Bellevue Asset Management’s Medtronic MDT Stock Holding History

Bellevue Asset Management’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	$4.3K	Hold	55	–	–	﹤0.01%	366
2026 Q1	$4.76K	Hold	55	–	–	﹤0.01%	324
2025 Q4	$5.28K	Hold	55	–	–	﹤0.01%	340
2025 Q3	$5.24K	Hold	55	–	–	﹤0.01%	341
2025 Q2	$4.79K	Hold	55	–	–	﹤0.01%	344
2025 Q1	$4.94K	Hold	55	–	–	﹤0.01%	327
2024 Q4	$4.39K	Buy	+55	New	+$4.76K	﹤0.01%	363
2021 Q2	–	Sell	-44	Closed	-$5K	–	628
2021 Q1	$5K	Hold	44	–	–	﹤0.01%	430
2020 Q4	$5K	Hold	44	–	–	﹤0.01%	428
2020 Q3	$5K	Hold	44	–	–	﹤0.01%	393
2020 Q2	$4K	Hold	44	–	–	﹤0.01%	428
2020 Q1	$4K	Buy	+44	New	+$4.68K	﹤0.01%	418

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bellevue Asset Management's MDT Position: Q2 2026 in Review

Bellevue Asset Management held its Medtronic (MDT) position steady in Q2 2026 at 55 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Bellevue Asset Management first reported a position in MDT in Q1 2020 and has held it in 12 quarters since. The position peaked at $5.28K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Bellevue Asset Management held 55 shares of Medtronic worth $4.3K as of Q2 2026.
Bellevue Asset Management left its Medtronic share count unchanged in Q2 2026.
Medtronic made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #366 holding.
Bellevue Asset Management first reported a position in Medtronic in Q1 2020 and has held it in 12 quarters since.
Bellevue Asset Management's Medtronic position peaked at $5.28K in Q4 2025.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.