Advisor Resource Council’s Medtronic MDT Stock Holding History

Advisor Resource Council’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$406K	Sell	4,892 -4,927	-50%	-$397K	0.11%	167
2026 Q1	$851K	Sell	9,819 -201	-2%	-$19.3K	0.28%	72
2025 Q4	$1.03M	Buy	+10,020	New	+$973K	0.37%	56
2025 Q3	–	Sell	-3,219	Closed	-$281K	–	119
2025 Q2	$281K	Sell	3,219 -3,454	-52%	-$293K	0.11%	137
2025 Q1	$311K	Buy	+6,673	New	+$597K	0.03%	460
2024 Q4	–	Sell	-5,693	Closed	-$513K	–	187
2024 Q3	$513K	Buy	+5,693	New	+$479K	0.23%	118
2024 Q2	–	Sell	-2,925	Closed	-$241K	–	159
2024 Q1	$241K	Sell	2,925 -492	-14%	-$42K	0.1%	198
2023 Q4	$281K	Buy	+3,417	New	+$260K	0.03%	358
2022 Q3	–	Sell	-4,847	Closed	-$435K	–	351
2022 Q2	$435K	Buy	+4,847	New	+$491K	0.04%	304
2022 Q1	–	Sell	-4,180	Closed	-$432K	–	399
2021 Q4	$432K	Buy	+4,180	New	+$484K	0.03%	359
2021 Q3	–	Sell	-4,748	Closed	-$590K	–	363
2021 Q2	$590K	Buy	+4,748	New	+$596K	0.06%	289

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Advisor Resource Council's MDT Position: Q2 2026 in Review

Advisor Resource Council reduced its Medtronic (MDT) stake by 50% in Q2 2026, selling an estimated $397K and leaving 4,892 shares worth $406K. The position accounts for 0.11% of the portfolio, ranked #167.

Advisor Resource Council first reported a position in MDT in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Advisor Resource Council held 4,892 shares of Medtronic worth $406K as of Q2 2026.
Advisor Resource Council sold 4,927 Medtronic shares in Q2 2026, an estimated $397K.
Medtronic made up 0.11% of Advisor Resource Council's portfolio in Q2 2026, its #167 holding.
Advisor Resource Council first reported a position in Medtronic in Q2 2021 and has held it in 11 quarters since.
Advisor Resource Council's Medtronic position peaked at $1.03M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.