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Westwood Holdings Group’s Medtronic MDT Stock Holding History

Westwood Holdings Group’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 		$11.5M Sell
132,303
-6,528
-5% -$625K 0.08% 237
2025
Q4 		$13.3M Buy
138,831
+2,473
+2% +$240K 0.11% 218
2025
Q3 		$13M Buy
136,358
+2,197
+2% +$202K 0.09% 220
2025
Q2 		$11.7M Buy
134,161
+10,342
+8% +$877K 0.08% 222
2025
Q1 		$11.1M Sell
123,819
-1,436
-1% -$128K 0.08% 207
2024
Q4 		$10M Sell
125,255
-14,286
-10% -$1.24M 0.08% 224
2024
Q3 		$12.6M Buy
139,541
+15,311
+12% +$1.29M 0.05% 244
2024
Q2 		$9.78M Sell
124,230
-10,558
-8% -$866K 0.05% 246
2024
Q1 		$11.7M Sell
134,788
-1,883
-1% -$161K 0.09% 200
2023
Q4 		$11.3M Buy
136,671
+15,969
+13% +$1.22M 0.1% 193
2023
Q3 		$9.46M Buy
120,702
+274
+0.2% +$22.9K 0.09% 196
2023
Q2 		$10.6M Sell
120,428
-24,840
-17% -$2.14M 0.1% 194
2023
Q1 		$11.7M Buy
145,268
+4,719
+3% +$385K 0.11% 195
2022
Q4 		$10.9M Sell
140,549
-6,625
-5% -$537K 0.1% 195
2022
Q3 		$11.9M Sell
147,174
-32,263
-18% -$2.9M 0.14% 159
2022
Q2 		$16.1M Sell
179,437
-948,842
-84% -$96.1M 0.18% 147
2022
Q1 		$125M Buy
1,128,279
+121,755
+12% +$12.9M 1.16% 11
2021
Q4 		$104M Buy
1,006,524
+132,748
+15% +$15.4M 0.93% 20
2021
Q3 		$110M Sell
873,776
-49,309
-5% -$6.38M 1.19% 10
2021
Q2 		$115M Buy
923,085
+7,247
+0.8% +$910K 1.16% 14
2021
Q1 		$108M Buy
915,838
+36,195
+4% +$4.24M 1.09% 12
2020
Q4 		$103M Sell
879,643
-30,050
-3% -$3.31M 1.19% 13
2020
Q3 		$94.5M Buy
909,693
+13,435
+1% +$1.35M 1.2% 15
2020
Q2 		$82.2M Sell
896,258
-64,233
-7% -$6.16M 1.09% 17
2020
Q1 		$86.6M Buy
960,491
+205,244
+27% +$21.8M 1.31% 12
2019
Q4 		$85.7M Sell
755,247
-18,421
-2% -$2.02M 0.92% 26
2019
Q3 		$84M Sell
773,668
-66,621
-8% -$6.95M 0.93% 24
2019
Q2 		$81.8M Sell
840,289
-155,926
-16% -$14.2M 0.89% 27
2019
Q1 		$90.7M Sell
996,215
-24,704
-2% -$2.21M 0.94% 26
2018
Q4 		$92.9M Sell
1,020,919
-190,242
-16% -$17.8M 1.06% 20
2018
Q3 		$119M Sell
1,211,161
-23,029
-2% -$2.13M 1.05% 23
2018
Q2 		$106M Sell
1,234,190
-75,944
-6% -$6.34M 0.89% 27
2018
Q1 		$105M Buy
+1,310,134
New +$108M 0.85% 27
2017
Q3 		– Sell
-1,702
Closed -$151K – 478
2017
Q2 		$151K Buy
+1,702
New +$144K ﹤0.01% 409
2016
Q4 		– Sell
-110,930
Closed -$9.58M – 474
2016
Q3 		$9.58M Sell
110,930
-1,953
-2% -$170K 0.08% 189
2016
Q2 		$9.79M Sell
112,883
-869
-0.8% -$70.3K 0.09% 187
2016
Q1 		$8.53M Buy
+113,752
New +$8.57M 0.07% 193
2015
Q4 		– Sell
-107,899
Closed -$7.22M – 389
2015
Q3 		$7.22M Sell
107,899
-1,174
-1% -$86.5K 0.06% 201
2015
Q2 		$8M Buy
+109,073
New +$8.33M 0.06% 203

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

Westwood Holdings Group's MDT Position: Q1 2026 in Review

Westwood Holdings Group reduced its Medtronic (MDT) stake by 4.7% in Q1 2026, selling an estimated $625K and leaving 132,303 shares worth $11.5M. The position accounts for 0.08% of the portfolio, ranked #237.

Westwood Holdings Group first reported a position in MDT in Q2 2015 and has held it in 39 quarters since. The position peaked at $125M in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Westwood Holdings Group held 132,303 shares of Medtronic worth $11.5M as of Q1 2026.
  • Westwood Holdings Group sold 6,528 Medtronic shares in Q1 2026, an estimated $625K.
  • Medtronic made up 0.08% of Westwood Holdings Group's portfolio in Q1 2026, its #237 holding.
  • Westwood Holdings Group first reported a position in Medtronic in Q2 2015 and has held it in 39 quarters since.
  • Westwood Holdings Group's Medtronic position peaked at $125M in Q1 2022.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.