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Beacon Investment Advisors’s Medtronic MDT Stock Holding History

Beacon Investment 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 		$632K Sell
8,084
-367
-4% -$29.6K 0.2% 105
2026
Q1 		$732K Sell
8,451
-220
-3% -$21.1K 0.28% 81
2025
Q4 		$833K Sell
8,671
-49
-0.6% -$4.76K 0.33% 78
2025
Q3 		$831K Sell
8,720
-41
-0.5% -$3.77K 0.34% 80
2025
Q2 		$754K Buy
8,761
+31
+0.4% +$2.63K 0.33% 79
2025
Q1 		$785K Sell
8,730
-18
-0.2% -$1.61K 0.37% 75
2024
Q4 		$699K Buy
8,748
+30
+0.3% +$2.6K 0.33% 77
2024
Q3 		$785K Buy
8,718
+13
+0.1% +$1.09K 0.37% 75
2024
Q2 		$685K Sell
8,705
-330
-4% -$27.1K 0.35% 77
2024
Q1 		$787K Buy
9,035
+80
+0.9% +$6.83K 0.45% 61
2023
Q4 		$738K Buy
8,955
+37
+0.4% +$2.82K 0.47% 61
2023
Q3 		$699K Buy
8,918
+33
+0.4% +$2.76K 0.49% 58
2023
Q2 		$783K Sell
8,885
-273
-3% -$23.5K 0.53% 55
2023
Q1 		$738K Buy
9,158
+156
+2% +$12.7K 0.54% 60
2022
Q4 		$700K Buy
+9,002
New +$730K 0.58% 56

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 Investment Advisors's MDT Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Medtronic (MDT) stake by 4.3% in Q2 2026, selling an estimated $29.6K and leaving 8,084 shares worth $632K. The position accounts for 0.2% of the portfolio, ranked #105.

Beacon Investment Advisors first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $833K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beacon Investment Advisors held 8,084 shares of Medtronic worth $632K as of Q2 2026.
  • Beacon Investment Advisors sold 367 Medtronic shares in Q2 2026, an estimated $29.6K.
  • Medtronic made up 0.2% of Beacon Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • Beacon Investment Advisors first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Medtronic position peaked at $833K in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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