Joel Greenblatt's MDT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 288,010 shares of Medtronic plc (MDT) worth $27.43 M, representing 0.12% 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2015 | +37,793 | New Buy | 37,793 | $77.98 |
| Q2 2015 | -37,793 | Sold Out | 37,793 | $0.00 |
| Q3 2015 | +10,247 | New Buy | 10,247 | $66.95 |
| Q4 2015 | -7,542 | Reduce 73.60% | 2,705 | $76.89 |
| Q1 2016 | -2,705 | Sold Out | 2,705 | $0.00 |
| Q2 2016 | +167,825 | New Buy | 167,825 | $86.77 |
| Q3 2016 | -167,825 | Sold Out | 167,825 | $0.00 |
| Q1 2017 | +224,898 | New Buy | 224,898 | $80.56 |
| Q2 2017 | +216,496 | Add 96.26% | 441,394 | $88.75 |
| Q3 2017 | -124,502 | Reduce 28.21% | 316,892 | $77.77 |
| Q4 2017 | -112,620 | Reduce 35.54% | 204,272 | $80.75 |
| Q1 2018 | +223,685 | Add 109.50% | 427,957 | $80.22 |
| Q2 2018 | +223,176 | Add 52.15% | 651,133 | $85.61 |
| Q3 2018 | +12,418 | Add 1.91% | 663,551 | $98.37 |
| Q4 2018 | -312,943 | Reduce 47.16% | 350,608 | $90.96 |
| Q1 2019 | -52,593 | Reduce 15.00% | 298,015 | $91.08 |
| Q2 2019 | -117,816 | Reduce 39.53% | 180,199 | $97.39 |
| Q3 2019 | -85,617 | Reduce 47.51% | 94,582 | $108.61 |
| Q4 2019 | -24,658 | Reduce 26.07% | 69,924 | $113.45 |
| Q1 2020 | +254,530 | Add 364.01% | 324,454 | $90.18 |
| Q2 2020 | +9,285 | Add 2.86% | 333,739 | $91.70 |
| Q3 2020 | -228,942 | Reduce 68.60% | 104,797 | $103.92 |
| Q4 2020 | -18,193 | Reduce 17.36% | 86,604 | $117.14 |
| Q1 2021 | -24,337 | Reduce 28.10% | 62,267 | $118.14 |
| Q2 2021 | +13,820 | Add 22.19% | 76,087 | $124.13 |
| Q3 2021 | +11,604 | Add 15.25% | 87,691 | $125.35 |
| Q4 2021 | +72,292 | Add 82.44% | 159,983 | $103.45 |
| Q1 2022 | -64,778 | Reduce 40.49% | 95,205 | $110.95 |
| Q2 2022 | +71,213 | Add 74.80% | 166,418 | $89.75 |
| Q3 2022 | -64,084 | Reduce 38.51% | 102,334 | $80.75 |
| Q4 2022 | -2,122 | Reduce 2.07% | 100,212 | $77.72 |
| Q1 2023 | -991 | Reduce 0.99% | 99,221 | $80.62 |
| Q2 2023 | -41,041 | Reduce 41.36% | 58,180 | $88.10 |
| Q3 2023 | -38,647 | Reduce 66.43% | 19,533 | $78.36 |
| Q4 2023 | +29,676 | Add 151.93% | 49,209 | $82.38 |
| Q1 2024 | +134,621 | Add 273.57% | 183,830 | $87.15 |
| Q2 2024 | +156,836 | Add 85.32% | 340,666 | $78.71 |
| Q3 2024 | -102,829 | Reduce 30.18% | 237,837 | $90.03 |
| Q4 2024 | -71,113 | Reduce 29.90% | 166,724 | $79.88 |
| Q1 2025 | -20,456 | Reduce 12.27% | 146,268 | $89.86 |
| Q2 2025 | +111,613 | Add 76.31% | 257,881 | $87.17 |
| Q3 2025 | +30,129 | Add 11.68% | 288,010 | $95.24 |
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Medtronic plc (MDT) was in Q1 2020, adding 324,454 shares worth $29.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 288,010 shares of Medtronic plc (MDT), valued at approximately $27.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Medtronic plc (MDT) represents approximately 0.12% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Medtronic plc (MDT) was 663,551 shares, as reported at the end of Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.