Joel Greenblatt's MDT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 300,151 shares of Medtronic plc (MDT) worth $28.83 M, representing 0.11% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MDT, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 254,530 shares. Largest reduction occurred in Q4 2018, reducing 312,943 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Medtronic plc (MDT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Medtronic plc (MDT) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +12,141 | Add 4.22% | 300,151 | $96.06 |
| Q3 2025 | +30,129 | Add 11.68% | 288,010 | $95.24 |
| Q2 2025 | +111,613 | Add 76.31% | 257,881 | $87.17 |
| Q1 2025 | -20,456 | Reduce 12.27% | 146,268 | $89.86 |
| Q4 2024 | -71,113 | Reduce 29.90% | 166,724 | $79.88 |
| Q3 2024 | -102,829 | Reduce 30.18% | 237,837 | $90.03 |
| Q2 2024 | +156,836 | Add 85.32% | 340,666 | $78.71 |
| Q1 2024 | +134,621 | Add 273.57% | 183,830 | $87.15 |
| Q4 2023 | +29,676 | Add 151.93% | 49,209 | $82.38 |
| Q3 2023 | -38,647 | Reduce 66.43% | 19,533 | $78.36 |
| Q2 2023 | -41,041 | Reduce 41.36% | 58,180 | $88.10 |
| Q1 2023 | -991 | Reduce 0.99% | 99,221 | $80.62 |
| Q4 2022 | -2,122 | Reduce 2.07% | 100,212 | $77.72 |
| Q3 2022 | -64,084 | Reduce 38.51% | 102,334 | $80.75 |
| Q2 2022 | +71,213 | Add 74.80% | 166,418 | $89.75 |
| Q1 2022 | -64,778 | Reduce 40.49% | 95,205 | $110.95 |
| Q4 2021 | +72,292 | Add 82.44% | 159,983 | $103.45 |
| Q3 2021 | +11,604 | Add 15.25% | 87,691 | $125.35 |
| Q2 2021 | +13,820 | Add 22.19% | 76,087 | $124.13 |
| Q1 2021 | -24,337 | Reduce 28.10% | 62,267 | $118.14 |
| Q4 2020 | -18,193 | Reduce 17.36% | 86,604 | $117.14 |
| Q3 2020 | -228,942 | Reduce 68.60% | 104,797 | $103.92 |
| Q2 2020 | +9,285 | Add 2.86% | 333,739 | $91.70 |
| Q1 2020 | +254,530 | Add 364.01% | 324,454 | $90.18 |
| Q4 2019 | -24,658 | Reduce 26.07% | 69,924 | $113.45 |
| Q3 2019 | -85,617 | Reduce 47.51% | 94,582 | $108.61 |
| Q2 2019 | -117,816 | Reduce 39.53% | 180,199 | $97.39 |
| Q1 2019 | -52,593 | Reduce 15.00% | 298,015 | $91.08 |
| Q4 2018 | -312,943 | Reduce 47.16% | 350,608 | $90.96 |
| Q3 2018 | +12,418 | Add 1.91% | 663,551 | $98.37 |
| Q2 2018 | +223,176 | Add 52.15% | 651,133 | $85.61 |
| Q1 2018 | +223,685 | Add 109.50% | 427,957 | $80.22 |
| Q4 2017 | -112,620 | Reduce 35.54% | 204,272 | $80.75 |
| Q3 2017 | -124,502 | Reduce 28.21% | 316,892 | $77.77 |
| Q2 2017 | +216,496 | Add 96.26% | 441,394 | $88.75 |
| Q1 2017 | +224,898 | New Buy | 224,898 | $80.56 |
| Q3 2016 | -167,825 | Sold Out | 0 | $0.00 |
| Q2 2016 | +167,825 | New Buy | 167,825 | $86.77 |
| Q1 2016 | -2,705 | Sold Out | 0 | $0.00 |
| Q4 2015 | -7,542 | Reduce 73.60% | 2,705 | $76.89 |
| Q3 2015 | +10,247 | New Buy | 10,247 | $66.95 |
| Q2 2015 | -37,793 | Sold Out | 0 | $0.00 |
| Q1 2015 | +37,793 | New Buy | 37,793 | $77.98 |
Joel Greenblatt's Medtronic plc Investment FAQs
Joel Greenblatt first purchased Medtronic plc (MDT) in Q1 2015, acquiring 37,793 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Medtronic plc (MDT) for 43 quarters since Q1 2015.
Joel Greenblatt's largest addition to Medtronic plc (MDT) was in Q1 2020, adding 324,454 shares worth $29.26 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 300,151 shares of Medtronic plc (MDT), valued at approximately $28.83 M.
As of the Q4 2025 filing, Medtronic plc (MDT) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Medtronic plc (MDT) was 663,551 shares, as reported at the end of Q3 2018.