CFO
MDT icon

Callan Family Office’s Medtronic MDT Stock Holding History

Callan Family Office’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 		$2.73M Sell
34,958
-8,873
-20% -$716K 0.05% 308
2026
Q1 		$3.8M Buy
43,831
+71
+0.2% +$6.8K 0.09% 232
2025
Q4 		$4.2M Buy
43,760
+18,621
+74% +$1.81M 0.09% 214
2025
Q3 		$2.39M Sell
25,139
-3,744
-13% -$344K 0.08% 240
2025
Q2 		$2.52M Buy
28,883
+20,433
+242% +$1.73M 0.08% 240
2025
Q1 		$759K Sell
8,450
-8,228
-49% -$736K 0.06% 248
2024
Q4 		$1.33M Buy
16,678
+12,955
+348% +$1.12M 0.08% 199
2024
Q3 		$335K Buy
3,723
+808
+28% +$68K 0.06% 133
2024
Q2 		$229K Buy
+2,915
New +$239K 0.04% 137
2023
Q2 		– Sell
-5,811
Closed -$468K – 139
2023
Q1 		$468K Buy
+5,811
New +$474K 0.11% 98

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

Callan Family Office's MDT Position: Q2 2026 in Review

Callan Family Office reduced its Medtronic (MDT) stake by 20% in Q2 2026, selling an estimated $716K and leaving 34,958 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #308.

Callan Family Office first reported a position in MDT in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.2M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Callan Family Office held 34,958 shares of Medtronic worth $2.73M as of Q2 2026.
  • Callan Family Office sold 8,873 Medtronic shares in Q2 2026, an estimated $716K.
  • Medtronic made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #308 holding.
  • Callan Family Office first reported a position in Medtronic in Q1 2023 and has held it in 10 quarters since.
  • Callan Family Office's Medtronic position peaked at $4.2M in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.