Medtronic PLC (MDT) is gone from the Polen Capital Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 4, 2026. A quarter earlier the position was 60.7K shares worth about $5.3M, or 0.04% of the reported book. MDT had been in the portfolio for 8.5 years, since the quarter ended December 31, 2017.
What did the 2026 Q2 filing report for MDT?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 60.7K | 0 |
| Reported value | $5.3M | $0 |
| Portfolio weight | 0.04% | 0% |
| Held since | 2017 Q4 | sold out in 2026 Q2 |
| Quarters held | 34 |
What did Polen Capital Management sell?
Polen Capital Management sold 60.7K shares of MDT between the quarter ended March 31, 2026 and June 30, 2026. The MDT exit was the 49th largest of the quarter's 289 position changes by percent change to portfolio.
Where does MDT sit in the Polen Capital Management portfolio?
Before the sale, MDT carried 0.04% of the Polen Capital Management portfolio, below the fund's average stock position of 0%. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held MDT?
Polen Capital Management held MDT for 8.5 years, from the quarter ended December 31, 2017 to March 31, 2026. The weight peaked at 0.24% in 2024 Q3. Last quarter the fund had already cut the position by 28%, so the exit finishes a two-quarter unwind. Every reported trade is on the Polen Capital Management MDT trade history page.
Did other funds buy or sell MDT in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 4, 2026, 4 still hold MDT. One other tracked fund sold out of it this quarter as well. The largest buyer of MDT this quarter was Harry Burn. The largest sellers were Richard Pzena and Robert Olstein. Every tracked holder of MDT is on the MDT ownership page.
FAQ
How many MDT shares did Polen Capital Management sell?
Polen Capital Management sold all 60.7K shares of MDT it reported a quarter earlier, worth about $5.3M.
When did Polen Capital Management first buy MDT?
Polen Capital Management first reported MDT in the quarter ended December 31, 2017.
How much of the Polen Capital Management portfolio was MDT?
MDT was 0.04% of the Polen Capital Management portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell MDT in 2026 Q2?
One other tracked fund sold out of MDT in 2026 Q2 and 1 trimmed it; 4 still hold it.