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CGN Advisors’s Medtronic MDT Stock Holding History

CGN Advisors’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 		$2.96M Buy
37,825
+7,564
+25% +$610K 0.22% 94
2026
Q1 		$2.62M Buy
30,261
+835
+3% +$80K 0.21% 99
2025
Q4 		$2.83M Sell
29,426
-825
-3% -$80.1K 0.22% 94
2025
Q3 		$2.88M Buy
30,251
+834
+3% +$76.7K 0.24% 91
2025
Q2 		$2.56M Buy
29,417
+701
+2% +$59.4K 0.23% 94
2025
Q1 		$2.58M Sell
28,716
-8,471
-23% -$758K 0.25% 90
2024
Q4 		$2.97M Buy
37,187
+4,601
+14% +$398K 0.29% 80
2024
Q3 		$2.93M Sell
32,586
-214
-0.7% -$18K 0.3% 82
2024
Q2 		$2.58M Buy
32,800
+2,142
+7% +$176K 0.3% 86
2024
Q1 		$2.67M Buy
30,658
+957
+3% +$81.7K 0.34% 73
2023
Q4 		$2.45M Buy
29,701
+3,020
+11% +$230K 0.34% 81
2023
Q3 		$2.09M Buy
26,681
+1,232
+5% +$103K 0.28% 92
2023
Q2 		$2.24M Buy
25,449
+1,512
+6% +$130K 0.32% 86
2023
Q1 		$1.93M Buy
23,937
+3,606
+18% +$294K 0.3% 88
2022
Q4 		$1.58M Buy
20,331
+8,095
+66% +$656K 0.28% 97
2022
Q3 		$988K Buy
12,236
+3,908
+47% +$351K 0.25% 110
2022
Q2 		$747K Buy
8,328
+2,398
+40% +$243K 0.21% 126
2022
Q1 		$658K Buy
5,930
+1,304
+28% +$138K 0.16% 126
2021
Q4 		$479K Buy
4,626
+134
+3% +$15.5K 0.12% 149
2021
Q3 		$563K Buy
4,492
+362
+9% +$46.9K 0.18% 125
2021
Q2 		$513K Buy
4,130
+125
+3% +$15.7K 0.16% 136
2021
Q1 		$473K Buy
4,005
+19
+0.5% +$2.23K 0.17% 125
2020
Q4 		$467K Buy
+3,986
New +$439K 0.19% 113

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

CGN Advisors's MDT Position: Q2 2026 in Review

CGN Advisors increased its Medtronic (MDT) stake by 25% in Q2 2026, buying an estimated $610K and bringing the position to 37,825 shares worth $2.96M. The position accounts for 0.22% of the portfolio, ranked #94.

CGN Advisors first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.97M in Q4 2024. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • CGN Advisors held 37,825 shares of Medtronic worth $2.96M as of Q2 2026.
  • CGN Advisors bought 7,564 Medtronic shares in Q2 2026, an estimated $610K.
  • Medtronic made up 0.22% of CGN Advisors's portfolio in Q2 2026, its #94 holding.
  • CGN Advisors first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • CGN Advisors's Medtronic position peaked at $2.97M in Q4 2024.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.