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World Investment Advisors’s Medtronic MDT Stock Holding History

World Investment Advisors’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 		$12.5M Sell
144,641
-22,762
-14% -$2.18M 0.2% 111
2025
Q4 		$16.1M Buy
167,403
+8,961
+6% +$870K 0.26% 75
2025
Q3 		$15.1M Buy
158,442
+2,335
+1% +$215K 0.31% 61
2025
Q2 		$13.6M Buy
156,107
+2,868
+2% +$243K 0.31% 67
2025
Q1 		$13.8M Buy
153,239
+12,234
+9% +$1.09M 0.36% 55
2024
Q4 		$11.3M Buy
141,005
+14,691
+12% +$1.27M 0.31% 66
2024
Q3 		$11.4M Buy
126,314
+85,947
+213% +$7.23M 0.36% 61
2024
Q2 		$3.18M Buy
+40,367
New +$3.31M 0.2% 106
2024
Q1 		– Sell
-4,040
Closed -$334K – 443
2023
Q4 		$334K Buy
4,040
+1,200
+42% +$91.5K 0.04% 285
2023
Q3 		$225K Buy
2,840
+343
+14% +$28.7K 0.04% 239
2023
Q2 		$222K Buy
+2,497
New +$215K 0.04% 233

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

World Investment Advisors's MDT Position: Q1 2026 in Review

World Investment Advisors reduced its Medtronic (MDT) stake by 14% in Q1 2026, selling an estimated $2.18M and leaving 144,641 shares worth $12.5M. The position accounts for 0.2% of the portfolio, ranked #111.

World Investment Advisors first reported a position in MDT in Q2 2023 and has held it in 11 quarters since. The position peaked at $16.1M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • World Investment Advisors held 144,641 shares of Medtronic worth $12.5M as of Q1 2026.
  • World Investment Advisors sold 22,762 Medtronic shares in Q1 2026, an estimated $2.18M.
  • Medtronic made up 0.2% of World Investment Advisors's portfolio in Q1 2026, its #111 holding.
  • World Investment Advisors first reported a position in Medtronic in Q2 2023 and has held it in 11 quarters since.
  • World Investment Advisors's Medtronic position peaked at $16.1M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.