Cerity Partners’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$61.7M Buy
788,907
+32,863
+4% +$2.65M 0.07% 215
2026
Q1
$65.5M Sell
756,044
-34,971
-4% -$3.35M 0.09% 193
2025
Q4
$76M Buy
791,015
+89,111
+13% +$8.66M 0.11% 171
2025
Q3
$66.8M Buy
701,904
+92,968
+15% +$8.55M 0.11% 171
2025
Q2
$53.1M Buy
608,936
+35,902
+6% +$3.04M 0.09% 188
2025
Q1
$51.5M Buy
573,034
+315,066
+122% +$28.2M 0.1% 181
2024
Q4
$22M Buy
257,968
+14,660
+6% +$1.27M 0.05% 299
2024
Q3
$21.9M Buy
243,308
+73,334
+43% +$6.17M 0.05% 297
2024
Q2
$13.4M Sell
169,974
-54,258
-24% -$4.45M 0.04% 355
2024
Q1
$19.5M Buy
224,232
+134,151
+149% +$11.4M 0.05% 299
2023
Q4
$7.43M Sell
90,081
-31,276
-26% -$2.38M 0.02% 431
2023
Q3
$9.52M Buy
121,357
+27,107
+29% +$2.27M 0.05% 304
2023
Q2
$8.31M Buy
94,250
+13,454
+17% +$1.16M 0.03% 380
2023
Q1
$6.61M Buy
80,796
+16,211
+25% +$1.32M 0.02% 440
2022
Q4
$5.03M Sell
64,585
-33,757
-34% -$2.74M 0.03% 361
2022
Q3
$7.95M Sell
98,342
-3,705
-4% -$333K 0.1% 183
2022
Q2
$9.17M Buy
102,047
+13,033
+15% +$1.32M 0.1% 177
2022
Q1
$9.55M Buy
89,014
+9,742
+12% +$1.03M 0.15% 127
2021
Q4
$8.2M Buy
79,272
+6,719
+9% +$778K 0.12% 145
2021
Q3
$9.09M Buy
72,553
+5,522
+8% +$715K 0.2% 106
2021
Q2
$8.32M Buy
67,031
+2,831
+4% +$355K 0.18% 109
2021
Q1
$7.58M Sell
64,200
-4,013
-6% -$470K 0.18% 116
2020
Q4
$7.99M Buy
68,213
+1,279
+2% +$141K 0.26% 89
2020
Q3
$6.96M Buy
66,934
+34,394
+106% +$3.45M 0.29% 71
2020
Q2
$2.98M Buy
32,540
+19,930
+158% +$1.91M 0.16% 113
2020
Q1
$1.14M Sell
12,610
-676
-5% -$71.9K 0.07% 186
2019
Q4
$1.51M Buy
13,286
+1,736
+15% +$190K 0.08% 192
2019
Q3
$1.25M Buy
11,550
+1,566
+16% +$163K 0.07% 221
2019
Q2
$972K Sell
9,984
-14,456
-59% -$1.32M 0.06% 234
2019
Q1
$2.23M Buy
24,440
+538
+2% +$48.2K 0.15% 156
2018
Q4
$2.17M Buy
23,902
+2,301
+11% +$215K 0.15% 148
2018
Q3
$2.13M Buy
21,601
+119
+0.6% +$11K 0.15% 154
2018
Q2
$1.84M Buy
21,482
+1,843
+9% +$154K 0.14% 165
2018
Q1
$1.57M Sell
19,639
-7,423
-27% -$612K 0.12% 175
2017
Q4
$2.19M Sell
27,062
-4,029
-13% -$323K 0.15% 147
2017
Q3
$2.42M Buy
31,091
+6,110
+24% +$507K 0.17% 135
2017
Q2
$2.22M Buy
24,981
+8,200
+49% +$691K 0.19% 105
2017
Q1
$1.35M Buy
+16,781
New +$1.31M 0.11% 160

Other funds holding MDT

Cerity Partners's MDT Position: Q2 2026 in Review

Cerity Partners increased its Medtronic (MDT) stake by 4.3% in Q2 2026, buying an estimated $2.65M and bringing the position to 788,907 shares worth $61.7M. The position accounts for 0.07% of the portfolio, ranked #215.

Cerity Partners first reported a position in MDT in Q1 2017 and has held it in 38 quarters since. The position peaked at $76M in Q4 2025. 1,968 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cerity Partners held 788,907 shares of Medtronic worth $61.7M as of Q2 2026.
  • Cerity Partners bought 32,863 Medtronic shares in Q2 2026, an estimated $2.65M.
  • Medtronic made up 0.07% of Cerity Partners's portfolio in Q2 2026, its #215 holding.
  • Cerity Partners first reported a position in Medtronic in Q1 2017 and has held it in 38 quarters since.
  • Cerity Partners's Medtronic position peaked at $76M in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.