MDT
Medtronic PLC
Medtronic PLC historical holders
total: 12
Polen Capital Management Medtronic PLC transactions over time
- Total transactions:
- 34
- New positions:
- 1
- Added:
- 19
- Reduced:
- 14
- Held since:
- 2017 Q4
- Held for:
- 34 quarters
- Latest activity:
- 2026 Q1
Polen Capital Management has been an institutional investor in Medtronic PLC (MDT) since 2017 Q4. According to 2026 Q1 report, Polen Capital Management holds 60,661 shares with a market value of roughly $5.26M representing 0.04% of their equity portfolio. The fund/company first acquired MDT in 2017 Q4, initially purchasing 22,367 shares. Since the initial investment, Polen Capital Management has made 33 more transactions in this position.
Does Polen Capital Management still hold MDT?
Yes, Polen Capital Management continues to hold Medtronic PLC (MDT). According to their 2026 Q1 report, they maintain a position of 60,661 shares valued at approximately $5.26M, representing 0.04% of their equity portfolio.
When did Polen Capital Management first invest in MDT?
Polen Capital Management first invested in Medtronic PLC (MDT) in 2017 Q4 at the reported quarter-end price of $80.74 per share, acquiring 22,367 shares in their initial purchase.
What is Polen Capital Management's average cost basis for MDT?
Based on historical transaction data, Polen Capital Management's estimated cost basis for Medtronic PLC (MDT) is approximately $100.52 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $100.52
- Weighted AVG sell price:
- $87.52
MDT transactions history by Polen Capital Management
34 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.04%
|
60,661
|
$86.65
|
$5,256,201
|
-28.21% (-23,839)
|
-0.01%
|
|
2025 Q4
|
0.03%
|
84,500
|
$96.06
|
$8,117,020
|
-32.38% (-40,456)
|
-0.01%
|
|
2025 Q3
|
0.04%
|
124,956
|
$95.24
|
$11,900,775
|
-46.80% (-109,930)
|
-0.03%
|
|
2025 Q2
|
0.06%
|
234,886
|
$87.17
|
$20,475,022
|
-62.69% (-394,597)
|
-0.11%
|
|
2025 Q1
|
0.18%
|
629,483
|
$89.86
|
$56,565,299
|
-19.55% (-152,995)
|
-0.04%
|
|
2024 Q4
|
0.17%
|
782,478
|
$79.88
|
$62,504,372
|
-23.51% (-240,551)
|
-0.05%
|
|
2024 Q3
|
0.24%
|
1,023,029
|
$90.03
|
$92,103,331
|
-2.57% (-26,940)
|
-0.01%
|
|
2024 Q2
|
0.21%
|
1,049,969
|
$78.71
|
$82,643,041
|
-1.47% (-15,640)
|
-0%
|
|
2024 Q1
|
0.21%
|
1,065,609
|
$87.15
|
$92,867,866
|
+8.35% (+82,105)
|
+0.02%
|
|
2023 Q4
|
0.20%
|
983,504
|
$82.38
|
$81,021,086
|
+23.74% (+188,715)
|
+0.04%
|
|
2023 Q3
|
0.16%
|
$78.36
|
+1.65% (+12,876)
|
|||
|
2023 Q2
|
0.17%
|
$88.10
|
-2.55% (-20,461)
|
|||
|
2023 Q1
|
0.17%
|
$80.62
|
-1.43% (-11,617)
|
|||
|
2022 Q4
|
0.18%
|
$77.72
|
-10.70% (-97,484)
|
|||
|
2022 Q3
|
0.21%
|
$80.75
|
+1.06% (+9,576)
|
|||
|
2022 Q2
|
0.21%
|
$89.75
|
-5.04% (-47,890)
|
|||
|
2022 Q1
|
0.21%
|
$110.95
|
-5.63% (-56,650)
|
|||
|
2021 Q4
|
0.17%
|
$103.45
|
-0.67% (-6,747)
|
|||
|
2021 Q3
|
0.23%
|
$125.35
|
+12.96% (+116,280)
|
|||
|
2021 Q2
|
0.21%
|
$124.13
|
+1.07% (+9,457)
|
|||
|
2021 Q1
|
0.24%
|
$118.13
|
+8.76% (+71,488)
|
|||
|
2020 Q4
|
0.22%
|
$117.14
|
+15.15% (+107,360)
|
|||
|
2020 Q3
|
0.20%
|
$103.92
|
+41.71% (+208,560)
|
|||
|
2020 Q2
|
0.14%
|
$91.70
|
+21.12% (+87,182)
|
|||
|
2020 Q1
|
0.16%
|
$90.18
|
+36.78% (+111,028)
|
|||
|
2019 Q4
|
0.13%
|
$113.45
|
+38.45% (+83,829)
|
|||
|
2019 Q3
|
0.11%
|
$108.62
|
+49.77% (+72,448)
|
|||
|
2019 Q2
|
0.07%
|
$97.39
|
+29.50% (+33,156)
|
|||
|
2019 Q1
|
0.05%
|
$91.08
|
+34.23% (+28,663)
|
|||
|
2018 Q4
|
0.05%
|
$90.97
|
+19.61% (+13,730)
|
|||
|
2018 Q3
|
0.04%
|
$98.38
|
+26.64% (+14,726)
|
|||
|
2018 Q2
|
0.03%
|
$85.60
|
+8.76% (+4,452)
|
|||
|
2018 Q1
|
0.03%
|
$80.21
|
+127.24% (+28,460)
|
|||
|
2017 Q4
|
0.01%
|
$80.74
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.