CFG
MDT icon

Copley Financial Group’s Medtronic MDT Stock Holding History

Copley 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 		$325K Sell
4,149
-1,719
-29% -$139K 0.2% 71
2026
Q1 		$508K Sell
5,868
-428
-7% -$41K 0.31% 47
2025
Q4 		$605K Sell
6,296
-358
-5% -$34.8K 0.37% 36
2025
Q3 		$634K Sell
6,654
-311
-4% -$28.6K 0.43% 35
2025
Q2 		$607K Sell
6,965
-822
-11% -$69.7K 0.45% 36
2025
Q1 		$700K Sell
7,787
-123
-2% -$11K 0.54% 31
2024
Q4 		$632K Buy
7,910
+204
+3% +$17.7K 0.48% 35
2024
Q3 		$694K Buy
+7,706
New +$648K 0.63% 24

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

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

Copley Financial Group reduced its Medtronic (MDT) stake by 29% in Q2 2026, selling an estimated $139K and leaving 4,149 shares worth $325K. The position accounts for 0.2% of the portfolio, ranked #71.

Copley Financial Group first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $700K in Q1 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Copley Financial Group held 4,149 shares of Medtronic worth $325K as of Q2 2026.
  • Copley Financial Group sold 1,719 Medtronic shares in Q2 2026, an estimated $139K.
  • Medtronic made up 0.2% of Copley Financial Group's portfolio in Q2 2026, its #71 holding.
  • Copley Financial Group first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
  • Copley Financial Group's Medtronic position peaked at $700K in Q1 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.