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Advocate Group’s Medtronic MDT Stock Holding History

Advocate Group’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 		$9.9M Buy
126,604
+14,942
+13% +$1.21M 1.49% 23
2026
Q1 		$9.68M Sell
111,662
-83
-0.1% -$7.95K 1.51% 23
2025
Q4 		$10.7M Sell
111,745
-2,548
-2% -$248K 1.74% 14
2025
Q3 		$10.9M Buy
114,293
+1,737
+2% +$160K 1.79% 15
2025
Q2 		$9.81M Buy
112,556
+2,525
+2% +$214K 1.75% 16
2025
Q1 		$9.89M Buy
110,031
+3,255
+3% +$291K 1.8% 12
2024
Q4 		$8.53M Buy
106,776
+4,897
+5% +$424K 1.61% 21
2024
Q3 		$9.17M Buy
101,879
+4,576
+5% +$385K 1.66% 17
2024
Q2 		$7.66M Buy
97,303
+4,522
+5% +$371K 1.54% 24
2024
Q1 		$8.09M Buy
92,781
+4,922
+6% +$420K 1.61% 21
2023
Q4 		$7.24M Buy
87,859
+7,479
+9% +$570K 1.55% 19
2023
Q3 		$6.3M Buy
80,380
+5,622
+8% +$471K 1.46% 22
2023
Q2 		$6.59M Buy
74,758
+10,938
+17% +$942K 1.45% 24
2023
Q1 		$5.15M Buy
63,820
+12,072
+23% +$984K 1.12% 37
2022
Q4 		$4.02M Sell
51,748
-5,549
-10% -$450K 0.87% 49
2022
Q3 		$4.63M Buy
57,297
+796
+1% +$71.5K 1.14% 36
2022
Q2 		$5.07M Buy
+56,501
New +$5.72M 1.18% 37

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Advocate Group's MDT Position: Q2 2026 in Review

Advocate Group increased its Medtronic (MDT) stake by 13% in Q2 2026, buying an estimated $1.21M and bringing the position to 126,604 shares worth $9.9M. The position accounts for 1.49% of the portfolio, ranked #23.

Advocate Group first reported a position in MDT in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q3 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Advocate Group held 126,604 shares of Medtronic worth $9.9M as of Q2 2026.
  • Advocate Group bought 14,942 Medtronic shares in Q2 2026, an estimated $1.21M.
  • Medtronic made up 1.49% of Advocate Group's portfolio in Q2 2026, its #23 holding.
  • Advocate Group first reported a position in Medtronic in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Medtronic position peaked at $10.9M in Q3 2025.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.