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Beacon Investment Advisory Services’s Medtronic MDT Stock Holding History

Beacon Investment Advisory Services’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 		$5.99M Buy
76,632
+75,767
+8,759% +$6.11M 0.22% 88
2026
Q1 		$75K Buy
+865
New +$82.9K ﹤0.01% 367
2020
Q4 		– Sell
-2,082
Closed -$216K – 280
2020
Q3 		$216K Buy
+2,082
New +$209K 0.01% 232

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 Advisory Services's MDT Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Medtronic (MDT) stake by 8,759% in Q2 2026, buying an estimated $6.11M and bringing the position to 76,632 shares worth $5.99M. The position accounts for 0.22% of the portfolio, ranked #88.

Beacon Investment Advisory Services first reported a position in MDT in Q3 2020 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beacon Investment Advisory Services held 76,632 shares of Medtronic worth $5.99M as of Q2 2026.
  • Beacon Investment Advisory Services bought 75,767 Medtronic shares in Q2 2026, an estimated $6.11M.
  • Medtronic made up 0.22% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #88 holding.
  • Beacon Investment Advisory Services first reported a position in Medtronic in Q3 2020 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.