Brown Financial Advisors’s Medtronic MDT Stock Holding History

Brown Financial Advisors’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	$1.66M	Sell	21,200 -180	-0.8%	-$14.5K	0.58%	55
2026 Q1	$1.85M	Sell	21,380 -1,078	-5%	-$103K	0.7%	42
2025 Q4	$2.16M	Sell	22,458 -4	-0%	-$389	0.79%	39
2025 Q3	$2.14M	Sell	22,462 -35	-0.2%	-$3.22K	0.79%	42
2025 Q2	$1.96M	Buy	22,497 +795	+4%	+$67.4K	0.77%	43
2025 Q1	$1.95M	Buy	21,702 +339	+2%	+$30.3K	0.8%	42
2024 Q4	$1.71M	Buy	21,363 +2,264	+12%	+$196K	0.69%	45
2024 Q3	$1.72M	Sell	19,099 -3,185	-14%	-$268K	0.71%	46
2024 Q2	$1.75M	Buy	+22,284	New	+$1.83M	0.78%	37

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Brown Financial Advisors's MDT Position: Q2 2026 in Review

Brown Financial Advisors reduced its Medtronic (MDT) stake by 0.84% in Q2 2026, selling an estimated $14.5K and leaving 21,200 shares worth $1.66M. The position accounts for 0.58% of the portfolio, ranked #55.

Brown Financial Advisors first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.16M in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Brown Financial Advisors held 21,200 shares of Medtronic worth $1.66M as of Q2 2026.
Brown Financial Advisors sold 180 Medtronic shares in Q2 2026, an estimated $14.5K.
Medtronic made up 0.58% of Brown Financial Advisors's portfolio in Q2 2026, its #55 holding.
Brown Financial Advisors first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's Medtronic position peaked at $2.16M in Q4 2025.
2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.