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Essential Partners’s Medtronic MDT Stock Holding History

Essential 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 		$87.1K Sell
1,114
-180
-14% -$14.5K 0.04% 455
2026
Q1 		$112K Sell
1,294
-4,325
-77% -$414K 0.04% 398
2025
Q4 		$540K Buy
5,619
+12
+0.2% +$1.17K 0.17% 171
2025
Q3 		$534K Buy
5,607
+1,439
+35% +$132K 0.18% 167
2025
Q2 		$363K Buy
+4,168
New +$353K 0.15% 203

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Essential Partners's MDT Position: Q2 2026 in Review

Essential Partners reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $14.5K and leaving 1,114 shares worth $87.1K. The position accounts for 0.04% of the portfolio, ranked #455.

Essential Partners first reported a position in MDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $540K in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Essential Partners held 1,114 shares of Medtronic worth $87.1K as of Q2 2026.
  • Essential Partners sold 180 Medtronic shares in Q2 2026, an estimated $14.5K.
  • Medtronic made up 0.04% of Essential Partners's portfolio in Q2 2026, its #455 holding.
  • Essential Partners first reported a position in Medtronic in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Medtronic position peaked at $540K in Q4 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.