Alpha Family Trust’s Medtronic MDT Stock Holding History

Alpha Family Trust’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	–	Sell	-3,620	Closed	-$314K	–	214
2026 Q1	$314K	Hold	3,620	–	–	0.15%	131
2025 Q4	$348K	Hold	3,620	–	–	0.16%	112
2025 Q3	$345K	Hold	3,620	–	–	0.16%	112
2025 Q2	$316K	Hold	3,620	–	–	0.16%	124
2025 Q1	$325K	Hold	3,620	–	–	0.19%	108
2024 Q4	$289K	Hold	3,620	–	–	0.16%	108
2024 Q3	$326K	Hold	3,620	–	–	0.18%	95
2024 Q2	$285K	Hold	3,620	–	–	0.17%	108
2024 Q1	$315K	Hold	3,620	–	–	0.19%	98
2023 Q4	$298K	Hold	3,620	–	–	0.2%	94
2023 Q3	$284K	Buy	3,620 +300	+9%	+$25.1K	0.22%	89
2023 Q2	$292K	Hold	3,320	–	–	0.2%	81
2023 Q1	$268K	Buy	+3,320	New	+$271K	0.21%	90

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 $3.38T AUM 44.17% 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

Alpha Family Trust's MDT Position: Q2 2026 in Review

Alpha Family Trust sold out of Medtronic (MDT) in Q2 2026, closing a stake of 3,620 shares — an estimated $314K sold.

Alpha Family Trust first reported a position in MDT in Q1 2023 and held it in 13 quarters. The position peaked at $348K in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Alpha Family Trust reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Alpha Family Trust sold 3,620 Medtronic shares in Q2 2026, an estimated $314K.
Alpha Family Trust first reported a position in Medtronic in Q1 2023 and held it in 13 quarters.
Alpha Family Trust's Medtronic position peaked at $348K in Q4 2025.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.