Aljian Capital Management’s Medtronic MDT Stock Holding History

Aljian Capital 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	$380K	Sell	4,855 -227	-4%	-$18.3K	0.07%	100
2026 Q1	$440K	Buy	5,082 +66	+1%	+$6.32K	0.09%	95
2025 Q4	$482K	Sell	5,016 -55	-1%	-$5.34K	0.1%	82
2025 Q3	$483K	Hold	5,071	–	–	0.1%	86
2025 Q2	$442K	Sell	5,071 -31	-0.6%	-$2.63K	0.1%	89
2025 Q1	$458K	Hold	5,102	–	–	0.11%	86
2024 Q4	$408K	Sell	5,102 -7	-0.1%	-$606	0.09%	87
2024 Q3	$460K	Buy	+5,109	New	+$430K	0.11%	81
2022 Q2	–	Sell	-2,150	Closed	-$242K	–	57
2022 Q1	$242K	Hold	2,150	–	–	0.1%	55
2021 Q4	$222K	Hold	2,150	–	–	0.08%	58
2021 Q3	$271K	Hold	2,150	–	–	0.12%	50
2021 Q2	$267K	Sell	2,150 -100	-4%	-$12.6K	0.11%	51
2021 Q1	$266K	Hold	2,250	–	–	0.13%	54
2020 Q4	$264K	Hold	2,250	–	–	0.13%	46
2020 Q3	$233K	Buy	+2,250	New	+$226K	0.13%	44
2020 Q1	–	Sell	-2,150	Closed	-$244K	–	48
2019 Q4	$244K	Hold	2,150	–	–	0.18%	46
2019 Q3	$234K	Hold	2,150	–	–	0.19%	45
2019 Q2	$209K	Buy	+2,150	New	+$196K	0.17%	52

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

Aljian Capital Management's MDT Position: Q2 2026 in Review

Aljian Capital Management reduced its Medtronic (MDT) stake by 4.5% in Q2 2026, selling an estimated $18.3K and leaving 4,855 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #100.

Aljian Capital Management first reported a position in MDT in Q2 2019 and has held it in 18 quarters since. The position peaked at $483K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Aljian Capital Management held 4,855 shares of Medtronic worth $380K as of Q2 2026.
Aljian Capital Management sold 227 Medtronic shares in Q2 2026, an estimated $18.3K.
Medtronic made up 0.07% of Aljian Capital Management's portfolio in Q2 2026, its #100 holding.
Aljian Capital Management first reported a position in Medtronic in Q2 2019 and has held it in 18 quarters since.
Aljian Capital Management's Medtronic position peaked at $483K in Q3 2025.
2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Aljian Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.