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Bruce G. Allen Investments’s Medtronic MDT Stock Holding History

Bruce G. Allen Investments’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 		$191K Buy
2,442
+22
+0.9% +$1.77K 0.12% 82
2026
Q1 		$210K Buy
2,420
+444
+22% +$42.5K 0.14% 76
2025
Q4 		$190K Buy
1,976
+85
+4% +$8.26K 0.13% 80
2025
Q3 		$180K Buy
1,891
+227
+14% +$20.9K 0.13% 81
2025
Q2 		$145K Sell
1,664
-194
-10% -$16.5K 0.11% 106
2025
Q1 		$167K Sell
1,858
-97
-5% -$8.68K 0.13% 89
2024
Q4 		$156K Buy
1,955
+58
+3% +$5.02K 0.13% 97
2024
Q3 		$171K Buy
1,897
+49
+3% +$4.12K 0.13% 98
2024
Q2 		$145K Sell
1,848
-3
-0.2% -$246 0.12% 103
2024
Q1 		$161K Buy
1,851
+8
+0.4% +$683 0.13% 92
2023
Q4 		$152K Buy
+1,843
New +$140K 0.14% 96

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

Bruce G. Allen Investments's MDT Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Medtronic (MDT) stake by 0.91% in Q2 2026, buying an estimated $1.77K and bringing the position to 2,442 shares worth $191K. The position accounts for 0.12% of the portfolio, ranked #82.

Bruce G. Allen Investments first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $210K in Q1 2026. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Bruce G. Allen Investments held 2,442 shares of Medtronic worth $191K as of Q2 2026.
  • Bruce G. Allen Investments bought 22 Medtronic shares in Q2 2026, an estimated $1.77K.
  • Medtronic made up 0.12% of Bruce G. Allen Investments's portfolio in Q2 2026, its #82 holding.
  • Bruce G. Allen Investments first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Medtronic position peaked at $210K in Q1 2026.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.