Cove Private Wealth’s Medtronic MDT Stock Holding History

Cove Private Wealth’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	$991K	Sell	12,674 -2,198	-15%	-$177K	0.19%	90
2026 Q1	$1.29M	Buy	14,872 +43	+0.3%	+$4.12K	0.29%	66
2025 Q4	$1.42M	Sell	14,829 -1,350	-8%	-$131K	0.42%	57
2025 Q3	$1.54M	Sell	16,179 -450	-3%	-$41.4K	0.49%	49
2025 Q2	$1.45M	Buy	16,629 +1,650	+11%	+$140K	0.51%	49
2025 Q1	$1.35M	Buy	14,979 +84	+0.6%	+$7.52K	0.71%	36
2024 Q4	$1.19M	Buy	14,895 +10	+0.1%	+$866	0.71%	38
2024 Q3	$1.34M	Hold	14,885	–	–	1.04%	28
2024 Q2	$1.17M	Hold	14,885	–	–	0.94%	32
2024 Q1	$1.3M	Hold	14,885	–	–	1.11%	28
2023 Q4	$1.23M	Buy	+14,885	New	+$1.13M	1.16%	29

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Cove Private Wealth's MDT Position: Q2 2026 in Review

Cove Private Wealth reduced its Medtronic (MDT) stake by 15% in Q2 2026, selling an estimated $177K and leaving 12,674 shares worth $991K. The position accounts for 0.19% of the portfolio, ranked #90.

Cove Private Wealth first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q3 2025. 908 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Cove Private Wealth held 12,674 shares of Medtronic worth $991K as of Q2 2026.
Cove Private Wealth sold 2,198 Medtronic shares in Q2 2026, an estimated $177K.
Medtronic made up 0.19% of Cove Private Wealth's portfolio in Q2 2026, its #90 holding.
Cove Private Wealth first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
Cove Private Wealth's Medtronic position peaked at $1.54M in Q3 2025.
908 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.