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Agate Pass Investment Management’s Medtronic MDT Stock Holding History

Agate Pass Investment Management’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 		$901K Sell
11,517
-6,548
-36% -$528K 0.33% 66
2026
Q1 		$1.57M Sell
18,065
-720
-4% -$69K 0.61% 48
2025
Q4 		$1.8M Sell
18,785
-1,300
-6% -$126K 0.67% 44
2025
Q3 		$1.91M Sell
20,085
-3,009
-13% -$277K 0.73% 42
2025
Q2 		$2.01M Sell
23,094
-442
-2% -$37.5K 0.83% 38
2025
Q1 		$2.11M Buy
23,536
+3,790
+19% +$339K 0.9% 36
2024
Q4 		$1.58M Buy
19,746
+745
+4% +$64.5K 0.71% 43
2024
Q3 		$1.71M Sell
19,001
-850
-4% -$71.5K 0.85% 38
2024
Q2 		$1.56M Sell
19,851
-42
-0.2% -$3.44K 0.83% 37
2024
Q1 		$1.73M Buy
19,893
+979
+5% +$83.6K 0.93% 36
2023
Q4 		$1.56M Sell
18,914
-1,055
-5% -$80.4K 0.9% 34
2023
Q3 		$1.56M Sell
19,969
-380
-2% -$31.8K 1.06% 29
2023
Q2 		$1.79M Buy
20,349
+2,029
+11% +$175K 1.09% 27
2023
Q1 		$1.48M Buy
18,320
+751
+4% +$61.2K 0.97% 34
2022
Q4 		$1.37M Buy
17,569
+3,045
+21% +$247K 0.97% 35
2022
Q3 		$1.17M Buy
14,524
+1,065
+8% +$95.7K 0.9% 34
2022
Q2 		$1.21M Buy
13,459
+583
+5% +$59.1K 0.85% 39
2022
Q1 		$1.43M Buy
12,876
+975
+8% +$103K 0.89% 37
2021
Q4 		$1.23M Buy
+11,901
New +$1.38M 0.77% 37

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Agate Pass Investment Management's MDT Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Medtronic (MDT) stake by 36% in Q2 2026, selling an estimated $528K and leaving 11,517 shares worth $901K. The position accounts for 0.33% of the portfolio, ranked #66.

Agate Pass Investment Management first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q1 2025. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Agate Pass Investment Management held 11,517 shares of Medtronic worth $901K as of Q2 2026.
  • Agate Pass Investment Management sold 6,548 Medtronic shares in Q2 2026, an estimated $528K.
  • Medtronic made up 0.33% of Agate Pass Investment Management's portfolio in Q2 2026, its #66 holding.
  • Agate Pass Investment Management first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Medtronic position peaked at $2.11M in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.