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Gladstone Institutional Advisory’s Medtronic MDT Stock Holding History

Gladstone Institutional Advisory’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 		$1.83M Buy
23,375
+2,998
+15% +$242K 0.06% 308
2026
Q1 		$1.77M Sell
20,377
-862
-4% -$82.6K 0.07% 282
2025
Q4 		$2.04M Buy
21,239
+379
+2% +$36.8K 0.08% 250
2025
Q3 		$1.99M Buy
20,860
+248
+1% +$22.8K 0.08% 248
2025
Q2 		$1.8M Buy
20,612
+154
+0.8% +$13.1K 0.07% 253
2025
Q1 		$1.84M Sell
20,458
-2,737
-12% -$245K 0.09% 240
2024
Q4 		$1.85M Sell
23,195
-3,846
-14% -$333K 0.09% 234
2024
Q3 		$2.43M Sell
27,041
-20,663
-43% -$1.74M 0.12% 194
2024
Q2 		$3.75M Buy
47,704
+2,405
+5% +$197K 0.2% 141
2024
Q1 		$3.95M Buy
45,299
+16,093
+55% +$1.37M 0.22% 127
2023
Q4 		$2.41M Sell
29,206
-144
-0.5% -$11K 0.13% 187
2023
Q3 		$2.3M Sell
29,350
-6,121
-17% -$512K 0.15% 174
2023
Q2 		$3.12M Buy
35,471
+8,384
+31% +$722K 0.19% 135
2023
Q1 		$2.18M Buy
27,087
+4,243
+19% +$346K 0.14% 183
2022
Q4 		$1.78M Sell
22,844
-3,352
-13% -$272K 0.13% 198
2022
Q3 		$2.12M Sell
26,196
-457
-2% -$41.1K 0.17% 158
2022
Q2 		$2.39M Sell
26,653
-1,575
-6% -$160K 0.19% 139
2022
Q1 		$3.13M Sell
28,228
-15,744
-36% -$1.66M 0.21% 123
2021
Q4 		$4.55M Buy
43,972
+11,862
+37% +$1.37M 0.35% 79
2021
Q3 		$4.03M Buy
32,110
+21,780
+211% +$2.82M 0.39% 70
2021
Q2 		$1.28M Buy
10,330
+6,691
+184% +$840K 0.15% 158
2021
Q1 		$430K Buy
+3,639
New +$426K 0.07% 256
2020
Q2 		– Sell
-4,245
Closed -$383K – 279
2020
Q1 		$383K Buy
4,245
+1,046
+33% +$111K 0.1% 162
2019
Q4 		$363K Sell
3,199
-831
-21% -$91.2K 0.09% 169
2019
Q3 		$438K Buy
4,030
+93
+2% +$9.7K 0.11% 162
2019
Q2 		$383K Buy
+3,937
New +$359K 0.12% 173

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

Gladstone Institutional Advisory's MDT Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Medtronic (MDT) stake by 15% in Q2 2026, buying an estimated $242K and bringing the position to 23,375 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #308.

Gladstone Institutional Advisory first reported a position in MDT in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.55M in Q4 2021. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Gladstone Institutional Advisory held 23,375 shares of Medtronic worth $1.83M as of Q2 2026.
  • Gladstone Institutional Advisory bought 2,998 Medtronic shares in Q2 2026, an estimated $242K.
  • Medtronic made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #308 holding.
  • Gladstone Institutional Advisory first reported a position in Medtronic in Q2 2019 and has held it in 26 quarters since.
  • Gladstone Institutional Advisory's Medtronic position peaked at $4.55M in Q4 2021.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.