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Benjamin Edwards Inc’s Medtronic MDT Stock Holding History

Benjamin Edwards Inc’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 		$19.8M Buy
253,015
+11,829
+5% +$954K 0.18% 148
2026
Q1 		$20.9M Buy
241,186
+3,832
+2% +$367K 0.21% 130
2025
Q4 		$22.8M Sell
237,354
-11,626
-5% -$1.13M 0.25% 108
2025
Q3 		$23.7M Buy
248,980
+4,274
+2% +$393K 0.27% 100
2025
Q2 		$21.3M Sell
244,706
-10,605
-4% -$899K 0.27% 96
2025
Q1 		$22.9M Buy
255,311
+14,840
+6% +$1.33M 0.32% 89
2024
Q4 		$19.2M Buy
240,471
+3,583
+2% +$310K 0.27% 99
2024
Q3 		$21.3M Buy
236,888
+228,651
+2,776% +$19.2M 0.31% 91
2024
Q2 		$648K Sell
8,237
-393
-5% -$32.2K 0.12% 177
2024
Q1 		$752K Sell
8,630
-1,988
-19% -$170K 0.15% 162
2023
Q4 		$875K Sell
10,618
-3,445
-24% -$263K 0.19% 142
2023
Q3 		$1.1M Buy
14,063
+666
+5% +$55.8K 0.26% 116
2023
Q2 		$1.18M Buy
13,397
+3,304
+33% +$284K 0.27% 106
2023
Q1 		$814K Sell
10,093
-341
-3% -$27.8K 0.2% 139
2022
Q4 		$811K Buy
10,434
+144
+1% +$11.7K 0.21% 138
2022
Q3 		$831K Buy
10,290
+722
+8% +$64.9K 0.25% 119
2022
Q2 		$859K Buy
9,568
+809
+9% +$82K 0.25% 118
2022
Q1 		$972K Sell
8,759
-1,279
-13% -$135K 0.28% 106
2021
Q4 		$1.04M Buy
10,038
+5,839
+139% +$676K 0.34% 89
2021
Q3 		$526K Buy
4,199
+793
+23% +$103K 0.32% 106
2021
Q2 		$423K Buy
3,406
+9
+0.3% +$1.13K 0.29% 115
2021
Q1 		$401K Buy
3,397
+453
+15% +$53.1K 0.3% 107
2020
Q4 		$345K Sell
2,944
-784
-21% -$86.3K 0.27% 112
2020
Q3 		$387K Sell
3,728
-320
-8% -$32.1K 0.32% 102
2020
Q2 		$371K Buy
4,048
+204
+5% +$19.6K 0.31% 104
2020
Q1 		$347K Buy
3,844
+3,700
+2,569% +$394K 0.36% 95
2019
Q4 		$16K Buy
144
+2
+1% +$219 0.03% 189
2019
Q3 		$15K Sell
142
-91
-39% -$9.49K 0.03% 187
2019
Q2 		$23K Buy
233
+12
+5% +$1.1K 0.06% 158
2019
Q1 		$20K Buy
+221
New +$19.8K 0.1% 159

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

Benjamin Edwards Inc's MDT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Medtronic (MDT) stake by 4.9% in Q2 2026, buying an estimated $954K and bringing the position to 253,015 shares worth $19.8M. The position accounts for 0.18% of the portfolio, ranked #148.

Benjamin Edwards Inc first reported a position in MDT in Q1 2019 and has held it in 30 quarters since. The position peaked at $23.7M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Benjamin Edwards Inc held 253,015 shares of Medtronic worth $19.8M as of Q2 2026.
  • Benjamin Edwards Inc bought 11,829 Medtronic shares in Q2 2026, an estimated $954K.
  • Medtronic made up 0.18% of Benjamin Edwards Inc's portfolio in Q2 2026, its #148 holding.
  • Benjamin Edwards Inc first reported a position in Medtronic in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Medtronic position peaked at $23.7M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.