GoalVest Advisory’s Medtronic MDT Stock Holding History

GoalVest 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	$2.66K	Hold	34	–	–	﹤0.01%	432
2026 Q1	$2.95K	Sell	34 -270	-89%	-$25.9K	﹤0.01%	416
2025 Q4	$29.2K	Buy	+304	New	+$29.5K	0.01%	297
2025 Q2	–	Sell	-3	Closed	-$270	–	471
2025 Q1	$270	Sell	3 -27	-90%	-$2.42K	﹤0.01%	417
2024 Q4	$2.4K	Buy	+30	New	+$2.6K	﹤0.01%	337
2024 Q1	–	Sell	-14,820	Closed	-$1.22M	–	447
2023 Q4	$1.22M	Sell	14,820 -613	-4%	-$46.7K	0.54%	24
2023 Q3	$1.21M	Sell	15,433 -164	-1%	-$13.7K	0.61%	18
2023 Q2	$1.37M	Sell	15,597 -198	-1%	-$17K	0.71%	13
2023 Q1	$1.27M	Buy	15,795 +6,376	+68%	+$520K	0.75%	29
2022 Q4	$732K	Sell	9,419 -607	-6%	-$49.2K	0.47%	52
2022 Q3	$810K	Sell	10,026 -7,035	-41%	-$632K	0.57%	51
2022 Q2	$1.54M	Sell	17,061 -641	-4%	-$64.9K	0.98%	25
2022 Q1	$1.96M	Buy	+17,702	New	+$1.87M	1.11%	25
2021 Q2	$642K	Buy	+5,173	New	+$650K	0.4%	70

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

GoalVest Advisory's MDT Position: Q2 2026 in Review

GoalVest Advisory held its Medtronic (MDT) position steady in Q2 2026 at 34 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

GoalVest Advisory first reported a position in MDT in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.96M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

GoalVest Advisory held 34 shares of Medtronic worth $2.66K as of Q2 2026.
GoalVest Advisory left its Medtronic share count unchanged in Q2 2026.
Medtronic made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #432 holding.
GoalVest Advisory first reported a position in Medtronic in Q2 2021 and has held it in 14 quarters since.
GoalVest Advisory's Medtronic position peaked at $1.96M in Q1 2022.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.