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Cary Street Partners Investment Advisory’s Medtronic MDT Stock Holding History

Cary Street Partners Investment Advisory’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 		$328K Buy
4,188
+1,284
+44% +$104K 0.07% 283
2026
Q1 		$252K Sell
2,904
-130
-4% -$12.5K 0.06% 304
2025
Q4 		$291K Buy
3,034
+629
+26% +$61.1K 0.08% 253
2025
Q3 		$229K Buy
2,405
+214
+10% +$19.7K 0.1% 237
2025
Q2 		$191K Buy
2,191
+124
+6% +$10.5K 0.09% 252
2025
Q1 		$186K Buy
2,067
+329
+19% +$29.4K 0.11% 224
2024
Q4 		$139K Sell
1,738
-43,282
-96% -$3.75M 0.09% 235
2024
Q3 		$4.05M Buy
45,020
+2,457
+6% +$207K 0.15% 157
2024
Q2 		$3.35M Buy
42,563
+8,204
+24% +$673K 0.14% 176
2024
Q1 		$2.99M Buy
34,359
+32
+0.1% +$2.73K 0.13% 184
2023
Q4 		$2.83M Buy
34,327
+985
+3% +$75.1K 0.13% 180
2023
Q3 		$2.61M Buy
33,342
+22,216
+200% +$1.86M 0.14% 183
2023
Q2 		$980K Sell
11,126
-2,943
-21% -$253K 0.06% 260
2023
Q1 		$1.13M Sell
14,069
-528
-4% -$43K 0.08% 227
2022
Q4 		$1.13M Sell
14,597
-4,181
-22% -$339K 0.08% 220
2022
Q3 		$1.52M Buy
18,778
+1,907
+11% +$171K 0.12% 182
2022
Q2 		$1.51M Buy
16,871
+11,469
+212% +$1.16M 0.13% 171
2022
Q1 		$601K Buy
5,402
+592
+12% +$62.5K 0.17% 135
2021
Q4 		$498K Buy
4,810
+43
+0.9% +$4.98K 0.14% 153
2021
Q3 		$598K Buy
4,767
+85
+2% +$11K 0.2% 118
2021
Q2 		$581K Buy
4,682
+2,815
+151% +$353K 0.19% 119
2021
Q1 		$221K Sell
1,867
-4,191
-69% -$491K 0.09% 191
2020
Q4 		$710K Buy
6,058
+3,733
+161% +$411K 0.14% 148
2020
Q3 		$242K Buy
+2,325
New +$233K 0.05% 240

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cary Street Partners Investment Advisory's MDT Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Medtronic (MDT) stake by 44% in Q2 2026, buying an estimated $104K and bringing the position to 4,188 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #283.

Cary Street Partners Investment Advisory first reported a position in MDT in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.05M in Q3 2024. 1,574 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cary Street Partners Investment Advisory held 4,188 shares of Medtronic worth $328K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,284 Medtronic shares in Q2 2026, an estimated $104K.
  • Medtronic made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #283 holding.
  • Cary Street Partners Investment Advisory first reported a position in Medtronic in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Medtronic position peaked at $4.05M in Q3 2024.
  • 1,574 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.