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Bell Investment Advisors’s Medtronic MDT Stock Holding History

Bell 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 		$69K Buy
883
+432
+96% +$34.9K 0.01% 223
2026
Q1 		$39K Sell
451
-70
-13% -$6.71K 0.01% 298
2025
Q4 		$50K Buy
521
+6
+1% +$583 0.01% 257
2025
Q3 		$49K Sell
515
-5
-1% -$460 0.01% 245
2025
Q2 		$45.3K Sell
520
-228
-30% -$19.3K 0.01% 264
2025
Q1 		$67.2K Buy
748
+243
+48% +$21.7K 0.01% 187
2024
Q4 		$40.3K Sell
505
-184
-27% -$15.9K 0.01% 249
2024
Q3 		$62K Sell
689
-82
-11% -$6.9K 0.01% 198
2024
Q2 		$60.7K Buy
771
+71
+10% +$5.82K 0.01% 190
2024
Q1 		$61K Sell
700
-226
-24% -$19.3K 0.01% 184
2023
Q4 		$76.3K Buy
926
+117
+14% +$8.92K 0.02% 155
2023
Q3 		$63.4K Sell
809
-153
-16% -$12.8K 0.01% 159
2023
Q2 		$84.7K Sell
962
-122
-11% -$10.5K 0.02% 126
2023
Q1 		$87.4K Buy
1,084
+323
+42% +$26.3K 0.02% 111
2022
Q4 		$59.1K Sell
761
-95
-11% -$7.7K 0.01% 148
2022
Q3 		$69K Buy
856
+277
+48% +$24.9K 0.02% 101
2022
Q2 		$52K Buy
+579
New +$58.7K 0.02% 134
2021
Q4 		$50K Sell
480
-205
-30% -$23.7K 0.01% 158
2021
Q3 		$86K Buy
+685
New +$88.7K 0.03% 102

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

Bell Investment Advisors's MDT Position: Q2 2026 in Review

Bell Investment Advisors increased its Medtronic (MDT) stake by 96% in Q2 2026, buying an estimated $34.9K and bringing the position to 883 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #223.

Bell Investment Advisors first reported a position in MDT in Q3 2021 and has held it in 19 quarters since. The position peaked at $87.4K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Bell Investment Advisors held 883 shares of Medtronic worth $69K as of Q2 2026.
  • Bell Investment Advisors bought 432 Medtronic shares in Q2 2026, an estimated $34.9K.
  • Medtronic made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #223 holding.
  • Bell Investment Advisors first reported a position in Medtronic in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Medtronic position peaked at $87.4K in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.