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Cooper Financial Group’s Medtronic MDT Stock Holding History

Cooper Financial Group’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 		$698K Sell
8,918
-402
-4% -$32.4K 0.06% 218
2026
Q1 		$808K Buy
9,320
+244
+3% +$23.4K 0.08% 187
2025
Q4 		$872K Sell
9,076
-228
-2% -$22.1K 0.09% 160
2025
Q3 		$886K Sell
9,304
-461
-5% -$42.4K 0.1% 159
2025
Q2 		$851K Buy
9,765
+203
+2% +$17.2K 0.1% 163
2025
Q1 		$859K Buy
9,562
+811
+9% +$72.6K 0.11% 166
2024
Q4 		$699K Buy
8,751
+247
+3% +$21.4K 0.08% 190
2024
Q3 		$766K Buy
8,504
+163
+2% +$13.7K 0.1% 181
2024
Q2 		$657K Sell
8,341
-106
-1% -$8.69K 0.1% 181
2024
Q1 		$736K Buy
8,447
+615
+8% +$52.5K 0.12% 159
2023
Q4 		$645K Buy
7,832
+1,640
+26% +$125K 0.12% 170
2023
Q3 		$485K Buy
6,192
+265
+4% +$22.2K 0.12% 194
2023
Q2 		$522K Buy
5,927
+547
+10% +$47.1K 0.13% 181
2023
Q1 		$434K Buy
5,380
+1,935
+56% +$158K 0.12% 191
2022
Q4 		$268K Buy
3,445
+124
+4% +$10.1K 0.08% 238
2022
Q3 		$268K Buy
3,321
+541
+19% +$48.6K 0.1% 200
2022
Q2 		$249K Buy
2,780
+217
+8% +$22K 0.09% 206
2022
Q1 		$284K Buy
2,563
+557
+28% +$58.8K 0.11% 182
2021
Q4 		$208K Buy
+2,006
New +$232K 0.08% 221
2021
Q1 		– Sell
-2,841
Closed -$333K – 283
2020
Q4 		$333K Buy
+2,841
New +$313K 0.07% 202

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

Cooper Financial Group's MDT Position: Q2 2026 in Review

Cooper Financial Group reduced its Medtronic (MDT) stake by 4.3% in Q2 2026, selling an estimated $32.4K and leaving 8,918 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #218.

Cooper Financial Group first reported a position in MDT in Q4 2020 and has held it in 20 quarters since. The position peaked at $886K in Q3 2025. 2,135 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cooper Financial Group held 8,918 shares of Medtronic worth $698K as of Q2 2026.
  • Cooper Financial Group sold 402 Medtronic shares in Q2 2026, an estimated $32.4K.
  • Medtronic made up 0.06% of Cooper Financial Group's portfolio in Q2 2026, its #218 holding.
  • Cooper Financial Group first reported a position in Medtronic in Q4 2020 and has held it in 20 quarters since.
  • Cooper Financial Group's Medtronic position peaked at $886K in Q3 2025.
  • 2,135 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.