Carnegie Lake Advisors’s Medtronic MDT Stock Holding History

Carnegie Lake 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	$861K	Sell	11,006 -200	-2%	-$16.1K	0.32%	75
2026 Q1	$971K	Sell	11,206 -50	-0.4%	-$4.79K	0.39%	68
2025 Q4	$1.08M	Hold	11,256	–	–	0.41%	61
2025 Q3	$1.07M	Sell	11,256 -300	-3%	-$27.6K	0.41%	67
2025 Q2	$1.01M	Sell	11,556 -4,600	-28%	-$390K	0.4%	72
2025 Q1	$1.45M	Hold	16,156	–	–	0.59%	47
2024 Q4	$1.29M	Buy	16,156 +150	+0.9%	+$13K	0.52%	53
2024 Q3	$1.44M	Buy	+16,006	New	+$1.35M	0.57%	45

Other funds holding MDT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carnegie Lake Advisors's MDT Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its Medtronic (MDT) stake by 1.8% in Q2 2026, selling an estimated $16.1K and leaving 11,006 shares worth $861K. The position accounts for 0.32% of the portfolio, ranked #75.

Carnegie Lake Advisors first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Carnegie Lake Advisors held 11,006 shares of Medtronic worth $861K as of Q2 2026.
Carnegie Lake Advisors sold 200 Medtronic shares in Q2 2026, an estimated $16.1K.
Medtronic made up 0.32% of Carnegie Lake Advisors's portfolio in Q2 2026, its #75 holding.
Carnegie Lake Advisors first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's Medtronic position peaked at $1.45M in Q1 2025.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.