDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Westbourne Investments held 17,415 shares of Medtronic worth $1.51M as of Q1 2026.
  • Westbourne Investments sold 185 Medtronic shares in Q1 2026, an estimated $17.7K.
  • Medtronic made up 0.72% of Westbourne Investments's portfolio in Q1 2026, its #48 holding.
  • Westbourne Investments first reported a position in Medtronic in Q1 2025 and has held it in 5 quarters since.
  • Westbourne Investments's Medtronic position peaked at $1.92M in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.