Golden State Equity Partners’s Medtronic MDT Stock Holding History

Golden State Equity Partners’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	$62.8K	Sell	803 -11,711	-94%	-$945K	0.17%	74
2026 Q1	$1.08M	Buy	12,514 +5,925	+90%	+$568K	0.08%	271
2025 Q4	$633K	Buy	6,589 +3,913	+146%	+$380K	0.1%	228
2025 Q3	$255K	Buy	+2,676	New	+$246K	0.04%	384
2025 Q2	–	Sell	-6,239	Closed	-$561K	–	462
2025 Q1	$561K	Buy	+6,239	New	+$558K	0.11%	227
2024 Q4	–	Sell	-901	Closed	-$81.1K	–	692
2024 Q3	$81.1K	Buy	+901	New	+$75.8K	0.01%	494
2023 Q4	$903K	Sell	10,963 -3,510	-24%	-$268K	0.22%	112
2023 Q3	$1.13M	Buy	14,473 +5,397	+59%	+$452K	0.32%	84
2023 Q2	$800K	Sell	9,076 -1,132	-11%	-$97.5K	0.22%	109
2023 Q1	$823K	Buy	+10,208	New	+$832K	0.45%	67
2022 Q1	$1.97M	Buy	+17,756	New	+$1.88M	0.99%	28
2021 Q4	–	Sell	-10,722	Closed	-$1.34M	–	219
2021 Q3	$1.34M	Buy	10,722 +122	+1%	+$15.8K	0.55%	43
2021 Q2	$1.32M	Buy	10,600 +2,073	+24%	+$260K	0.51%	46
2021 Q1	$1.01M	Buy	8,527 +2,300	+37%	+$270K	0.57%	49
2020 Q4	$729K	Buy	+6,227	New	+$686K	0.5%	55

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

Golden State Equity Partners's MDT Position: Q2 2026 in Review

Golden State Equity Partners reduced its Medtronic (MDT) stake by 94% in Q2 2026, selling an estimated $945K and leaving 803 shares worth $62.8K. The position accounts for 0.17% of the portfolio, ranked #74.

Golden State Equity Partners first reported a position in MDT in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.97M in Q1 2022. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Golden State Equity Partners held 803 shares of Medtronic worth $62.8K as of Q2 2026.
Golden State Equity Partners sold 11,711 Medtronic shares in Q2 2026, an estimated $945K.
Medtronic made up 0.17% of Golden State Equity Partners's portfolio in Q2 2026, its #74 holding.
Golden State Equity Partners first reported a position in Medtronic in Q4 2020 and has held it in 15 quarters since.
Golden State Equity Partners's Medtronic position peaked at $1.97M in Q1 2022.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.