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Brookwood Investment Group’s Medtronic MDT Stock Holding History

Brookwood Investment 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 		– Sell
-7,081
Closed -$614K – 578
2026
Q1 		$614K Buy
+7,081
New +$678K 0.08% 244
2025
Q2 		– Sell
-7,699
Closed -$692K – 495
2025
Q1 		$692K Buy
+7,699
New +$689K 0.12% 169

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

Brookwood Investment Group's MDT Position: Q2 2026 in Review

Brookwood Investment Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 7,081 shares — an estimated $614K sold.

Brookwood Investment Group first reported a position in MDT in Q1 2025 and held it in 2 quarters. The position peaked at $692K in Q1 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Brookwood Investment Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 7,081 Medtronic shares in Q2 2026, an estimated $614K.
  • Brookwood Investment Group first reported a position in Medtronic in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Medtronic position peaked at $692K in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.