Allen Mooney & Barnes Investment Advisors’s Medtronic MDT Stock Holding History

Allen Mooney & Barnes 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	$10.2M	Sell	130,036 -11,716	-8%	-$945K	1.55%	27
2026 Q1	$12.3M	Buy	141,752 +2,721	+2%	+$261K	1.77%	29
2025 Q4	$13.4M	Buy	139,031 +1,083	+0.8%	+$105K	2.01%	23
2025 Q3	$13.1M	Buy	137,948 +2,136	+2%	+$196K	2.05%	22
2025 Q2	$11.8M	Buy	135,812 +1,504	+1%	+$128K	1.94%	24
2025 Q1	$12.1M	Buy	134,308 +6,360	+5%	+$569K	1.96%	20
2024 Q4	$10.2M	Buy	127,948 +8,629	+7%	+$747K	1.72%	24
2024 Q3	$10.7M	Sell	119,319 -649	-0.5%	-$54.6K	1.83%	23
2024 Q2	$9.44M	Buy	119,968 +6,189	+5%	+$507K	1.69%	24
2024 Q1	$9.35M	Buy	113,779 +3,472	+3%	+$296K	1.79%	24
2023 Q4	$9.09M	Buy	110,307 +106,701	+2,959%	+$8.13M	1.73%	26
2023 Q3	$283K	Buy	3,606 +3	+0.1%	+$251	0.06%	121
2023 Q2	$317K	Buy	+3,603	New	+$310K	0.07%	113
2022 Q2	–	Sell	-2,424	Closed	-$269K	–	144
2022 Q1	$269K	Buy	+2,424	New	+$256K	0.06%	129

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MDT Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Medtronic (MDT) stake by 8.3% in Q2 2026, selling an estimated $945K and leaving 130,036 shares worth $10.2M. The position accounts for 1.55% of the portfolio, ranked #27.

Allen Mooney & Barnes Investment Advisors first reported a position in MDT in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.4M in Q4 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 130,036 shares of Medtronic worth $10.2M as of Q2 2026.
Allen Mooney & Barnes Investment Advisors sold 11,716 Medtronic shares in Q2 2026, an estimated $945K.
Medtronic made up 1.55% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #27 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Medtronic in Q1 2022 and has held it in 14 quarters since.
Allen Mooney & Barnes Investment Advisors's Medtronic position peaked at $13.4M in Q4 2025.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.