What smart money is saying about Medtronic

MDT

No fund has written a full thesis on Medtronic in our archive, but 6 fund letters report a position in it — most recently Guinness Global Innovators Fund in August 2026.

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Reported positions

Bought

Sold

Letters

Position history

Between Q1 2026 and Q3 2026, 6 fund letters reported a position in Medtronic — 1 opened or added to the position, 2 trimmed or exited.

Fund letters reporting a position in Medtronic, by quarter
Quarter	Letters	Bought	Sold
Q3 2026	2	0	0
Q2 2026	3	1	2
Q1 2026	1	0	0

Fund activity · 6 positions · 3 moves

HoldsGuinness Global Innovators Fund
August 2026
Listed in Guinness Global Innovators Fund’s reported holdings.
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Medtronic
HoldsRhenman Healthcare Equity L/S
August 2026
“1. Merck & Co 2. AstraZeneca 3. Vertex Pharmaceuticals 4. Medtronic 5. Biomarin Pharmaceutical”
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Medtronic
ExitedBrown Advisory Large-Cap Sustainable Value Strategy
June 2026
“As our smallest position within Health Care, we decided to sell our remaining position in Medtronic (MDT) to help fund our new investment in Tenet Healthcare (THC) given its double-digit FCF yield and single-digit EBITDA multiple profile.”
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Medtronic
AddedMatrix Asset Advisors Capital Markets Commentary
June 2026
“We added to the portfolio’s holdings in Intuit, Lowe’s, Medtronic, Meta (Facebook), Nike, PepsiCo, TE Connectivity, Thermo Fisher Scientific, and Tyson Foods.”
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Medtronic
ExitedBrown Advisory U.S. Value Fund
June 2026
“we decided to sell our remaining position in Medtronic (MDT) to help fund our new investment in Tenet Healthcare (THC)”
158 more words on why — unlock Brown Advisory U.S. Value Fund’s full comment
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Medtronic
HoldsHardman Johnston Select Equity
March 2026
Listed in Hardman Johnston Select Equity’s reported holdings.
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Medtronic

Also mentioned · 3

These funds discuss Medtronic — as a competitor, benchmark or comparable — without disclosing a position in it.

MentionedGuinness Global Quality Mid Cap Fund
June 2026
“Edwards Lifesciences – a pure-play on structural heart, outpacing Medtronic. Cardiovascular devices have long been the cornerstone of medtech giant Medtronic’s portfolio, and structural heart solutions are an area of growing focus.”
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Medtronic
MentionedAristotle Value Equity Strategy
June 2026
“We have followed Edwards for many years as both a leading structural heart company and a competitor to Medtronic’s CoreValve platform.”
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Medtronic
MentionedAristotle Value Equity Wealth Management Strategy
June 2026
“Headquartered in Irvine, California, Edwards Lifesciences is a global leader in structural heart disease therapies, developing and commercializing medical devices used to treat advanced cardiovascular conditions. The company is best known for its leadership in transcatheter aortic valve replacement (TAVR), a minimally invasive procedure that allows physicians to replace diseased heart valves without open-heart surgery. By reducing the invasiveness, recovery time and risk associated with traditional surgical valve replacement, TAVR has significantly expanded the number of patients eligible for treatment and accelerated adoption across the structural heart market. We have followed Edwards for many years as both a leading structural heart company and a competitor to Medtronic’s CoreValve platform.”
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Medtronic

Read the letters behind these Medtronic positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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