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Affinity Investment Advisors’s Medtronic MDT Stock Holding History

Affinity Investment Advisors’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 		$222K Hold
2,842
– – 0.11% 137
2026
Q1 		$246K Hold
2,842
– – 0.15% 129
2025
Q4 		$273K Hold
2,842
– – 0.18% 121
2025
Q3 		$271K Buy
+2,842
New +$261K 0.18% 115
2020
Q3 		– Sell
-12,230
Closed -$1.12M – 156
2020
Q2 		$1.12M Sell
12,230
-19,722
-62% -$1.89M 0.53% 58
2020
Q1 		$2.88M Buy
+31,952
New +$3.4M 1.47% 25

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

Affinity Investment Advisors's MDT Position: Q2 2026 in Review

Affinity Investment Advisors held its Medtronic (MDT) position steady in Q2 2026 at 2,842 shares worth $222K. The position accounts for 0.11% of the portfolio, ranked #137.

Affinity Investment Advisors first reported a position in MDT in Q1 2020 and has held it in 6 quarters since. The position peaked at $2.88M in Q1 2020. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Affinity Investment Advisors held 2,842 shares of Medtronic worth $222K as of Q2 2026.
  • Affinity Investment Advisors left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.11% of Affinity Investment Advisors's portfolio in Q2 2026, its #137 holding.
  • Affinity Investment Advisors first reported a position in Medtronic in Q1 2020 and has held it in 6 quarters since.
  • Affinity Investment Advisors's Medtronic position peaked at $2.88M in Q1 2020.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Affinity Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.