HFO
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Heritage Family Offices’s Medtronic MDT Stock Holding History

Heritage Family Offices’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 		$319K Sell
4,080
-1,643
-29% -$133K 0.12% 139
2026
Q1 		$496K Sell
5,723
-1,706
-23% -$163K 0.22% 104
2025
Q4 		$714K Sell
7,429
-653
-8% -$63.4K 0.32% 74
2025
Q3 		$770K Sell
8,082
-129
-2% -$11.9K 0.36% 66
2025
Q2 		$720K Hold
8,211
– – 0.36% 67
2025
Q1 		$738K Buy
8,211
+339
+4% +$30.3K 0.38% 65
2024
Q4 		$629K Sell
7,872
-180
-2% -$15.6K 0.31% 70
2024
Q3 		$725K Buy
8,052
+63
+0.8% +$5.3K 0.37% 59
2024
Q2 		$629K Buy
+7,989
New +$655K 0.35% 68

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

Heritage Family Offices's MDT Position: Q2 2026 in Review

Heritage Family Offices reduced its Medtronic (MDT) stake by 29% in Q2 2026, selling an estimated $133K and leaving 4,080 shares worth $319K. The position accounts for 0.12% of the portfolio, ranked #139.

Heritage Family Offices first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $770K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Heritage Family Offices held 4,080 shares of Medtronic worth $319K as of Q2 2026.
  • Heritage Family Offices sold 1,643 Medtronic shares in Q2 2026, an estimated $133K.
  • Medtronic made up 0.12% of Heritage Family Offices's portfolio in Q2 2026, its #139 holding.
  • Heritage Family Offices first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
  • Heritage Family Offices's Medtronic position peaked at $770K in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.