AIA
MDT icon

AssuredPartners Investment Advisors’s Medtronic MDT Stock Holding History

AssuredPartners Investment 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 		$369K Sell
4,716
-1,419
-23% -$114K 0.04% 308
2026
Q1 		$529K Sell
6,135
-2,072
-25% -$198K 0.06% 243
2025
Q4 		$788K Buy
8,207
+5,506
+204% +$535K 0.12% 164
2025
Q3 		$257K Buy
+2,701
New +$248K 0.06% 224
2025
Q2 		– Sell
-11,555
Closed -$1.04M – 300
2025
Q1 		$1.04M Buy
11,555
+34
+0.3% +$3.04K 0.2% 123
2024
Q4 		$920K Buy
+11,521
New +$997K 0.18% 129

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's MDT Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Medtronic (MDT) stake by 23% in Q2 2026, selling an estimated $114K and leaving 4,716 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #308.

AssuredPartners Investment Advisors first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • AssuredPartners Investment Advisors held 4,716 shares of Medtronic worth $369K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 1,419 Medtronic shares in Q2 2026, an estimated $114K.
  • Medtronic made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #308 holding.
  • AssuredPartners Investment Advisors first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's Medtronic position peaked at $1.04M in Q1 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.