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Davis Investment Partners’s Medtronic MDT Stock Holding History

Davis Investment Partners’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 		$677K Buy
8,652
+891
+11% +$71.9K 0.21% 77
2026
Q1 		$672K Buy
+7,761
New +$743K 0.24% 74

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

Davis Investment Partners's MDT Position: Q2 2026 in Review

Davis Investment Partners increased its Medtronic (MDT) stake by 11% in Q2 2026, buying an estimated $71.9K and bringing the position to 8,652 shares worth $677K. The position accounts for 0.21% of the portfolio, ranked #77.

Davis Investment Partners first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Davis Investment Partners held 8,652 shares of Medtronic worth $677K as of Q2 2026.
  • Davis Investment Partners bought 891 Medtronic shares in Q2 2026, an estimated $71.9K.
  • Medtronic made up 0.21% of Davis Investment Partners's portfolio in Q2 2026, its #77 holding.
  • Davis Investment Partners first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.