Athena Investment Management’s Medtronic MDT Stock Holding History

Athena 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	$368K	Sell	4,709 -749	-14%	-$60.4K	0.22%	95
2026 Q1	$473K	Hold	5,458	–	–	0.25%	95
2025 Q4	$524K	Hold	5,458	–	–	0.27%	88
2025 Q3	$520K	Hold	5,458	–	–	0.27%	89
2025 Q2	$476K	Hold	5,458	–	–	0.27%	91
2025 Q1	$490K	Sell	5,458 -30	-0.5%	-$2.68K	0.3%	80
2024 Q4	$438K	Hold	5,488	–	–	0.25%	93
2024 Q3	$494K	Hold	5,488	–	–	0.28%	82
2024 Q2	$432K	Hold	5,488	–	–	0.26%	89
2024 Q1	$478K	Hold	5,488	–	–	0.29%	80
2023 Q4	$452K	Hold	5,488	–	–	0.29%	79
2023 Q3	$430K	Hold	5,488	–	–	0.31%	75
2023 Q2	$483K	Hold	5,488	–	–	0.33%	70
2023 Q1	$442K	Buy	5,488 +148	+3%	+$12.1K	0.32%	72
2022 Q4	$415K	Sell	5,340 -148	-3%	-$12K	0.3%	78
2022 Q3	$443K	Hold	5,488	–	–	0.37%	64
2022 Q2	$493K	Hold	5,488	–	–	0.39%	57
2022 Q1	$610K	Buy	+5,488	New	+$580K	0.47%	53

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

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

Athena Investment Management reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $60.4K and leaving 4,709 shares worth $368K. The position accounts for 0.22% of the portfolio, ranked #95.

Athena Investment Management first reported a position in MDT in Q1 2022 and has held it in 18 quarters since. The position peaked at $610K in Q1 2022. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Athena Investment Management held 4,709 shares of Medtronic worth $368K as of Q2 2026.
Athena Investment Management sold 749 Medtronic shares in Q2 2026, an estimated $60.4K.
Medtronic made up 0.22% of Athena Investment Management's portfolio in Q2 2026, its #95 holding.
Athena Investment Management first reported a position in Medtronic in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Medtronic position peaked at $610K in Q1 2022.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.