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Catherine Avery Investment Management’s Medtronic MDT Stock Holding History

Catherine Avery Investment Management’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 		$213K Sell
2,729
-196
-7% -$15.8K 0.09% 55
2026
Q1 		$253K Sell
2,925
-135
-4% -$12.9K 0.11% 49
2025
Q4 		$294K Sell
3,060
-9
-0.3% -$874 0.18% 47
2025
Q3 		$292K Sell
3,069
-37,127
-92% -$3.41M 0.19% 44
2025
Q2 		$3.5M Buy
40,196
+616
+2% +$52.2K 2.66% 16
2025
Q1 		$3.56M Buy
39,580
+2,678
+7% +$240K 3.19% 14
2024
Q4 		$2.95M Buy
+36,902
New +$3.19M 2.6% 22

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 $3.37T AUM 44.26% 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

Catherine Avery Investment Management's MDT Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Medtronic (MDT) stake by 6.7% in Q2 2026, selling an estimated $15.8K and leaving 2,729 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #55.

Catherine Avery Investment Management first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.56M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Catherine Avery Investment Management held 2,729 shares of Medtronic worth $213K as of Q2 2026.
  • Catherine Avery Investment Management sold 196 Medtronic shares in Q2 2026, an estimated $15.8K.
  • Medtronic made up 0.09% of Catherine Avery Investment Management's portfolio in Q2 2026, its #55 holding.
  • Catherine Avery Investment Management first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Medtronic position peaked at $3.56M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.