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Fortis Group Advisors’s Medtronic MDT Stock Holding History

Fortis Group Advisors’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 		$19.2K Buy
245
+15
+7% +$1.21K ﹤0.01% 347
2026
Q1 		$19.9K Hold
230
– – ﹤0.01% 344
2025
Q4 		$22.1K Hold
230
– – ﹤0.01% 333
2025
Q3 		$21.9K Hold
230
– – ﹤0.01% 289
2025
Q2 		$20K Hold
230
– – ﹤0.01% 289
2025
Q1 		$20.7K Hold
230
– – ﹤0.01% 252
2024
Q4 		$18.4K Hold
230
– – ﹤0.01% 264
2024
Q3 		$20.7K Hold
230
– – ﹤0.01% 240
2024
Q2 		$18.1K Hold
230
– – ﹤0.01% 244
2024
Q1 		$20K Sell
230
-230
-50% -$19.6K ﹤0.01% 260
2023
Q4 		$37.9K Buy
460
+230
+100% +$17.5K 0.01% 184
2023
Q3 		$18K Buy
+230
New +$19.3K 0.01% 182
2020
Q3 		$395K Buy
+3,808
New +$382K 0.08% 121

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

Fortis Group Advisors's MDT Position: Q2 2026 in Review

Fortis Group Advisors increased its Medtronic (MDT) stake by 6.5% in Q2 2026, buying an estimated $1.21K and bringing the position to 245 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Fortis Group Advisors first reported a position in MDT in Q3 2020 and has held it in 13 quarters since. The position peaked at $395K in Q3 2020. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Fortis Group Advisors held 245 shares of Medtronic worth $19.2K as of Q2 2026.
  • Fortis Group Advisors bought 15 Medtronic shares in Q2 2026, an estimated $1.21K.
  • Medtronic made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #347 holding.
  • Fortis Group Advisors first reported a position in Medtronic in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Medtronic position peaked at $395K in Q3 2020.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.