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Eagle Rock Investment Company’s Medtronic MDT Stock Holding History

Eagle Rock Investment Company’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 		– Sell
-5,180
Closed -$449K – 164
2026
Q1 		$449K Buy
5,180
+364
+8% +$34.9K 0.07% 122
2025
Q4 		$463K Hold
4,816
– – 0.07% 122
2025
Q3 		$459K Buy
+4,816
New +$443K 0.07% 124

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Truist Financial
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Eagle Rock Investment Company's MDT Position: Q2 2026 in Review

Eagle Rock Investment Company sold out of Medtronic (MDT) in Q2 2026, closing a stake of 5,180 shares — an estimated $449K sold.

Eagle Rock Investment Company first reported a position in MDT in Q3 2025 and held it in 3 quarters. The position peaked at $463K in Q4 2025. 795 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Eagle Rock Investment Company reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Eagle Rock Investment Company sold 5,180 Medtronic shares in Q2 2026, an estimated $449K.
  • Eagle Rock Investment Company first reported a position in Medtronic in Q3 2025 and held it in 3 quarters.
  • Eagle Rock Investment Company's Medtronic position peaked at $463K in Q4 2025.
  • 795 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.