Diversify Advisory Services’s Medtronic MDT Stock Holding History

Diversify Advisory Services’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	$8.19M	Buy	97,290 +93,869	+2,744%	+$7.57M	0.14%	159
2026 Q1	$271K	Sell	3,421 -31,369	-90%	-$3.01M	0.04%	175
2025 Q4	$3.37M	Buy	34,790 +2,726	+9%	+$265K	0.11%	144
2025 Q3	$2.89M	Buy	32,064 +182	+0.6%	+$16.7K	0.1%	159
2025 Q2	$2.94M	Buy	31,882 +5,384	+20%	+$457K	0.11%	134
2025 Q1	$2.24M	Sell	26,498 -6,216	-19%	-$556K	0.14%	112
2024 Q4	$2.64M	Sell	32,714 -11,272	-26%	-$976K	0.15%	106
2024 Q3	$4.01M	Sell	43,986 -3,464	-7%	-$291K	0.22%	86
2024 Q2	$3.65M	Sell	47,450 -13,660	-22%	-$1.12M	0.2%	93
2024 Q1	$5.32M	Buy	+61,110	New	+$5.22M	0.31%	66

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Diversify Advisory Services's MDT Position: Q2 2026 in Review

Diversify Advisory Services increased its Medtronic (MDT) stake by 2,744% in Q2 2026, buying an estimated $7.57M and bringing the position to 97,290 shares worth $8.19M. The position accounts for 0.14% of the portfolio, ranked #159.

Diversify Advisory Services first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Diversify Advisory Services held 97,290 shares of Medtronic worth $8.19M as of Q2 2026.
Diversify Advisory Services bought 93,869 Medtronic shares in Q2 2026, an estimated $7.57M.
Medtronic made up 0.14% of Diversify Advisory Services's portfolio in Q2 2026, its #159 holding.
Diversify Advisory Services first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.