What smart money is saying about Medtronic
MDT
No fund has written a full thesis on Medtronic in our archive, but 2 fund letters report a position in it — most recently Matrix Asset Advisors Capital Markets Commentary in June 2026.
2
Reported positions
1
Bought
0
Sold
3
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Medtronic — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- AddedMatrix Asset Advisors Capital Markets CommentaryJune 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.”
Read the letterMedtronic - HoldsHardman Johnston Select EquityMarch 2026
Listed in Hardman Johnston Select Equity’s reported holdings.
Read the letterMedtronic
Also mentioned · 1
These funds discuss Medtronic — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Global Quality Mid Cap FundJune 2026
“Cardiovascular devices have long been the cornerstone of medtech giant Medtronic’s portfolio, and structural heart solutions are an area of growing focus.”
Read the letterMedtronic
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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