Chicago Trust’s Medtronic MDT Stock Holding History

Chicago Trust’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	$348K	Sell	4,450 -32	-0.7%	-$2.58K	0.05%	300
2026 Q1	$388K	Sell	4,482 -2,848	-39%	-$273K	0.06%	273
2025 Q4	$704K	Sell	7,330 -809	-10%	-$78.6K	0.11%	177
2025 Q3	$775K	Sell	8,139 -69	-0.8%	-$6.34K	0.11%	171
2025 Q2	$715K	Sell	8,208 -2,474	-23%	-$210K	0.1%	182
2025 Q1	$960K	Buy	10,682 +166	+2%	+$14.9K	0.17%	124
2024 Q4	$840K	Sell	10,516 -862	-8%	-$74.6K	0.15%	137
2024 Q3	$1.02M	Buy	11,378 +1,045	+10%	+$87.9K	0.18%	122
2024 Q2	$813K	Buy	10,333 +246	+2%	+$20.2K	0.17%	122
2024 Q1	$879K	Buy	10,087 +1,126	+13%	+$96.1K	0.18%	124
2023 Q4	$738K	Sell	8,961 -940	-9%	-$71.6K	0.16%	139
2023 Q3	$776K	Sell	9,901 -843	-8%	-$70.6K	0.19%	129
2023 Q2	$947K	Buy	10,744 +1,703	+19%	+$147K	0.23%	112
2023 Q1	$729K	Sell	9,041 -5,121	-36%	-$417K	0.18%	139
2022 Q4	$1.1M	Sell	14,162 -2,122	-13%	-$172K	0.27%	93
2022 Q3	$1.31M	Sell	16,284 -466	-3%	-$41.9K	0.34%	77
2022 Q2	$1.5M	Sell	16,750 -1,378	-8%	-$140K	0.38%	72
2022 Q1	$2.01M	Buy	18,128 +3,165	+21%	+$334K	0.43%	60
2021 Q4	$1.55M	Buy	14,963 +925	+7%	+$107K	0.31%	90
2021 Q3	$1.76M	Buy	14,038 +635	+5%	+$82.2K	0.39%	74
2021 Q2	$1.66M	Buy	13,403 +582	+5%	+$73.1K	0.39%	73
2021 Q1	$1.51M	Sell	12,821 -176	-1%	-$20.6K	0.52%	57
2020 Q4	$1.52M	Buy	12,997 +40	+0.3%	+$4.4K	0.52%	56
2020 Q3	$1.35M	Buy	12,957 +117	+0.9%	+$11.8K	0.56%	54
2020 Q2	$1.18M	Buy	12,840 +100	+0.8%	+$9.59K	0.52%	56
2020 Q1	$1.15M	Sell	12,740 -390	-3%	-$41.5K	0.58%	53
2019 Q4	$1.49M	Hold	13,130	–	–	0.61%	50
2019 Q3	$1.43M	Sell	13,130 -319	-2%	-$33.3K	0.6%	50
2019 Q2	$1.31K	Buy	13,449 +377	+3%	+$34.4K	0.56%	56
2019 Q1	$1.19K	Sell	13,072 -16	-0.1%	-$1.43K	0.51%	57
2018 Q4	$1.19K	Sell	13,088 -104	-0.8%	-$9.72K	0.56%	54
2018 Q3	$1.3M	Sell	13,192 -36	-0.3%	-$3.33K	0.52%	62
2018 Q2	$1.13M	Buy	13,228 +245	+2%	+$20.5K	0.48%	62
2018 Q1	$1.04M	Sell	12,983 -471	-4%	-$38.9K	0.44%	67
2017 Q4	$1.09M	Sell	13,454 -100	-0.7%	-$8.01K	0.43%	70
2017 Q3	$1.05K	Hold	13,554	–	–	0.44%	68
2017 Q2	$1.2K	Hold	13,554	–	–	0.53%	64
2017 Q1	$1.09K	Sell	13,554 -295	-2%	-$23K	0.48%	65
2016 Q4	$986K	Sell	13,849 -136	-1%	-$10.7K	0.43%	71
2016 Q3	$1.21M	Hold	13,985	–	–	0.53%	69
2016 Q2	$1.21M	Sell	13,985 -1,034	-7%	-$83.6K	0.5%	73
2016 Q1	$1.13M	Sell	15,019 -125	-0.8%	-$9.41K	0.47%	73
2015 Q4	$1.16M	Buy	15,144 +25	+0.2%	+$1.88K	0.45%	77
2015 Q3	$1.01M	Sell	15,119 -200	-1%	-$14.7K	0.39%	81
2015 Q2	$1.14M	Sell	15,319 -1,580	-9%	-$121K	0.4%	79
2015 Q1	$1.32M	Buy	+16,899	New	+$1.28M	0.45%	69

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Chicago Trust's MDT Position: Q2 2026 in Review

Chicago Trust reduced its Medtronic (MDT) stake by 0.71% in Q2 2026, selling an estimated $2.58K and leaving 4,450 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #300.

Chicago Trust first reported a position in MDT in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.01M in Q1 2022. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Chicago Trust held 4,450 shares of Medtronic worth $348K as of Q2 2026.
Chicago Trust sold 32 Medtronic shares in Q2 2026, an estimated $2.58K.
Medtronic made up 0.05% of Chicago Trust's portfolio in Q2 2026, its #300 holding.
Chicago Trust first reported a position in Medtronic in Q1 2015 and has held it in 46 quarters since.
Chicago Trust's Medtronic position peaked at $2.01M in Q1 2022.
486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.