Aspen Investment Management’s Medtronic MDT Stock Holding History

Aspen Investment Management’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	$382K	Sell	4,889 -1,645	-25%	-$133K	0.1%	152
2026 Q1	$566K	Sell	6,534 -125	-2%	-$12K	0.17%	122
2025 Q4	$640K	Buy	6,659 +2,670	+67%	+$259K	0.19%	112
2025 Q3	$380K	Sell	3,989 -45	-1%	-$4.14K	0.15%	121
2025 Q2	$352K	Sell	4,034 -49	-1%	-$4.16K	0.15%	123
2025 Q1	$367K	Sell	4,083 -34	-0.8%	-$3.04K	0.17%	118
2024 Q4	$329K	Sell	4,117 -97	-2%	-$8.4K	0.15%	121
2024 Q3	$379K	Sell	4,214 -200	-5%	-$16.8K	0.18%	114
2024 Q2	$347K	Sell	4,414 -230	-5%	-$18.9K	0.17%	116
2024 Q1	$405K	Sell	4,644 -250	-5%	-$21.3K	0.21%	116
2023 Q4	$403K	Sell	4,894 -625	-11%	-$47.6K	0.23%	100
2023 Q3	$432K	Sell	5,519 -200	-3%	-$16.7K	0.26%	94
2023 Q2	$504K	Hold	5,719	–	–	0.3%	88
2023 Q1	$461K	Sell	5,719 -342	-6%	-$27.9K	0.29%	87
2022 Q4	$471K	Sell	6,061 -875	-13%	-$70.9K	0.31%	92
2022 Q3	$560K	Sell	6,936 -188	-3%	-$16.9K	0.37%	84
2022 Q2	$639K	Hold	7,124	–	–	0.4%	82
2022 Q1	$790K	Sell	7,124 -498	-7%	-$52.6K	0.41%	81
2021 Q4	$788K	Hold	7,622	–	–	0.39%	86
2021 Q3	$955K	Buy	7,622 +100	+1%	+$12.9K	0.51%	66
2021 Q2	$934K	Buy	7,522 +50	+0.7%	+$6.28K	0.49%	75
2021 Q1	$883K	Sell	7,472 -40	-0.5%	-$4.69K	0.49%	73
2020 Q4	$880K	Sell	7,512 -50	-0.7%	-$5.5K	0.52%	68
2020 Q3	$786K	Buy	7,562 +125	+2%	+$12.6K	0.52%	65
2020 Q2	$682K	Sell	7,437 -230	-3%	-$22.1K	0.49%	67
2020 Q1	$691K	Buy	7,667 +200	+3%	+$21.3K	0.6%	53
2019 Q4	$847K	Sell	7,467 -150	-2%	-$16.5K	0.53%	66
2019 Q3	$827K	Hold	7,617	–	–	0.55%	64
2019 Q2	$742K	Hold	7,617	–	–	0.49%	71
2019 Q1	$694K	Hold	7,617	–	–	0.48%	69
2018 Q4	$693K	Hold	7,617	–	–	0.56%	60
2018 Q3	$749K	Sell	7,617 -20	-0.3%	-$1.85K	0.5%	64
2018 Q2	$654K	Buy	7,637 +485	+7%	+$40.5K	0.45%	68
2018 Q1	$574K	Hold	7,152	–	–	0.41%	76
2017 Q4	$578K	Hold	7,152	–	–	0.41%	74
2017 Q3	$556K	Hold	7,152	–	–	0.41%	70
2017 Q2	$635K	Hold	7,152	–	–	0.48%	58
2017 Q1	$576K	Sell	7,152 -144	-2%	-$11.2K	0.43%	62
2016 Q4	$520K	Hold	7,296	–	–	0.39%	66
2016 Q3	$630K	Buy	7,296 +35	+0.5%	+$3.05K	0.5%	51
2016 Q2	$630K	Buy	7,261 +1,250	+21%	+$101K	0.52%	48
2016 Q1	$451K	Hold	6,011	–	–	0.41%	61
2015 Q4	$462K	Hold	6,011	–	–	0.46%	62
2015 Q3	$402K	Sell	6,011 -500	-8%	-$36.8K	0.39%	69
2015 Q2	$482K	Sell	6,511 -500	-7%	-$38.2K	0.4%	66
2015 Q1	$547K	Buy	7,011 +156	+2%	+$11.8K	0.44%	61
2014 Q4	$495K	Sell	6,855 -25	-0.4%	-$1.74K	0.42%	70
2014 Q3	$426K	Sell	6,880 -1,690	-20%	-$107K	0.36%	74
2014 Q2	$546K	Buy	8,570 +480	+6%	+$29.2K	0.33%	84
2014 Q1	$498K	Hold	8,090	–	–	0.32%	83
2013 Q4	$464K	Buy	8,090 +170	+2%	+$9.64K	0.31%	91
2013 Q3	$422K	Hold	7,920	–	–	0.3%	85
2013 Q2	$408K	Buy	+7,920	New	+$391K	0.28%	85

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

Aspen Investment Management's MDT Position: Q2 2026 in Review

Aspen Investment Management reduced its Medtronic (MDT) stake by 25% in Q2 2026, selling an estimated $133K and leaving 4,889 shares worth $382K. The position accounts for 0.1% of the portfolio, ranked #152.

Aspen Investment Management first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $955K in Q3 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Aspen Investment Management held 4,889 shares of Medtronic worth $382K as of Q2 2026.
Aspen Investment Management sold 1,645 Medtronic shares in Q2 2026, an estimated $133K.
Medtronic made up 0.1% of Aspen Investment Management's portfolio in Q2 2026, its #152 holding.
Aspen Investment Management first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
Aspen Investment Management's Medtronic position peaked at $955K in Q3 2021.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.