Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Medtronic plc (MDT)
← All MDT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 60,661 0.04 Reduce 28.21% <0.01 $78.91–105.50 · VW $88.46i $5,256,201 SEC
2025   Q4 84,500 0.03 Reduce 32.38% 0.01 $89.04–106.33 · VW $99.44i $8,117,020 SEC
2025   Q3 124,956 0.04 Reduce 46.80% 0.03 $87.50–99.37 · VW $92.52i $11,900,775 SEC
2025   Q2 234,886 0.06 Reduce 62.69% 0.11 $79.93–93.10 · VW $87.76i $20,475,022 SEC
2025   Q1 629,483 0.18 Reduce 19.55% 0.03 $79.55–96.25 · VW $86.85i $56,565,299 SEC
2024   Q4 782,478 0.17 Reduce 23.51% 0.06 $79.29–93.08 · VW $87.73i $62,504,372 SEC
2024   Q3 1,023,029 0.24 Reduce 2.57% <0.01 $79.38–92.68 · VW $87.10i $92,103,331 SEC
2024   Q2 1,049,969 0.21 Reduce 1.47% <0.01 $75.96–86.17 · VW $80.82i $82,643,041 SEC
2024   Q1 1,065,609 0.21 Add 8.35% 0.02 $78.43–88.54 · VW $82.40i $92,867,866 SEC
2023   Q4 983,504 0.20 Add 23.74% 0.04 $69.32–89.18 · VW $82.01i $81,021,086 SEC
2023   Q3 794,789 0.16 Add 1.65% <0.01 $68.84–87.83 · VW $75.74i $62,279,667 SEC
2023   Q2 781,913 0.17 Reduce 2.55% <0.01 $81.02–92.02 · VW $86.93i $68,886,536 SEC
2023   Q1 802,374 0.17 Reduce 1.43% <0.01 $76.02–91.86 · VW $86.28i $64,687,437 SEC
2022   Q4 813,991 0.18 Reduce 10.70% 0.02 $75.77–88.74 · VW $82.73i $63,263,381 SEC
2022   Q3 911,475 0.21 Add 1.06% <0.01 $79.44–95.60 · VW $87.46i $73,602,000 SEC
2022   Q2 901,899 0.21 Reduce 5.04% 0.01 $86.70–106.33 · VW $95.18i $80,945,000 SEC
2022   Q1 949,789 0.21 Reduce 5.63% <0.01 $100.07–114.31 · VW $106.25i $105,379,000 SEC
2021   Q4 1,006,439 0.17 Reduce 0.67% <0.01 $98.38–124.63 · VW $108.83i $104,116,000 SEC
2021   Q3 1,013,186 0.23 Add 12.96% 0.03 $118.88–135.89 · VW $124.88i $127,003,000 SEC
2021   Q2 896,906 0.21 Add 1.07% <0.01 $120.53–131.91 · VW $127.92i $111,333,000 SEC
2021   Q1 887,449 0.24 Add 8.76% 0.02 $110.45–132.30 · VW $124.56i $104,834,000 SEC
2020   Q4 815,961 0.22 Add 15.15% 0.03 $101.15–119.87 · VW $110.78i $95,582,000 SEC
2020   Q3 708,601 0.20 Add 41.71% 0.06 $95.96–112.48 · VW $103.00i $73,638,000 SEC
2020   Q2 500,041 0.14 Add 21.12% 0.02 $87.68–103.23 · VW $95.80i $45,854,000 SEC
2020   Q1 412,859 0.16 Add 36.78% 0.04 $72.13–121.41 · VW $97.06i $37,232,000 SEC
2019   Q4 301,831 0.13 Add 38.45% 0.04 $104.86–122.15 · VW $114.15i $34,243,000 SEC
2019   Q3 218,002 0.11 Add 49.77% 0.04 $98.43–112.05 · VW $106.46i $23,679,000 SEC
2019   Q2 145,554 0.07 Add 29.50% 0.02 $86.09–103.95 · VW $97.33i $14,176,000 SEC
2019   Q1 112,398 0.05 Add 34.23% 0.01 $82.77–94.59 · VW $88.72i $10,237,000 SEC
2018   Q4 83,735 0.05 Add 19.61% <0.01 $81.66–99.41 · VW $89.82i $7,617,000 SEC
2018   Q3 70,005 0.04 Add 26.64% <0.01 $88.44–100.15 · VW $92.80i $6,887,000 SEC
2018   Q2 55,279 0.03 Add 8.76% <0.01 $78.29–90.35 · VW $86.29i $4,732,000 SEC
2018   Q1 50,827 0.03 Add 127.24% 0.02 $76.41–85.68 · VW $80.74i $4,077,000 SEC
2017   Q4 22,367 0.01 Buy 0.01 $77.06–87.93 · VW $83.63i $1,806,000 SEC
Price snapshot:
Current price$83.57
Avg. buy price$99.44
+/- since buy-15.96%
52-week low$72.65
52-week high$103.76