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Advisortrust Partners’s Medtronic MDT Stock Holding History

Advisortrust Partners’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 		$851K Sell
10,875
-35,124
-76% -$2.83M 0.29% 59
2026
Q1 		$3.99M Buy
45,999
+3,478
+8% +$333K 1.66% 16
2025
Q4 		$4.08M Buy
+42,521
New +$4.13M 1.79% 14

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Advisortrust Partners's MDT Position: Q2 2026 in Review

Advisortrust Partners reduced its Medtronic (MDT) stake by 76% in Q2 2026, selling an estimated $2.83M and leaving 10,875 shares worth $851K. The position accounts for 0.29% of the portfolio, ranked #59.

Advisortrust Partners first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.08M in Q4 2025. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Advisortrust Partners held 10,875 shares of Medtronic worth $851K as of Q2 2026.
  • Advisortrust Partners sold 35,124 Medtronic shares in Q2 2026, an estimated $2.83M.
  • Medtronic made up 0.29% of Advisortrust Partners's portfolio in Q2 2026, its #59 holding.
  • Advisortrust Partners first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's Medtronic position peaked at $4.08M in Q4 2025.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.