BankPlus Trust Department’s Medtronic MDT Stock Holding History

BankPlus Trust Department’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	$12.8K	Sell	164 -1,033	-86%	-$83.3K	﹤0.01%	377
2026 Q1	$104K	Buy	1,197 +988	+473%	+$94.6K	0.03%	221
2025 Q4	$20.1K	Hold	209	–	–	0.01%	325
2025 Q3	$19.9K	Hold	209	–	–	0.01%	320
2025 Q2	$18.2K	Sell	209 -55	-21%	-$4.66K	0.01%	311
2025 Q1	$23.7K	Hold	264	–	–	0.01%	291
2024 Q4	$21.1K	Buy	+264	New	+$22.9K	0.01%	292

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 $3.38T AUM 44.17% 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

BankPlus Trust Department's MDT Position: Q2 2026 in Review

BankPlus Trust Department reduced its Medtronic (MDT) stake by 86% in Q2 2026, selling an estimated $83.3K and leaving 164 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

BankPlus Trust Department first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q1 2026. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

BankPlus Trust Department held 164 shares of Medtronic worth $12.8K as of Q2 2026.
BankPlus Trust Department sold 1,033 Medtronic shares in Q2 2026, an estimated $83.3K.
Medtronic made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #377 holding.
BankPlus Trust Department first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Medtronic position peaked at $104K in Q1 2026.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.