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Beacon Pointe Advisors’s Medtronic MDT Stock Holding History

Beacon Pointe 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 		$2.06M Sell
26,375
-7,447
-22% -$601K 0.01% 754
2026
Q1 		$2.93M Buy
33,822
+11,565
+52% +$1.11M 0.02% 623
2025
Q4 		$2.14M Buy
22,257
+5,634
+34% +$547K 0.02% 587
2025
Q3 		$1.58M Sell
16,623
-961
-5% -$88.3K 0.01% 602
2025
Q2 		$1.53M Sell
17,584
-84,044
-83% -$7.13M 0.02% 544
2025
Q1 		$9.13M Buy
101,628
+81,272
+399% +$7.27M 0.1% 185
2024
Q4 		$1.63M Buy
20,356
+3,589
+21% +$311K 0.02% 506
2024
Q3 		$1.51M Sell
16,767
-23,379
-58% -$1.97M 0.02% 529
2024
Q2 		$3.16M Sell
40,146
-9,260
-19% -$759K 0.04% 378
2024
Q1 		$4.31M Sell
49,406
-8,697
-15% -$742K 0.05% 324
2023
Q4 		$4.79M Sell
58,103
-90,707
-61% -$6.91M 0.06% 296
2023
Q3 		$11.7M Buy
148,810
+83,053
+126% +$6.95M 0.15% 148
2023
Q2 		$5.79M Buy
65,757
+125
+0.2% +$10.8K 0.09% 193
2023
Q1 		$5.29M Buy
65,632
+2,920
+5% +$238K 0.09% 204
2022
Q4 		$4.87M Sell
62,712
-39,887
-39% -$3.23M 0.09% 197
2022
Q3 		$8.29M Sell
102,599
-8,647
-8% -$777K 0.19% 126
2022
Q2 		$9.98M Sell
111,246
-90,430
-45% -$9.16M 0.21% 111
2022
Q1 		$22.4M Buy
201,676
+168,777
+513% +$17.8M 0.31% 76
2021
Q4 		$3.4M Sell
32,899
-73,506
-69% -$8.51M 0.09% 183
2021
Q3 		$13.3M Buy
106,405
+79,056
+289% +$10.2M 0.33% 79
2021
Q2 		$3.4M Buy
27,349
+16,273
+147% +$2.04M 0.12% 159
2021
Q1 		$1.31M Buy
11,076
+5,816
+111% +$682K 0.08% 180
2020
Q4 		$616K Buy
5,260
+1,438
+38% +$158K 0.04% 247
2020
Q3 		$397K Sell
3,822
-267
-7% -$26.8K 0.04% 257
2020
Q2 		$373K Buy
4,089
+1,480
+57% +$142K 0.04% 273
2020
Q1 		$234K Buy
2,609
+690
+36% +$73.4K 0.04% 258
2019
Q4 		$219K Buy
+1,919
New +$211K 0.07% 205
2019
Q2 		– Sell
-7,287
Closed -$664K – 212
2019
Q1 		$664K Buy
+7,287
New +$652K 0.25% 100

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 Pointe Advisors's MDT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Medtronic (MDT) stake by 22% in Q2 2026, selling an estimated $601K and leaving 26,375 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #754.

Beacon Pointe Advisors first reported a position in MDT in Q1 2019 and has held it in 28 quarters since. The position peaked at $22.4M in Q1 2022. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beacon Pointe Advisors held 26,375 shares of Medtronic worth $2.06M as of Q2 2026.
  • Beacon Pointe Advisors sold 7,447 Medtronic shares in Q2 2026, an estimated $601K.
  • Medtronic made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #754 holding.
  • Beacon Pointe Advisors first reported a position in Medtronic in Q1 2019 and has held it in 28 quarters since.
  • Beacon Pointe Advisors's Medtronic position peaked at $22.4M in Q1 2022.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.