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Beacon Financial Group’s Medtronic MDT Stock Holding History

Beacon Financial Group’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 		$974K Buy
12,456
+253
+2% +$20.4K 0.09% 181
2026
Q1 		$1.06M Sell
12,203
-799
-6% -$76.5K 0.11% 162
2025
Q4 		$1.25M Sell
13,002
-1,457
-10% -$142K 0.12% 153
2025
Q3 		$1.38M Sell
14,459
-153
-1% -$14.1K 0.14% 154
2025
Q2 		$1.27M Buy
14,612
+363
+3% +$30.8K 0.13% 150
2025
Q1 		$1.28M Buy
14,249
+1,233
+9% +$110K 0.14% 142
2024
Q4 		$1.04M Sell
13,016
-2,712
-17% -$235K 0.11% 153
2024
Q3 		$1.42M Sell
15,728
-1,455
-8% -$122K 0.15% 140
2024
Q2 		$1.35M Sell
17,183
-543
-3% -$44.5K 0.15% 140
2024
Q1 		$1.54M Sell
17,726
-1,531
-8% -$131K 0.18% 127
2023
Q4 		$1.59M Buy
19,257
+3,022
+19% +$230K 0.19% 122
2023
Q3 		$1.32M Sell
16,235
-740
-4% -$61.9K 0.19% 117
2023
Q2 		$1.47M Sell
16,975
-598
-3% -$51.5K 0.2% 112
2023
Q1 		$1.41M Buy
17,573
+3,555
+25% +$290K 0.2% 113
2022
Q4 		$1.09M Sell
14,018
-282
-2% -$22.9K 0.15% 128
2022
Q3 		$1.18M Buy
14,300
+1,767
+14% +$159K 0.18% 118
2022
Q2 		$1.13M Sell
12,533
-318
-2% -$32.2K 0.17% 126
2022
Q1 		$1.44M Buy
12,851
+176
+1% +$18.6K 0.19% 118
2021
Q4 		$1.34M Buy
12,675
+3,266
+35% +$378K 0.17% 114
2021
Q3 		$1.19M Sell
9,409
-361
-4% -$46.7K 0.16% 121
2021
Q2 		$1.23M Sell
9,770
-1,169
-11% -$147K 0.17% 120
2021
Q1 		$1.3M Hold
10,939
– – 0.2% 111
2020
Q4 		$1.3M Sell
10,939
-1,744
-14% -$192K 0.2% 113
2020
Q3 		$1.32M Sell
12,683
-288
-2% -$28.9K 0.24% 105
2020
Q2 		$1.17M Buy
12,971
+10,055
+345% +$964K 0.23% 104
2020
Q1 		$268K Sell
2,916
-1,997
-41% -$212K 0.06% 160
2019
Q4 		$527K Hold
4,913
– – 0.07% 153
2019
Q3 		$527K Sell
4,913
-179
-4% -$18.7K 0.09% 139
2019
Q2 		$496K Sell
5,092
-218
-4% -$19.9K 0.08% 143
2019
Q1 		$484 Sell
5,310
-99
-2% -$8.86K 0.08% 135
2018
Q4 		$483K Buy
5,409
+1
+0% +$93 0.09% 131
2018
Q3 		$532K Sell
5,408
-68
-1% -$6.29K 0.09% 132
2018
Q2 		$469K Sell
5,476
-225
-4% -$18.8K 0.08% 140
2018
Q1 		$457K Buy
5,701
+2,302
+68% +$190K 0.08% 145
2017
Q4 		$274K Buy
3,399
+1
+0% +$80 0.05% 175
2017
Q3 		$264K Buy
3,398
+2
+0.1% +$166 0.05% 176
2017
Q2 		$301K Buy
3,396
+1
+0% +$84 0.06% 170
2017
Q1 		$274K Sell
3,395
-498
-13% -$38.9K 0.05% 168
2016
Q4 		$277K Buy
3,893
+501
+15% +$39.4K 0.06% 168
2016
Q3 		$290K Sell
3,392
-685
-17% -$59.7K 0.06% 162
2016
Q2 		$348K Buy
4,077
+501
+14% +$40.5K 0.08% 143
2016
Q1 		$269K Sell
3,576
-98
-3% -$7.38K 0.06% 156
2015
Q4 		$284K Hold
3,674
– – 0.07% 147
2015
Q3 		$244K Buy
3,674
+419
+13% +$30.9K 0.06% 148
2015
Q2 		$238K Sell
3,255
-150
-4% -$11.5K 0.05% 159
2015
Q1 		$268K Buy
3,405
+349
+11% +$26.5K 0.06% 151
2014
Q4 		$223K Sell
3,056
-53,086
-95% -$3.69M 0.05% 176
2014
Q3 		$3.51M Sell
56,142
-633
-1% -$40.2K 0.76% 45
2014
Q2 		$3.64M Buy
56,775
+2,016
+4% +$122K 0.8% 46
2014
Q1 		$3.31M Sell
54,759
-1,174
-2% -$68.4K 0.68% 44
2013
Q4 		$3.21M Buy
55,933
+483
+0.9% +$27.4K 0.62% 45
2013
Q3 		$2.94M Buy
+55,450
New +$2.98M 0.63% 46

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Beacon Financial Group increased its Medtronic (MDT) stake by 2.1% in Q2 2026, buying an estimated $20.4K and bringing the position to 12,456 shares worth $974K. The position accounts for 0.09% of the portfolio, ranked #181.

Beacon Financial Group first reported a position in MDT in Q3 2013 and has held it in 52 quarters since. The position peaked at $3.64M in Q2 2014. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beacon Financial Group held 12,456 shares of Medtronic worth $974K as of Q2 2026.
  • Beacon Financial Group bought 253 Medtronic shares in Q2 2026, an estimated $20.4K.
  • Medtronic made up 0.09% of Beacon Financial Group's portfolio in Q2 2026, its #181 holding.
  • Beacon Financial Group first reported a position in Medtronic in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's Medtronic position peaked at $3.64M in Q2 2014.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.