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Financial Perspectives’s Medtronic MDT Stock Holding History

Financial Perspectives’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 		$16.6M Sell
212,224
-6,681
-3% -$539K 4.04% 4
2026
Q1 		$19M Buy
218,905
+1,603
+0.7% +$154K 5.3% 3
2025
Q4 		$20.9M Buy
217,302
+362
+0.2% +$35.2K 5.62% 2
2025
Q3 		$20.7M Sell
216,940
-1,978
-0.9% -$182K 5.73% 1
2025
Q2 		$19.1M Sell
218,918
-4,061
-2% -$344K 5.77% 1
2025
Q1 		$20M Sell
222,979
-4,117
-2% -$368K 6.86% 1
2024
Q4 		$18.1M Buy
227,096
+5,261
+2% +$455K 6.09% 1
2024
Q3 		$20M Sell
221,835
-9,847
-4% -$828K 6.92% 1
2024
Q2 		$18.2M Sell
231,682
-3,744
-2% -$307K 6.73% 1
2024
Q1 		$20.5M Sell
235,426
-3,844
-2% -$328K 7.78% 1
2023
Q4 		$19.7M Sell
239,270
-1,744
-0.7% -$133K 8% 1
2023
Q3 		$18.9M Buy
241,014
+10,306
+4% +$863K 8.64% 1
2023
Q2 		$20.3M Buy
230,708
+299
+0.1% +$25.7K 8.94% 1
2023
Q1 		$18.6M Buy
230,409
+3,294
+1% +$268K 8.88% 1
2022
Q4 		$17.7M Buy
227,115
+71
+0% +$5.75K 9.05% 1
2022
Q3 		$18.3M Sell
227,044
-40
-0% -$3.6K 10.28% 1
2022
Q2 		$20.4M Buy
227,084
+2,454
+1% +$249K 11.5% 1
2022
Q1 		$24.9M Sell
224,630
-1,731
-0.8% -$183K 11.64% 1
2021
Q4 		$23.4M Buy
226,361
+233
+0.1% +$27K 11.07% 1
2021
Q3 		$28.3M Sell
226,128
-6,424
-3% -$831K 14.28% 1
2021
Q2 		$28.9M Buy
232,552
+66
+0% +$8.29K 14.05% 1
2021
Q1 		$27.5M Buy
232,486
+1,529
+0.7% +$179K 14.69% 1
2020
Q4 		$27.1M Sell
230,957
-319
-0.1% -$35.1K 15.37% 1
2020
Q3 		$24M Buy
231,276
+939
+0.4% +$94.3K 15.81% 1
2020
Q2 		$21.1M Buy
230,337
+2,495
+1% +$239K 15.11% 1
2020
Q1 		$20.5M Sell
227,842
-649
-0.3% -$69K 16.61% 1
2019
Q4 		$25.9M Buy
+228,491
New +$25.1M 17.69% 2

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

Financial Perspectives's MDT Position: Q2 2026 in Review

Financial Perspectives reduced its Medtronic (MDT) stake by 3.1% in Q2 2026, selling an estimated $539K and leaving 212,224 shares worth $16.6M. The position accounts for 4.04% of the portfolio, ranked #4.

Financial Perspectives first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.9M in Q2 2021. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Financial Perspectives held 212,224 shares of Medtronic worth $16.6M as of Q2 2026.
  • Financial Perspectives sold 6,681 Medtronic shares in Q2 2026, an estimated $539K.
  • Medtronic made up 4.04% of Financial Perspectives's portfolio in Q2 2026, its #4 holding.
  • Financial Perspectives first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Medtronic position peaked at $28.9M in Q2 2021.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.