BCM
MDT icon

Boreal Capital Management’s Medtronic MDT Stock Holding History

Boreal Capital 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 		$12.9K Sell
163
-628
-79% -$50.7K 0.01% 298
2026
Q1 		$69.1K Hold
791
– – 0.06% 172
2025
Q4 		$76.5K Buy
+791
New +$76.8K 0.06% 174
2025
Q3 		– Sell
-628
Closed -$57.7K – 185
2025
Q2 		$55.2K Buy
+628
New +$53.3K 0.05% 206

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

Boreal Capital Management's MDT Position: Q2 2026 in Review

Boreal Capital Management reduced its Medtronic (MDT) stake by 79% in Q2 2026, selling an estimated $50.7K and leaving 163 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #298.

Boreal Capital Management first reported a position in MDT in Q2 2025 and has held it in 4 quarters since. The position peaked at $76.5K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Boreal Capital Management held 163 shares of Medtronic worth $12.9K as of Q2 2026.
  • Boreal Capital Management sold 628 Medtronic shares in Q2 2026, an estimated $50.7K.
  • Medtronic made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #298 holding.
  • Boreal Capital Management first reported a position in Medtronic in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's Medtronic position peaked at $76.5K in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.