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Castleview Partners’s Medtronic MDT Stock Holding History

Castleview Partners’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 		– Sell
-4,089
Closed -$354K – 236
2026
Q1 		$354K Buy
4,089
+1,738
+74% +$166K 0.18% 126
2025
Q4 		$226K Buy
2,351
+24
+1% +$2.33K 0.11% 176
2025
Q3 		$222K Buy
+2,327
New +$214K 0.12% 161
2025
Q1 		– Sell
-506
Closed -$40.6K – 410
2024
Q4 		$40.6K Sell
506
-4
-0.8% -$346 0.02% 368
2024
Q3 		$45.9K Sell
510
-137
-21% -$11.5K 0.03% 332
2024
Q2 		$50.9K Buy
647
+18
+3% +$1.48K 0.03% 331
2024
Q1 		$54.8K Sell
629
-112
-15% -$9.56K 0.03% 340
2023
Q4 		$61K Buy
741
+174
+31% +$13.3K 0.04% 271
2023
Q3 		$44.4K Sell
567
-224
-28% -$18.8K 0.04% 268
2023
Q2 		$69.7K Sell
791
-16
-2% -$1.38K 0.06% 221
2023
Q1 		$65.1K Buy
807
+59
+8% +$4.81K 0.06% 231
2022
Q4 		$58.1K Buy
748
+79
+12% +$6.4K 0.06% 221
2022
Q3 		$54K Sell
669
-954
-59% -$85.7K 0.05% 246
2022
Q2 		$146K Buy
+1,623
New +$164K 0.12% 176
2022
Q1 		– Sell
-452,593
Closed -$4.38K – 893
2021
Q4 		$4.38K Buy
+452,593
New +$52.4M 0.03% 176
2021
Q2 		$280K Buy
+2,253
New +$283K 0.12% 177

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Castleview Partners's MDT Position: Q2 2026 in Review

Castleview Partners sold out of Medtronic (MDT) in Q2 2026, closing a stake of 4,089 shares — an estimated $354K sold.

Castleview Partners first reported a position in MDT in Q2 2021 and held it in 16 quarters. The position peaked at $354K in Q1 2026. 451 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Castleview Partners reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 4,089 Medtronic shares in Q2 2026, an estimated $354K.
  • Castleview Partners first reported a position in Medtronic in Q2 2021 and held it in 16 quarters.
  • Castleview Partners's Medtronic position peaked at $354K in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.