CTA
MDT icon

Chesley Taft & Associates’s Medtronic MDT Stock Holding History

Chesley Taft & Associates’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
-13,198
Closed -$1.14M – 381
2026
Q1 		$1.14M Sell
13,198
-64
-0.5% -$6.13K 0.05% 205
2025
Q4 		$1.27M Buy
13,262
+2,025
+18% +$197K 0.05% 194
2025
Q3 		$1.07M Buy
+11,237
New +$1.03M 0.05% 199
2021
Q4 		– Sell
-2,941
Closed -$369K – 302
2021
Q3 		$369K Buy
2,941
+23
+0.8% +$2.98K 0.02% 255
2021
Q2 		$362K Buy
2,918
+400
+16% +$50.2K 0.02% 255
2021
Q1 		$303K Buy
2,518
+78
+3% +$9.14K 0.02% 264
2020
Q4 		$286K Buy
2,440
+3
+0.1% +$330 0.02% 258
2020
Q3 		$253K Hold
2,437
– – 0.02% 246
2020
Q2 		$223K Buy
+2,437
New +$234K 0.02% 247
2020
Q1 		– Sell
-1,829
Closed -$208K – 261
2019
Q4 		$208K Buy
+1,829
New +$201K 0.02% 261
2019
Q2 		– Sell
-10,029
Closed -$913K – 255
2019
Q1 		$913K Buy
10,029
+1,050
+12% +$94K 0.08% 161
2018
Q4 		$817K Buy
+8,979
New +$839K 0.08% 160
2016
Q4 		– Sell
-6,176
Closed -$534K – 270
2016
Q3 		$534K Sell
6,176
-300
-5% -$26.1K 0.05% 198
2016
Q2 		$562K Sell
6,476
-1
-0% -$81 0.06% 195
2016
Q1 		$486K Sell
6,477
-5
-0.1% -$377 0.05% 196
2015
Q4 		$499K Buy
6,482
+306
+5% +$23K 0.05% 197
2015
Q3 		$413K Sell
6,176
-200
-3% -$14.7K 0.05% 186
2015
Q2 		$472K Hold
6,376
– – 0.05% 184
2015
Q1 		$497K Sell
6,376
-933
-13% -$70.7K 0.05% 185
2014
Q4 		$528K Sell
7,309
-350
-5% -$24.3K 0.05% 184
2014
Q3 		$474K Hold
7,659
– – 0.05% 182
2014
Q2 		$488K Sell
7,659
-1,500
-16% -$91.1K 0.05% 187
2014
Q1 		$564K Buy
9,159
+1,400
+18% +$81.5K 0.06% 180
2013
Q4 		$445K Sell
7,759
-750
-9% -$42.5K 0.04% 216
2013
Q3 		$453K Hold
8,509
– – 0.05% 212
2013
Q2 		$438K Buy
+8,509
New +$421K 0.05% 212

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

Chesley Taft & Associates's MDT Position: Q2 2026 in Review

Chesley Taft & Associates sold out of Medtronic (MDT) in Q2 2026, closing a stake of 13,198 shares — an estimated $1.14M sold.

Chesley Taft & Associates first reported a position in MDT in Q2 2013 and held it in 26 quarters. The position peaked at $1.27M in Q4 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Chesley Taft & Associates reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Chesley Taft & Associates sold 13,198 Medtronic shares in Q2 2026, an estimated $1.14M.
  • Chesley Taft & Associates first reported a position in Medtronic in Q2 2013 and held it in 26 quarters.
  • Chesley Taft & Associates's Medtronic position peaked at $1.27M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.