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FWL Investment Management’s Medtronic MDT Stock Holding History

FWL Investment Management’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 		$2.53M Sell
32,316
-173,774
-84% -$14M 0.46% 45
2026
Q1 		$17.9M Buy
206,090
+100,191
+95% +$9.6M 3.92% 7
2025
Q4 		$10.2M Buy
105,899
+10,301
+11% +$1M 2.45% 18
2025
Q3 		$9.1M Buy
95,598
+41,186
+76% +$3.79M 2.37% 19
2025
Q2 		$4.74M Buy
54,412
+13,448
+33% +$1.14M 1.45% 22
2025
Q1 		$3.68M Buy
+40,964
New +$3.67M 1.37% 24
2024
Q4 		– Sell
-100
Closed -$9K – 321
2024
Q3 		$9K Buy
+100
New +$8.41K ﹤0.01% 243

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

FWL Investment Management's MDT Position: Q2 2026 in Review

FWL Investment Management reduced its Medtronic (MDT) stake by 84% in Q2 2026, selling an estimated $14M and leaving 32,316 shares worth $2.53M. The position accounts for 0.46% of the portfolio, ranked #45.

FWL Investment Management first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.9M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • FWL Investment Management held 32,316 shares of Medtronic worth $2.53M as of Q2 2026.
  • FWL Investment Management sold 173,774 Medtronic shares in Q2 2026, an estimated $14M.
  • Medtronic made up 0.46% of FWL Investment Management's portfolio in Q2 2026, its #45 holding.
  • FWL Investment Management first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
  • FWL Investment Management's Medtronic position peaked at $17.9M in Q1 2026.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.