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Berkshire Bank’s Medtronic MDT Stock Holding History

Berkshire Bank’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 		$259K Sell
3,308
-193
-6% -$15.6K 0.05% 141
2026
Q1 		$303K Hold
3,501
– – 0.06% 134
2025
Q4 		$336K Sell
3,501
-60
-2% -$5.83K 0.07% 124
2025
Q3 		$339K Buy
3,561
+11
+0.3% +$1.01K 0.07% 124
2025
Q2 		$309K Buy
3,550
+335
+10% +$28.4K 0.07% 132
2025
Q1 		$289K Buy
3,215
+357
+12% +$31.9K 0.07% 131
2024
Q4 		$228K Buy
2,858
+92
+3% +$7.96K 0.05% 150
2024
Q3 		$249K Buy
+2,766
New +$233K 0.06% 141

Other funds holding MDT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Berkshire Bank's MDT Position: Q2 2026 in Review

Berkshire Bank reduced its Medtronic (MDT) stake by 5.5% in Q2 2026, selling an estimated $15.6K and leaving 3,308 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #141.

Berkshire Bank first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $339K in Q3 2025. 1,015 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Berkshire Bank held 3,308 shares of Medtronic worth $259K as of Q2 2026.
  • Berkshire Bank sold 193 Medtronic shares in Q2 2026, an estimated $15.6K.
  • Medtronic made up 0.05% of Berkshire Bank's portfolio in Q2 2026, its #141 holding.
  • Berkshire Bank first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
  • Berkshire Bank's Medtronic position peaked at $339K in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.