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Annis Gardner Whiting Capital Advisors’s Medtronic MDT Stock Holding History

Annis Gardner Whiting Capital 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 		$1.16M Sell
14,742
-527
-3% -$42.5K 0.17% 103
2026
Q1 		$1.33M Buy
15,269
+4
+0% +$383 0.21% 79
2025
Q4 		$1.47M Buy
15,265
+3,650
+31% +$355K 0.28% 64
2025
Q3 		$1.11M Sell
11,615
-9
-0.1% -$827 0.23% 77
2025
Q2 		$1.02M Buy
11,624
+266
+2% +$22.6K 0.35% 61
2025
Q1 		$1.03M Sell
11,358
-81
-0.7% -$7.25K 0.43% 50
2024
Q4 		$921K Sell
11,439
-65
-0.6% -$5.63K 0.26% 74
2024
Q3 		$1.04M Buy
11,504
+344
+3% +$28.9K 0.29% 62
2024
Q2 		$886K Buy
11,160
+8,723
+358% +$715K 0.25% 75
2024
Q1 		$219K Buy
2,437
+27
+1% +$2.3K 0.08% 175
2023
Q4 		$200K Buy
2,410
+1,084
+82% +$82.6K 0.09% 153
2023
Q3 		$105K Buy
+1,326
New +$111K 0.06% 201

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's MDT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Medtronic (MDT) stake by 3.5% in Q2 2026, selling an estimated $42.5K and leaving 14,742 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #103.

Annis Gardner Whiting Capital Advisors first reported a position in MDT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 14,742 shares of Medtronic worth $1.16M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 527 Medtronic shares in Q2 2026, an estimated $42.5K.
  • Medtronic made up 0.17% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #103 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Medtronic in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Medtronic position peaked at $1.47M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.