Avantra Family Wealth’s Medtronic MDT Stock Holding History

Avantra Family Wealth’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	$788K	Sell	10,067 -575	-5%	-$46.4K	0.5%	57
2026 Q1	$922K	Buy	10,642 +187	+2%	+$17.9K	0.69%	44
2025 Q4	$1M	Buy	10,455 +226	+2%	+$22K	0.73%	43
2025 Q3	$974K	Buy	10,229 +1,149	+13%	+$106K	0.73%	40
2025 Q2	$792K	Sell	9,080 -1,803	-17%	-$153K	0.65%	43
2025 Q1	$978K	Buy	10,883 +682	+7%	+$61K	0.94%	32
2024 Q4	$815K	Buy	+10,201	New	+$883K	0.76%	39

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Avantra Family Wealth's MDT Position: Q2 2026 in Review

Avantra Family Wealth reduced its Medtronic (MDT) stake by 5.4% in Q2 2026, selling an estimated $46.4K and leaving 10,067 shares worth $788K. The position accounts for 0.5% of the portfolio, ranked #57.

Avantra Family Wealth first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Avantra Family Wealth held 10,067 shares of Medtronic worth $788K as of Q2 2026.
Avantra Family Wealth sold 575 Medtronic shares in Q2 2026, an estimated $46.4K.
Medtronic made up 0.5% of Avantra Family Wealth's portfolio in Q2 2026, its #57 holding.
Avantra Family Wealth first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's Medtronic position peaked at $1M in Q4 2025.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.