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Hoese & Co’s Medtronic MDT Stock Holding History

Hoese & Co’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 		$134K Sell
1,712
-172
-9% -$13.9K 0.09% 66
2026
Q1 		$163K Sell
1,884
-500
-21% -$47.9K 0.12% 44
2025
Q4 		$229K Hold
2,384
– – 0.16% 34
2025
Q3 		$227K Hold
2,384
– – 0.17% 36
2025
Q2 		$208K Buy
2,384
+1,393
+141% +$118K 0.17% 39
2025
Q1 		$89.1K Hold
991
– – 0.08% 48
2024
Q4 		$79.2K Sell
991
-20
-2% -$1.73K 0.07% 50
2024
Q3 		$91K Hold
1,011
– – 0.08% 49
2024
Q2 		$82.3K Buy
1,011
+20
+2% +$1.64K 0.07% 45
2024
Q1 		$82.6K Hold
991
– – 0.08% 48
2023
Q4 		$78.6K Hold
991
– – 0.08% 49
2023
Q3 		$77.7K Hold
991
– – 0.08% 52
2023
Q2 		$87.3K Sell
991
-8,000
-89% -$689K 0.08% 51
2023
Q1 		$744K Hold
8,991
– – 0.84% 19
2022
Q4 		$710K Sell
8,991
-3,019
-25% -$245K 0.75% 20
2022
Q3 		$970K Sell
12,010
-1,300
-10% -$117K 1.15% 17
2022
Q2 		$1.2M Buy
13,310
+12,150
+1,047% +$1.23M 1.34% 15
2022
Q1 		$129K Sell
1,160
-12,300
-91% -$1.3M 0.13% 48
2021
Q4 		$1.39M Buy
13,460
+258
+2% +$29.9K 1.38% 14
2021
Q3 		$1.66M Sell
13,202
-150
-1% -$19.4K 1.79% 13
2021
Q2 		$1.66M Buy
13,352
+119
+0.9% +$14.9K 1.86% 13
2021
Q1 		$1.56M Hold
13,233
– – 1.93% 12
2020
Q4 		$1.47M Buy
+13,233
New +$1.46M 2.71% 10

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

Hoese & Co's MDT Position: Q2 2026 in Review

Hoese & Co reduced its Medtronic (MDT) stake by 9.1% in Q2 2026, selling an estimated $13.9K and leaving 1,712 shares worth $134K. The position accounts for 0.09% of the portfolio, ranked #66.

Hoese & Co first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.66M in Q2 2021. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Hoese & Co held 1,712 shares of Medtronic worth $134K as of Q2 2026.
  • Hoese & Co sold 172 Medtronic shares in Q2 2026, an estimated $13.9K.
  • Medtronic made up 0.09% of Hoese & Co's portfolio in Q2 2026, its #66 holding.
  • Hoese & Co first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • Hoese & Co's Medtronic position peaked at $1.66M in Q2 2021.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.