Cetera Investment Advisers
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Cetera Investment Advisers’s Medtronic MDT Stock Holding History

Cetera Investment Advisers’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
2025
Q2 		– Sell
-800
Closed -$728 – 4169
2025
Q1 		$728 Hold
800
– – ﹤0.01% 3971
2024
Q4 		$4.24K Hold
800
– – ﹤0.01% 3744
2024
Q3 		$2.57K Buy
800
+100
+14% +$8.41K ﹤0.01% 3695
2024
Q2 		$3.36K Sell
700
-100
-13% -$8.2K ﹤0.01% 3690
2024
Q1 		$2.07K Buy
800
+400
+100% +$34.1K ﹤0.01% 3672
2023
Q4 		$960 Hold
400
– – ﹤0.01% 2223
2023
Q3 		$2.74K Hold
400
– – ﹤0.01% 2183
2023
Q2 		$944 Sell
400
-100
-20% -$8.61K ﹤0.01% 2179
2023
Q1 		$800 Sell
500
-100
-17% -$8.15K ﹤0.01% 2151
2022
Q4 		$4.26K Buy
+600
New +$48.6K ﹤0.01% 2091

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

Cetera Investment Advisers's MDT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Medtronic (MDT) stake by 11% in Q2 2026, selling an estimated $6.32M and leaving 618,387 shares worth $48.4M. The position accounts for 0.04% of the portfolio, ranked #420.

Cetera Investment Advisers first reported a position in MDT in Q3 2017 and has held it in 36 quarters since. The position peaked at $62.3M in Q4 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cetera Investment Advisers held 618,387 shares of Medtronic worth $48.4M as of Q2 2026.
  • Cetera Investment Advisers sold 78,380 Medtronic shares in Q2 2026, an estimated $6.32M.
  • Medtronic made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #420 holding.
  • Cetera Investment Advisers first reported a position in Medtronic in Q3 2017 and has held it in 36 quarters since.
  • Cetera Investment Advisers's Medtronic position peaked at $62.3M in Q4 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.