BIM
MDT icon

Breakwater Investment Management’s Medtronic MDT Stock Holding History

Breakwater Investment 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 		$470 Hold
6
– – ﹤0.01% 567
2026
Q1 		$520 Buy
6
+1
+20% +$96 ﹤0.01% 421
2025
Q4 		$481 Hold
5
– – ﹤0.01% 451
2025
Q3 		$477 Buy
+5
New +$460 ﹤0.01% 467
2024
Q4 		– Sell
-400
Closed -$36K – 316
2024
Q3 		$36K Hold
400
– – 0.02% 158
2024
Q2 		$31.5K Hold
400
– – 0.01% 158
2024
Q1 		$34.9K Buy
+400
New +$34.1K 0.02% 151

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 $3.38T AUM 44.17% 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

Breakwater Investment Management's MDT Position: Q2 2026 in Review

Breakwater Investment Management held its Medtronic (MDT) position steady in Q2 2026 at 6 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Breakwater Investment Management first reported a position in MDT in Q1 2024 and has held it in 7 quarters since. The position peaked at $36K in Q3 2024. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Breakwater Investment Management held 6 shares of Medtronic worth $470 as of Q2 2026.
  • Breakwater Investment Management left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #567 holding.
  • Breakwater Investment Management first reported a position in Medtronic in Q1 2024 and has held it in 7 quarters since.
  • Breakwater Investment Management's Medtronic position peaked at $36K in Q3 2024.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.