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Concurrent Investment Advisors’s Medtronic MDT Stock Holding History

Concurrent Investment 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 		$6.71M Sell
66,494
-18,433
-22% -$1.49M 0.06% 363
2026
Q1 		$7.36M Sell
84,927
-18,189
-18% -$1.74M 0.08% 271
2025
Q4 		$9.91M Buy
103,116
+49,894
+94% +$4.85M 0.11% 186
2025
Q3 		$5.07M Buy
53,222
+274
+0.5% +$25.2K 0.09% 238
2025
Q2 		$4.62M Buy
52,948
+5,408
+11% +$459K 0.09% 238
2025
Q1 		$4.27M Sell
47,540
-18,323
-28% -$1.64M 0.1% 216
2024
Q4 		$5.26M Sell
65,863
-173
-0.3% -$15K 0.14% 151
2024
Q3 		$5.95M Buy
66,036
+4,868
+8% +$410K 0.18% 124
2024
Q2 		$4.81M Buy
61,168
+21,678
+55% +$1.78M 0.16% 142
2024
Q1 		$3.44M Buy
39,490
+12,345
+45% +$1.05M 0.14% 161
2023
Q4 		$2.24M Buy
+27,145
New +$2.07M 0.11% 207

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's MDT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Medtronic (MDT) stake by 22% in Q2 2026, selling an estimated $1.49M and leaving 66,494 shares worth $6.71M. The position accounts for 0.06% of the portfolio, ranked #363.

Concurrent Investment Advisors first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.91M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Concurrent Investment Advisors held 66,494 shares of Medtronic worth $6.71M as of Q2 2026.
  • Concurrent Investment Advisors sold 18,433 Medtronic shares in Q2 2026, an estimated $1.49M.
  • Medtronic made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • Concurrent Investment Advisors first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Medtronic position peaked at $9.91M in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.