Barrett & Company’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.5K Buy
+275
New +$22.2K 0.01% 422
2025
Q3
Sell
-249
Closed -$21.7K 651
2025
Q2
$21.7K Buy
+249
New +$21.1K 0.01% 402
2023
Q4
Sell
-149
Closed -$11.7K 630
2023
Q3
$11.7K Buy
+149
New +$12.5K 0.01% 404

Other funds holding MDT

Barrett & Company's MDT Position: Q2 2026 in Review

Barrett & Company opened a new position in Medtronic (MDT) in Q2 2026: 275 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: Barrett & Company previously reported a position in MDT as recently as Q2 2025.

Barrett & Company first reported a position in MDT in Q3 2023 and has held it in 3 quarters since. The position peaked at $21.7K in Q2 2025. 2,141 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Barrett & Company held 275 shares of Medtronic worth $21.5K as of Q2 2026.
  • Medtronic was a new Barrett & Company position in Q2 2026.
  • Medtronic made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #422 holding.
  • Barrett & Company first reported a position in Medtronic in Q3 2023 and has held it in 3 quarters since.
  • Barrett & Company's Medtronic position peaked at $21.7K in Q2 2025.
  • 2,141 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.