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Appleton Partners’s Medtronic MDT Stock Holding History

Appleton Partners’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 		$2.43M Sell
31,102
-884
-3% -$71.3K 0.15% 103
2026
Q1 		$2.77M Sell
31,986
-214
-0.7% -$20.5K 0.19% 99
2025
Q4 		$3.09M Sell
32,200
-693
-2% -$67.3K 0.2% 97
2025
Q3 		$3.13M Buy
32,893
+91
+0.3% +$8.37K 0.21% 96
2025
Q2 		$2.86M Sell
32,802
-2,092
-6% -$177K 0.2% 100
2025
Q1 		$3.14M Buy
34,894
+1,590
+5% +$142K 0.24% 89
2024
Q4 		$2.66M Sell
33,304
-898
-3% -$77.7K 0.2% 98
2024
Q3 		$3.08M Sell
34,202
-1,665
-5% -$140K 0.23% 92
2024
Q2 		$2.82M Sell
35,867
-1,443
-4% -$118K 0.22% 91
2024
Q1 		$3.25M Sell
37,310
-9,228
-20% -$788K 0.25% 91
2023
Q4 		$3.83M Sell
46,538
-1,596
-3% -$122K 0.31% 82
2023
Q3 		$3.77M Sell
48,134
-970
-2% -$81.2K 0.34% 78
2023
Q2 		$4.33M Sell
49,104
-6,366
-11% -$548K 0.37% 75
2023
Q1 		$4.47M Sell
55,470
-5,581
-9% -$455K 0.4% 67
2022
Q4 		$4.75M Sell
61,051
-15,552
-20% -$1.26M 0.45% 64
2022
Q3 		$6.19M Sell
76,603
-315
-0.4% -$28.3K 0.62% 43
2022
Q2 		$6.9M Buy
76,918
+242
+0.3% +$24.5K 0.65% 44
2022
Q1 		$8.51M Sell
76,676
-1,827
-2% -$193K 0.7% 41
2021
Q4 		$8.12M Sell
78,503
-1,271
-2% -$147K 0.61% 50
2021
Q3 		$10M Buy
79,774
+354
+0.4% +$45.8K 0.83% 35
2021
Q2 		$9.86M Sell
79,420
-826
-1% -$104K 0.84% 33
2021
Q1 		$9.48M Sell
80,246
-1,082
-1% -$127K 0.88% 32
2020
Q4 		$9.53M Sell
81,328
-307
-0.4% -$33.8K 0.94% 31
2020
Q3 		$8.48M Buy
81,635
+593
+0.7% +$59.6K 0.94% 30
2020
Q2 		$7.43M Sell
81,042
-405
-0.5% -$38.8K 0.89% 30
2020
Q1 		$7.34M Buy
81,447
+672
+0.8% +$71.5K 1.02% 29
2019
Q4 		$9.16M Buy
80,775
+1,264
+2% +$139K 1.01% 29
2019
Q3 		$8.64M Buy
79,511
+291
+0.4% +$30.4K 1.04% 26
2019
Q2 		$7.71M Buy
79,220
+1,090
+1% +$99.5K 0.95% 30
2019
Q1 		$7.12M Buy
78,130
+173
+0.2% +$15.5K 0.94% 30
2018
Q4 		$7.09M Buy
77,957
+1,762
+2% +$165K 1.06% 23
2018
Q3 		$7.5M Buy
76,195
+1,084
+1% +$100K 1% 29
2018
Q2 		$6.43M Buy
75,111
+1,462
+2% +$122K 0.92% 30
2018
Q1 		$5.91M Buy
73,649
+555
+0.8% +$45.8K 0.9% 32
2017
Q4 		$5.9M Sell
73,094
-1,911
-3% -$153K 0.92% 30
2017
Q3 		$5.83M Sell
75,005
-5,140
-6% -$427K 0.98% 28
2017
Q2 		$7.11M Buy
80,145
+5,497
+7% +$464K 1.2% 17
2017
Q1 		$6.01M Sell
74,648
-14,337
-16% -$1.12M 1.11% 23
2016
Q4 		$6.34M Sell
88,985
-4,297
-5% -$338K 1.28% 23
2016
Q3 		$8.06M Buy
93,282
+2,906
+3% +$253K 1.52% 15
2016
Q2 		$7.84M Buy
90,376
+561
+0.6% +$45.4K 1.6% 17
2016
Q1 		$6.74M Buy
89,815
+6,402
+8% +$482K 1.33% 25
2015
Q4 		$6.42M Buy
83,413
+16,607
+25% +$1.25M 1.27% 27
2015
Q3 		$4.47M Buy
66,806
+11,130
+20% +$820K 1.02% 34
2015
Q2 		$4.13M Buy
55,676
+8,532
+18% +$652K 0.92% 38
2015
Q1 		$3.68M Buy
47,144
+39,926
+553% +$3.03M 0.83% 43
2014
Q4 		$521K Buy
7,218
+3,211
+80% +$223K 0.12% 117
2014
Q3 		$248K Buy
4,007
+600
+18% +$38.1K 0.06% 162
2014
Q2 		$217K Buy
+3,407
New +$207K 0.05% 168

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Appleton Partners's MDT Position: Q2 2026 in Review

Appleton Partners reduced its Medtronic (MDT) stake by 2.8% in Q2 2026, selling an estimated $71.3K and leaving 31,102 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #103.

Appleton Partners first reported a position in MDT in Q2 2014 and has held it in 49 quarters since. The position peaked at $10M in Q3 2021. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Appleton Partners held 31,102 shares of Medtronic worth $2.43M as of Q2 2026.
  • Appleton Partners sold 884 Medtronic shares in Q2 2026, an estimated $71.3K.
  • Medtronic made up 0.15% of Appleton Partners's portfolio in Q2 2026, its #103 holding.
  • Appleton Partners first reported a position in Medtronic in Q2 2014 and has held it in 49 quarters since.
  • Appleton Partners's Medtronic position peaked at $10M in Q3 2021.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.