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Beacon Financial Advisory’s Medtronic MDT Stock Holding History

Beacon Financial Advisory’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 		$760K Sell
9,721
-167
-2% -$13.5K 0.15% 182
2026
Q1 		$857K Hold
9,888
– – 0.19% 145
2025
Q4 		$950K Sell
9,888
-400
-4% -$38.9K 0.22% 121
2025
Q3 		$980K Buy
10,288
+11
+0.1% +$1.01K 0.23% 116
2025
Q2 		$896K Hold
10,277
– – 0.23% 120
2025
Q1 		$923K Buy
10,277
+1,021
+11% +$91.4K 0.28% 102
2024
Q4 		$739K Buy
9,256
+520
+6% +$45K 0.24% 117
2024
Q3 		$787K Sell
8,736
-21
-0.2% -$1.77K 0.27% 107
2024
Q2 		$689K Buy
8,757
+1,383
+19% +$113K 0.26% 116
2024
Q1 		$643K Buy
7,374
+1,932
+36% +$165K 0.31% 99
2023
Q4 		$448K Sell
5,442
-1,324
-20% -$101K 0.22% 132
2023
Q3 		$530K Buy
6,766
+218
+3% +$18.2K 0.29% 104
2023
Q2 		$577K Buy
6,548
+462
+8% +$39.8K 0.33% 97
2023
Q1 		$491K Buy
6,086
+506
+9% +$41.2K 0.31% 108
2022
Q4 		$434K Buy
5,580
+706
+14% +$57.2K 0.31% 108
2022
Q3 		$394K Sell
4,874
-94
-2% -$8.45K 0.28% 116
2022
Q2 		$446K Buy
4,968
+205
+4% +$20.8K 0.25% 130
2022
Q1 		$528K Buy
4,763
+496
+12% +$52.4K 0.25% 121
2021
Q4 		$441K Sell
4,267
-34
-0.8% -$3.94K 0.2% 142
2021
Q3 		$539K Hold
4,301
– – 0.28% 115
2021
Q2 		$534K Sell
4,301
-300
-7% -$37.7K 0.29% 116
2021
Q1 		$544K Buy
4,601
+459
+11% +$53.8K 0.31% 107
2020
Q4 		$485K Buy
4,142
+230
+6% +$25.3K 0.32% 101
2020
Q3 		$406K Buy
+3,912
New +$393K 0.35% 98

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

Beacon Financial Advisory's MDT Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Medtronic (MDT) stake by 1.7% in Q2 2026, selling an estimated $13.5K and leaving 9,721 shares worth $760K. The position accounts for 0.15% of the portfolio, ranked #182.

Beacon Financial Advisory first reported a position in MDT in Q3 2020 and has held it in 24 quarters since. The position peaked at $980K in Q3 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beacon Financial Advisory held 9,721 shares of Medtronic worth $760K as of Q2 2026.
  • Beacon Financial Advisory sold 167 Medtronic shares in Q2 2026, an estimated $13.5K.
  • Medtronic made up 0.15% of Beacon Financial Advisory's portfolio in Q2 2026, its #182 holding.
  • Beacon Financial Advisory first reported a position in Medtronic in Q3 2020 and has held it in 24 quarters since.
  • Beacon Financial Advisory's Medtronic position peaked at $980K in Q3 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.