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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 60,661 0.04 Reduce 28.21% <0.01 $86.65 $5,256,201 SEC
2025   Q4 84,500 0.03 Reduce 32.38% 0.01 $96.06 $8,117,020 SEC
2025   Q3 124,956 0.04 Reduce 46.80% 0.03 $95.24 $11,900,775 SEC
2025   Q2 234,886 0.06 Reduce 62.69% 0.11 $87.17 $20,475,022 SEC
2025   Q1 629,483 0.18 Reduce 19.55% 0.03 $89.86 $56,565,299 SEC
2024   Q4 782,478 0.17 Reduce 23.51% 0.06 $79.88 $62,504,372 SEC
2024   Q3 1,023,029 0.24 Reduce 2.57% <0.01 $90.03 $92,103,331 SEC
2024   Q2 1,049,969 0.21 Reduce 1.47% <0.01 $78.71 $82,643,041 SEC
2024   Q1 1,065,609 0.21 Add 8.35% 0.02 $87.15 $92,867,866 SEC
2023   Q4 983,504 0.20 Add 23.74% 0.04 $82.38 $81,021,086 SEC
2023   Q3 794,789 0.16 Add 1.65% <0.01 $78.36 $62,279,667 SEC
2023   Q2 781,913 0.17 Reduce 2.55% <0.01 $88.10 $68,886,536 SEC
2023   Q1 802,374 0.17 Reduce 1.43% <0.01 $80.62 $64,687,437 SEC
2022   Q4 813,991 0.18 Reduce 10.70% 0.02 $77.72 $63,263,381 SEC
2022   Q3 911,475 0.21 Add 1.06% <0.01 $80.75 $73,602,000 SEC
2022   Q2 901,899 0.21 Reduce 5.04% 0.01 $89.75 $80,945,000 SEC
2022   Q1 949,789 0.21 Reduce 5.63% <0.01 $110.95 $105,379,000 SEC
2021   Q4 1,006,439 0.17 Reduce 0.67% <0.01 $103.45 $104,116,000 SEC
2021   Q3 1,013,186 0.23 Add 12.96% 0.03 $125.35 $127,003,000 SEC
2021   Q2 896,906 0.21 Add 1.07% <0.01 $124.13 $111,333,000 SEC
2021   Q1 887,449 0.24 Add 8.76% 0.02 $118.13 $104,834,000 SEC
2020   Q4 815,961 0.22 Add 15.15% 0.03 $117.14 $95,582,000 SEC
2020   Q3 708,601 0.20 Add 41.71% 0.06 $103.92 $73,638,000 SEC
2020   Q2 500,041 0.14 Add 21.12% 0.02 $91.70 $45,854,000 SEC
2020   Q1 412,859 0.16 Add 36.78% 0.04 $90.18 $37,232,000 SEC
2019   Q4 301,831 0.13 Add 38.45% 0.04 $113.45 $34,243,000 SEC
2019   Q3 218,002 0.11 Add 49.77% 0.04 $108.62 $23,679,000 SEC
2019   Q2 145,554 0.07 Add 29.50% 0.02 $97.39 $14,176,000 SEC
2019   Q1 112,398 0.05 Add 34.23% 0.01 $91.08 $10,237,000 SEC
2018   Q4 83,735 0.05 Add 19.61% <0.01 $90.97 $7,617,000 SEC
2018   Q3 70,005 0.04 Add 26.64% <0.01 $98.38 $6,887,000 SEC
2018   Q2 55,279 0.03 Add 8.76% <0.01 $85.60 $4,732,000 SEC
2018   Q1 50,827 0.03 Add 127.24% 0.02 $80.21 $4,077,000 SEC
2017   Q4 22,367 0.01 Buy 0.01 $80.74 $1,806,000 SEC