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Aspect Partners’s Medtronic MDT Stock Holding History

Aspect 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 		$1.41K Sell
18
-44
-71% -$3.55K ﹤0.01% 541
2026
Q1 		$5.37K Hold
62
– – ﹤0.01% 350
2025
Q4 		$5.96K Buy
62
+16
+35% +$1.55K ﹤0.01% 351
2025
Q3 		$4.38K Sell
46
-129
-74% -$11.9K ﹤0.01% 436
2025
Q2 		$15.3K Buy
175
+145
+483% +$12.3K 0.01% 242
2025
Q1 		$2.7K Hold
30
– – ﹤0.01% 420
2024
Q4 		$2.4K Hold
30
– – ﹤0.01% 460
2024
Q3 		$2.7K Hold
30
– – ﹤0.01% 418
2024
Q2 		$2.36K Hold
30
– – ﹤0.01% 448
2024
Q1 		$2.62K Hold
30
– – ﹤0.01% 428
2023
Q4 		$2.47K Buy
+30
New +$2.29K ﹤0.01% 416

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Aspect Partners's MDT Position: Q2 2026 in Review

Aspect Partners reduced its Medtronic (MDT) stake by 71% in Q2 2026, selling an estimated $3.55K and leaving 18 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Aspect Partners first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.3K in Q2 2025. 597 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Aspect Partners held 18 shares of Medtronic worth $1.41K as of Q2 2026.
  • Aspect Partners sold 44 Medtronic shares in Q2 2026, an estimated $3.55K.
  • Medtronic made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #541 holding.
  • Aspect Partners first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Medtronic position peaked at $15.3K in Q2 2025.
  • 597 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.