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Beacon Harbor Wealth Advisors’s Medtronic MDT Stock Holding History

Beacon Harbor Wealth 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 		– Sell
-71,459
Closed -$6.19M – 81
2026
Q1 		$6.19M Buy
71,459
+2,508
+4% +$240K 1.3% 41
2025
Q4 		$6.62M Buy
+68,951
New +$6.7M 1.47% 30
2025
Q1 		– Sell
-32,001
Closed -$2.56M – 88
2024
Q4 		$2.56M Sell
32,001
-41,046
-56% -$3.55M 0.6% 48
2024
Q3 		$6.58M Buy
73,047
+1,587
+2% +$134K 1.56% 31
2024
Q2 		$5.63M Buy
71,460
+3,728
+6% +$306K 1.46% 37
2024
Q1 		$5.9M Buy
67,732
+669
+1% +$57.1K 1.56% 31
2023
Q4 		$5.53M Buy
67,063
+2,287
+4% +$174K 1.61% 29
2023
Q3 		$5.08M Buy
64,776
+1,253
+2% +$105K 1.69% 23
2023
Q2 		$5.6M Sell
63,523
-1,445
-2% -$124K 1.83% 16
2023
Q1 		$5.24M Buy
64,968
+7,524
+13% +$613K 1.83% 25
2022
Q4 		$4.46M Buy
+57,444
New +$4.66M 1.52% 30

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 Harbor Wealth Advisors's MDT Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 71,459 shares — an estimated $6.19M sold.

Beacon Harbor Wealth Advisors first reported a position in MDT in Q4 2022 and held it in 11 quarters. The position peaked at $6.62M in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beacon Harbor Wealth Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 71,459 Medtronic shares in Q2 2026, an estimated $6.19M.
  • Beacon Harbor Wealth Advisors first reported a position in Medtronic in Q4 2022 and held it in 11 quarters.
  • Beacon Harbor Wealth Advisors's Medtronic position peaked at $6.62M in Q4 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.