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Wright Investors Service’s Medtronic MDT Stock Holding History

Wright Investors Service’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 		$610K Buy
+7,043
New +$675K 0.19% 105
2024
Q3 		– Sell
-22,172
Closed -$1.75M – 152
2024
Q2 		$1.75M Buy
+22,172
New +$1.82M 0.46% 62
2016
Q4 		– Sell
-6,854
Closed -$592K – 240
2016
Q3 		$592K Sell
6,854
-240
-3% -$20.9K 0.25% 127
2016
Q2 		$616K Sell
7,094
-9,705
-58% -$785K 0.25% 126
2016
Q1 		$1.26M Buy
16,799
+5,949
+55% +$448K 0.5% 72
2015
Q4 		$835K Buy
10,850
+3,903
+56% +$294K 0.31% 116
2015
Q3 		$465K Buy
6,947
+966
+16% +$71.1K 0.21% 139
2015
Q2 		$443K Sell
5,981
-2,208
-27% -$169K 0.21% 138
2015
Q1 		$639K Sell
8,189
-399
-5% -$30.2K 0.31% 106
2014
Q4 		$620K Buy
8,588
+1,840
+27% +$128K 0.3% 110
2014
Q3 		$418K Buy
6,748
+935
+16% +$59.4K 0.21% 138
2014
Q2 		$371K Sell
5,813
-70
-1% -$4.25K 0.17% 164
2014
Q1 		$362K Sell
5,883
-151
-3% -$8.8K 0.16% 167
2013
Q4 		$346K Buy
6,034
+1
+0% +$57 0.15% 172
2013
Q3 		$321K Buy
6,033
+15
+0.2% +$807 0.15% 183
2013
Q2 		$310K Buy
+6,018
New +$297K 0.15% 173

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

Wright Investors Service's MDT Position: Q1 2026 in Review

Wright Investors Service opened a new position in Medtronic (MDT) in Q1 2026: 7,043 shares worth $610K. The stake represents 0.19% of the portfolio and ranks #105 among its holdings. This is a return to the name: Wright Investors Service previously reported a position in MDT as recently as Q2 2024.

Wright Investors Service first reported a position in MDT in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.75M in Q2 2024. 2,231 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Wright Investors Service held 7,043 shares of Medtronic worth $610K as of Q1 2026.
  • Medtronic was a new Wright Investors Service position in Q1 2026.
  • Medtronic made up 0.19% of Wright Investors Service's portfolio in Q1 2026, its #105 holding.
  • Wright Investors Service first reported a position in Medtronic in Q2 2013 and has held it in 16 quarters since.
  • Wright Investors Service's Medtronic position peaked at $1.75M in Q2 2024.
  • 2,231 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.