Coastal Bridge Advisors’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
$4.11M Buy
52,532
+2,778
+6% +$224K 0.25% 88
2026
Q1
$4.31M Buy
49,754
+776
+2% +$74.3K 0.3% 72
2025
Q4
$4.7M Sell
48,978
-235
-0.5% -$22.8K 0.35% 67
2025
Q3
$4.69M Buy
49,213
+623
+1% +$57.3K 0.35% 72
2025
Q2
$4.24M Buy
48,590
+1,393
+3% +$118K 0.35% 78
2025
Q1
$4.24M Buy
+47,197
New +$4.22M 0.38% 65

Other funds holding MDT

Coastal Bridge Advisors's MDT Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Medtronic (MDT) stake by 5.6% in Q2 2026, buying an estimated $224K and bringing the position to 52,532 shares worth $4.11M. The position accounts for 0.25% of the portfolio, ranked #88.

Coastal Bridge Advisors first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.7M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Coastal Bridge Advisors held 52,532 shares of Medtronic worth $4.11M as of Q2 2026.
  • Coastal Bridge Advisors bought 2,778 Medtronic shares in Q2 2026, an estimated $224K.
  • Medtronic made up 0.25% of Coastal Bridge Advisors's portfolio in Q2 2026, its #88 holding.
  • Coastal Bridge Advisors first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Medtronic position peaked at $4.7M in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.