DIM
MDT icon

DLK Investment Management’s Medtronic MDT Stock Holding History

DLK Investment Management’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 		$3.82M Sell
48,481
-7,302
-13% -$589K 1.62% 25
2026
Q1 		$4.83M Buy
55,783
+108
+0.2% +$10.3K 1.91% 27
2025
Q4 		$5.35M Buy
55,675
+3,161
+6% +$307K 1.99% 21
2025
Q3 		$5M Buy
52,514
+43
+0.1% +$3.95K 1.88% 22
2025
Q2 		$4.57M Buy
52,471
+891
+2% +$75.6K 1.73% 29
2025
Q1 		$4.64M Buy
51,580
+3,947
+8% +$353K 1.94% 24
2024
Q4 		$3.8M Sell
47,633
-2,270
-5% -$197K 1.59% 28
2024
Q3 		$4.49M Buy
49,903
+1,422
+3% +$120K 1.72% 27
2024
Q2 		$3.82M Buy
48,481
+1,363
+3% +$112K 1.58% 26
2024
Q1 		$4.11M Buy
47,118
+9,258
+24% +$790K 1.75% 26
2023
Q4 		$3.12M Buy
+37,860
New +$2.89M 1.42% 30

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

DLK Investment Management's MDT Position: Q2 2026 in Review

DLK Investment Management reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $589K and leaving 48,481 shares worth $3.82M. The position accounts for 1.62% of the portfolio, ranked #25.

DLK Investment Management first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.35M in Q4 2025. 545 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • DLK Investment Management held 48,481 shares of Medtronic worth $3.82M as of Q2 2026.
  • DLK Investment Management sold 7,302 Medtronic shares in Q2 2026, an estimated $589K.
  • Medtronic made up 1.62% of DLK Investment Management's portfolio in Q2 2026, its #25 holding.
  • DLK Investment Management first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • DLK Investment Management's Medtronic position peaked at $5.35M in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.