Alta Advisers’s Medtronic MDT Stock Holding History

Alta Advisers’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	$390K	Hold	4,985	–	–	0.09%	109
2026 Q1	$432K	Hold	4,985	–	–	0.16%	96
2025 Q4	$479K	Sell	4,985 -1,300	-21%	-$126K	0.17%	90
2025 Q3	$599K	Hold	6,285	–	–	0.18%	93
2025 Q2	$548K	Hold	6,285	–	–	0.2%	96
2025 Q1	$565K	Buy	6,285 +2,100	+50%	+$188K	0.24%	86
2024 Q4	$334K	Buy	4,185 +685	+20%	+$59.3K	0.21%	94
2024 Q3	$315K	Hold	3,500	–	–	0.14%	85
2024 Q2	$275K	Hold	3,500	–	–	0.13%	91
2024 Q1	$305K	Hold	3,500	–	–	0.15%	82
2023 Q4	$288K	Hold	3,500	–	–	0.15%	79
2023 Q3	$274K	Hold	3,500	–	–	0.16%	75
2023 Q2	$308K	Hold	3,500	–	–	0.17%	70
2023 Q1	$282K	Hold	3,500	–	–	0.17%	73
2022 Q4	$272K	Hold	3,500	–	–	0.16%	76
2022 Q3	$283K	Buy	+3,500	New	+$315K	0.18%	63

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

Alta Advisers's MDT Position: Q2 2026 in Review

Alta Advisers held its Medtronic (MDT) position steady in Q2 2026 at 4,985 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #109.

Alta Advisers first reported a position in MDT in Q3 2022 and has held it in 16 quarters since. The position peaked at $599K in Q3 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Alta Advisers held 4,985 shares of Medtronic worth $390K as of Q2 2026.
Alta Advisers left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.09% of Alta Advisers's portfolio in Q2 2026, its #109 holding.
Alta Advisers first reported a position in Medtronic in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's Medtronic position peaked at $599K in Q3 2025.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.