GIM
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Goelzer Investment Management’s Medtronic MDT Stock Holding History

Goelzer 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 		$5.34M Sell
68,242
-4,118
-6% -$332K 0.23% 83
2026
Q1 		$6.27M Buy
72,360
+781
+1% +$74.8K 0.3% 68
2025
Q4 		$6.88M Buy
71,579
+1,342
+2% +$130K 0.32% 66
2025
Q3 		$6.69M Sell
70,237
-335
-0.5% -$30.8K 0.35% 61
2025
Q2 		$6.15M Sell
70,572
-727
-1% -$61.7K 0.34% 65
2025
Q1 		$6.41M Sell
71,299
-142
-0.2% -$12.7K 0.37% 57
2024
Q4 		$5.71M Sell
71,441
-1,027
-1% -$88.9K 0.33% 70
2024
Q3 		$6.52M Sell
72,468
-1,717
-2% -$144K 0.36% 62
2024
Q2 		$5.84M Sell
74,185
-647
-0.9% -$53K 0.33% 68
2024
Q1 		$6.52M Buy
74,832
+178
+0.2% +$15.2K 0.37% 65
2023
Q4 		$6.15M Buy
74,654
+26,087
+54% +$1.99M 0.4% 62
2023
Q3 		$3.81M Sell
48,567
-1,540
-3% -$129K 0.27% 89
2023
Q2 		$4.41M Sell
50,107
-679
-1% -$58.5K 0.37% 82
2023
Q1 		$4.09M Buy
+50,786
New +$4.14M 0.36% 84
2020
Q4 		– Sell
-2,267
Closed -$236K – 231
2020
Q3 		$236K Hold
2,267
– – 0.02% 233
2020
Q2 		$208K Sell
2,267
-986
-30% -$94.5K 0.02% 231
2020
Q1 		$293K Buy
3,253
+1,036
+47% +$110K 0.03% 214
2019
Q4 		$252K Sell
2,217
-282
-11% -$30.9K 0.02% 234
2019
Q3 		$271K Sell
2,499
-43
-2% -$4.49K 0.02% 230
2019
Q2 		$248K Sell
2,542
-140
-5% -$12.8K 0.02% 240
2019
Q1 		$244K Buy
+2,682
New +$240K 0.02% 249

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Goelzer Investment Management reduced its Medtronic (MDT) stake by 5.7% in Q2 2026, selling an estimated $332K and leaving 68,242 shares worth $5.34M. The position accounts for 0.23% of the portfolio, ranked #83.

Goelzer Investment Management first reported a position in MDT in Q1 2019 and has held it in 21 quarters since. The position peaked at $6.88M in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Goelzer Investment Management held 68,242 shares of Medtronic worth $5.34M as of Q2 2026.
  • Goelzer Investment Management sold 4,118 Medtronic shares in Q2 2026, an estimated $332K.
  • Medtronic made up 0.23% of Goelzer Investment Management's portfolio in Q2 2026, its #83 holding.
  • Goelzer Investment Management first reported a position in Medtronic in Q1 2019 and has held it in 21 quarters since.
  • Goelzer Investment Management's Medtronic position peaked at $6.88M in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.