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Balanced Rock Investment Advisors’s Medtronic MDT Stock Holding History

Balanced Rock 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 		$262K Sell
3,346
-481
-13% -$38.8K 0.16% 90
2026
Q1 		$332K Sell
3,827
-51
-1% -$4.89K 0.23% 76
2025
Q4 		$373K Sell
3,878
-270
-7% -$26.2K 0.26% 72
2025
Q3 		$395K Sell
4,148
-246
-6% -$22.6K 0.29% 70
2025
Q2 		$383K Sell
4,394
-48
-1% -$4.07K 0.3% 70
2025
Q1 		$399K Sell
4,442
-144
-3% -$12.9K 0.32% 61
2024
Q4 		$366K Sell
4,586
-623
-12% -$53.9K 0.29% 64
2024
Q3 		$469K Sell
5,209
-44
-0.8% -$3.7K 0.37% 54
2024
Q2 		$413K Sell
5,253
-121
-2% -$9.92K 0.35% 60
2024
Q1 		$468K Sell
5,374
-665
-11% -$56.8K 0.4% 54
2023
Q4 		$497K Buy
+6,039
New +$460K 0.44% 58

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 $3.37T AUM 44.26% 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

Balanced Rock Investment Advisors's MDT Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $38.8K and leaving 3,346 shares worth $262K. The position accounts for 0.16% of the portfolio, ranked #90.

Balanced Rock Investment Advisors first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $497K in Q4 2023. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Balanced Rock Investment Advisors held 3,346 shares of Medtronic worth $262K as of Q2 2026.
  • Balanced Rock Investment Advisors sold 481 Medtronic shares in Q2 2026, an estimated $38.8K.
  • Medtronic made up 0.16% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Balanced Rock Investment Advisors first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Balanced Rock Investment Advisors's Medtronic position peaked at $497K in Q4 2023.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.