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EPIQ Partners’s Medtronic MDT Stock Holding History

EPIQ 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 		$872K Sell
11,153
-100
-0.9% -$8.07K 0.37% 46
2026
Q1 		$975K Hold
11,253
– – 0.46% 46
2025
Q4 		$1.08M Hold
11,253
– – 0.5% 45
2025
Q3 		$1.07M Hold
11,253
– – 0.51% 42
2025
Q2 		$981K Sell
11,253
-1,000
-8% -$84.8K 0.5% 43
2025
Q1 		$1.1M Hold
12,253
– – 0.58% 41
2024
Q4 		$979K Sell
12,253
-1,200
-9% -$104K 0.53% 42
2024
Q3 		$1.21M Hold
13,453
– – 0.67% 35
2024
Q2 		$1.06M Hold
13,453
– – 0.72% 35
2024
Q1 		$1.17M Hold
13,453
– – 0.78% 35
2023
Q4 		$1.11M Sell
13,453
-4,700
-26% -$358K 0.79% 35
2023
Q3 		$1.42M Hold
18,153
– – 1.07% 30
2023
Q2 		$1.6M Buy
18,153
+300
+2% +$25.8K 1.09% 32
2023
Q1 		$1.44M Sell
17,853
-956
-5% -$77.9K 0.99% 34
2022
Q4 		$1.46M Sell
18,809
-300
-2% -$24.3K 0.97% 36
2022
Q3 		$1.54M Buy
19,109
+1,283
+7% +$115K 0.95% 39
2022
Q2 		$1.6M Sell
17,826
-24
-0.1% -$2.43K 0.98% 39
2022
Q1 		$1.98M Sell
17,850
-868
-5% -$91.7K 1.06% 37
2021
Q4 		$1.94M Sell
18,718
-200
-1% -$23.2K 1.03% 37
2021
Q3 		$2.37M Buy
18,918
+3,717
+24% +$481K 1.09% 37
2021
Q2 		$1.89M Buy
15,201
+24
+0.2% +$3.01K 0.95% 38
2021
Q1 		$1.79M Sell
15,177
-208
-1% -$24.4K 1.03% 38
2020
Q4 		$1.8M Hold
15,385
– – 1.25% 32
2020
Q3 		$1.68M Sell
15,385
-300
-2% -$30.1K 1.27% 33
2020
Q2 		$1.44M Hold
15,685
– – 1.31% 31
2020
Q1 		$1.41M Buy
15,685
+208
+1% +$22.1K 1.56% 28
2019
Q4 		$1.76M Buy
+15,477
New +$1.7M 1.78% 26

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EPIQ Partners's MDT Position: Q2 2026 in Review

EPIQ Partners reduced its Medtronic (MDT) stake by 0.89% in Q2 2026, selling an estimated $8.07K and leaving 11,153 shares worth $872K. The position accounts for 0.37% of the portfolio, ranked #46.

EPIQ Partners first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.37M in Q3 2021. 458 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • EPIQ Partners held 11,153 shares of Medtronic worth $872K as of Q2 2026.
  • EPIQ Partners sold 100 Medtronic shares in Q2 2026, an estimated $8.07K.
  • Medtronic made up 0.37% of EPIQ Partners's portfolio in Q2 2026, its #46 holding.
  • EPIQ Partners first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • EPIQ Partners's Medtronic position peaked at $2.37M in Q3 2021.
  • 458 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.