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Bleakley Financial Group’s Medtronic MDT Stock Holding History

Bleakley Financial Group’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 		$6.06M Buy
77,500
+7,832
+11% +$632K 0.08% 207
2026
Q1 		$6.04M Buy
69,668
+1,781
+3% +$171K 0.09% 183
2025
Q4 		$6.52M Sell
67,887
-19,426
-22% -$1.89M 0.11% 154
2025
Q3 		$8.32M Buy
87,313
+13,177
+18% +$1.21M 0.19% 95
2025
Q2 		$6.46M Buy
74,136
+8,692
+13% +$737K 0.16% 123
2025
Q1 		$5.88M Buy
65,444
+4,358
+7% +$390K 0.19% 108
2024
Q4 		$4.88M Sell
61,086
-2,536
-4% -$220K 0.15% 119
2024
Q3 		$5.73M Buy
63,622
+7,786
+14% +$655K 0.17% 107
2024
Q2 		$4.39M Buy
55,836
+38
+0.1% +$3.12K 0.13% 148
2024
Q1 		$4.86M Buy
55,798
+995
+2% +$84.9K 0.14% 144
2023
Q4 		$4.51M Sell
54,803
-8,246
-13% -$628K 0.14% 136
2023
Q3 		$4.94M Sell
63,049
-1,600
-2% -$134K 0.17% 113
2023
Q2 		$5.7M Buy
64,649
+5,163
+9% +$444K 0.18% 106
2023
Q1 		$4.8M Buy
59,486
+7,202
+14% +$587K 0.16% 115
2022
Q4 		$4.06M Buy
+52,284
New +$4.24M 0.15% 129

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

Bleakley Financial Group's MDT Position: Q2 2026 in Review

Bleakley Financial Group increased its Medtronic (MDT) stake by 11% in Q2 2026, buying an estimated $632K and bringing the position to 77,500 shares worth $6.06M. The position accounts for 0.08% of the portfolio, ranked #207.

Bleakley Financial Group first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.32M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Bleakley Financial Group held 77,500 shares of Medtronic worth $6.06M as of Q2 2026.
  • Bleakley Financial Group bought 7,832 Medtronic shares in Q2 2026, an estimated $632K.
  • Medtronic made up 0.08% of Bleakley Financial Group's portfolio in Q2 2026, its #207 holding.
  • Bleakley Financial Group first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Medtronic position peaked at $8.32M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.