MDT — Medtronic, Inc.

Ownership history in Bellevue Group AG  ·  40 quarters on record

This page tracks every 13F SEC filing in which Bellevue Group AG reported a position in Medtronic, Inc. (MDT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.61% (2016 Q2)
Avg. % of fund
1.79%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 766,592 +6,731 +0.9% 1.40% $73.6M $96.06
2025 Q3 REDUCED 759,861 -161,182 -17.5% 1.50% $72.4M $94.54
2025 Q2 REDUCED 921,043 -17,312 -1.8% 1.77% $80.3M $85.88
2025 Q1 REDUCED 938,355 -104,593 -10.0% 1.89% $84.3M $87.80
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MDT price (monthly, adj. close)

Other funds also holding MDT

As of 2025 Q4 — sorted by position size

BOONE CAPITAL MANAGEMENT LLC 3Y 12.93% Talaria Asset Management Pty Ltd 9.16% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 8.55% EDENTREE ASSET MANAGEMENT Ltd 5.97% SECTOR GAMMA AS 3Y 7Y 5.9% Saratoga Research & Investment Management 3Y 7Y 5.82% Financial Perspectives, Inc 5.62% St. James Investment Company, LLC 3Y 7Y 4.71% Guinness Asset Management LTD 3Y 7Y 4.44% SKBA CAPITAL MANAGEMENT LLC 3Y 7Y 4.26%
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