DT
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Diversified Trust’s Medtronic MDT Stock Holding History

Diversified Trust’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 		$7.87M Sell
100,658
-11,122
-10% -$897K 0.13% 93
2026
Q1 		$9.69M Buy
111,780
+601
+0.5% +$57.6K 0.18% 61
2025
Q4 		$10.7M Buy
111,179
+14,304
+15% +$1.39M 0.2% 60
2025
Q3 		$9.23M Buy
96,875
+23,906
+33% +$2.2M 0.18% 69
2025
Q2 		$6.36M Buy
72,969
+9,059
+14% +$768K 0.14% 88
2025
Q1 		$5.74M Sell
63,910
-14,843
-19% -$1.33M 0.14% 87
2024
Q4 		$6.29M Buy
78,753
+72,507
+1,161% +$6.28M 0.15% 76
2024
Q3 		$562K Sell
6,246
-324
-5% -$27.3K 0.01% 560
2024
Q2 		$517K Sell
6,570
-723
-10% -$59.3K 0.01% 534
2024
Q1 		$636K Sell
7,293
-10,030
-58% -$856K 0.02% 448
2023
Q4 		$1.43M Sell
17,323
-1,728
-9% -$132K 0.05% 219
2023
Q3 		$1.49M Sell
19,051
-3,761
-16% -$315K 0.06% 191
2023
Q2 		$2.01M Buy
22,812
+2,090
+10% +$180K 0.07% 155
2023
Q1 		$1.67M Sell
20,722
-2,400
-10% -$196K 0.07% 172
2022
Q4 		$1.8M Sell
23,122
-38,296
-62% -$3.1M 0.07% 144
2022
Q3 		$4.96M Buy
61,418
+2,214
+4% +$199K 0.22% 59
2022
Q2 		$5.31M Sell
59,204
-47,362
-44% -$4.8M 0.22% 56
2022
Q1 		$11.8M Sell
106,566
-24,179
-18% -$2.55M 0.41% 29
2021
Q4 		$13.5M Buy
130,745
+10,782
+9% +$1.25M 0.45% 29
2021
Q3 		$15M Sell
119,963
-6,837
-5% -$885K 0.54% 25
2021
Q2 		$15.7M Sell
126,800
-1,347
-1% -$169K 0.57% 25
2021
Q1 		$15.1M Sell
128,147
-17,496
-12% -$2.05M 0.58% 23
2020
Q4 		$17.1M Buy
145,643
+3,576
+3% +$394K 0.69% 21
2020
Q3 		$14.8M Buy
142,067
+5,128
+4% +$515K 0.68% 24
2020
Q2 		$12.6M Sell
136,939
-16,320
-11% -$1.56M 0.63% 24
2020
Q1 		$13.8M Buy
153,259
+25,622
+20% +$2.73M 0.81% 24
2019
Q4 		$14.5M Buy
127,637
+15,490
+14% +$1.7M 0.65% 23
2019
Q3 		$12.2M Sell
112,147
-5,748
-5% -$600K 0.57% 26
2019
Q2 		$11.5M Buy
117,895
+246
+0.2% +$22.5K 0.55% 24
2019
Q1 		$10.7M Buy
117,649
+21,314
+22% +$1.91M 0.52% 25
2018
Q4 		$8.76M Sell
96,335
-4,592
-5% -$429K 0.49% 27
2018
Q3 		$9.93M Sell
100,927
-14,124
-12% -$1.31M 0.49% 26
2018
Q2 		$9.85M Buy
115,051
+24,819
+28% +$2.07M 0.63% 22
2018
Q1 		$7.24M Buy
90,232
+7,662
+9% +$632K 0.46% 29
2017
Q4 		$6.67M Buy
82,570
+5,612
+7% +$449K 0.41% 32
2017
Q3 		$5.99M Buy
76,958
+9,818
+15% +$815K 0.46% 27
2017
Q2 		$5.96M Buy
67,140
+32,881
+96% +$2.77M 0.48% 25
2017
Q1 		$2.76M Buy
+34,259
New +$2.68M 0.21% 51

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Diversified Trust's MDT Position: Q2 2026 in Review

Diversified Trust reduced its Medtronic (MDT) stake by 9.9% in Q2 2026, selling an estimated $897K and leaving 100,658 shares worth $7.87M. The position accounts for 0.13% of the portfolio, ranked #93.

Diversified Trust first reported a position in MDT in Q1 2017 and has held it in 38 quarters since. The position peaked at $17.1M in Q4 2020. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Diversified Trust held 100,658 shares of Medtronic worth $7.87M as of Q2 2026.
  • Diversified Trust sold 11,122 Medtronic shares in Q2 2026, an estimated $897K.
  • Medtronic made up 0.13% of Diversified Trust's portfolio in Q2 2026, its #93 holding.
  • Diversified Trust first reported a position in Medtronic in Q1 2017 and has held it in 38 quarters since.
  • Diversified Trust's Medtronic position peaked at $17.1M in Q4 2020.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.