IMA Advisory Services’s Medtronic MDT Stock Holding History

IMA Advisory Services’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	$90.5K	Buy	1,150 +1,067	+1,286%	+$86.1K	0.01%	433
2026 Q1	$7.25K	Buy	83 +3	+4%	+$287	﹤0.01%	349
2025 Q4	$7.74K	Buy	80 +69	+627%	+$6.7K	﹤0.01%	357
2025 Q3	$1.05K	Hold	11	–	–	﹤0.01%	364
2025 Q2	$967	Buy	+11	New	+$933	﹤0.01%	354
2023 Q4	–	Sell	-1,725	Closed	-$135K	–	189
2023 Q3	$135K	Sell	1,725 -110	-6%	-$9.21K	0.03%	147
2023 Q2	$162K	Sell	1,835 -82	-4%	-$7.06K	0.04%	137
2023 Q1	$155K	Sell	1,917 -11,914	-86%	-$971K	0.04%	139
2022 Q4	$1.07M	Sell	13,831 -4,074	-23%	-$330K	0.28%	84
2022 Q3	$1.45M	Sell	17,905 -1,500	-8%	-$135K	0.39%	74
2022 Q2	$1.74M	Sell	19,405 -116	-0.6%	-$11.8K	0.43%	73
2022 Q1	$2.17M	Buy	19,521 +396	+2%	+$41.8K	0.5%	69
2021 Q4	$1.98M	Sell	19,125 -1,965	-9%	-$228K	0.44%	77
2021 Q3	$2.64M	Sell	21,090 -65	-0.3%	-$8.41K	0.62%	54
2021 Q2	$2.63M	Sell	21,155 -885	-4%	-$111K	0.61%	61
2021 Q1	$2.6M	Buy	22,040 +759	+4%	+$89K	0.64%	61
2020 Q4	$2.49M	Sell	21,281 -5,424	-20%	-$597K	0.7%	52
2020 Q3	$2.77M	Buy	26,705 +3,065	+13%	+$308K	0.93%	32
2020 Q2	$2.17M	Buy	+23,640	New	+$2.27M	0.78%	43
2020 Q1	–	Sell	-45	Closed	-$5K	–	276
2019 Q4	$5K	Hold	45	–	–	﹤0.01%	252
2019 Q3	$5K	Hold	45	–	–	﹤0.01%	255
2019 Q2	$4K	Buy	+45	New	+$4.11K	﹤0.01%	251
2019 Q1	–	Sell	-51	Closed	-$5K	–	314
2018 Q4	$5K	Hold	51	–	–	﹤0.01%	248
2018 Q3	$5K	Hold	51	–	–	﹤0.01%	256
2018 Q2	$4K	Buy	+51	New	+$4.26K	﹤0.01%	353

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 $3.38T AUM 44.17% 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

IMA Advisory Services's MDT Position: Q2 2026 in Review

IMA Advisory Services increased its Medtronic (MDT) stake by 1,286% in Q2 2026, buying an estimated $86.1K and bringing the position to 1,150 shares worth $90.5K. The position accounts for 0.01% of the portfolio, ranked #433.

IMA Advisory Services first reported a position in MDT in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.77M in Q3 2020. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

IMA Advisory Services held 1,150 shares of Medtronic worth $90.5K as of Q2 2026.
IMA Advisory Services bought 1,067 Medtronic shares in Q2 2026, an estimated $86.1K.
Medtronic made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #433 holding.
IMA Advisory Services first reported a position in Medtronic in Q2 2018 and has held it in 25 quarters since.
IMA Advisory Services's Medtronic position peaked at $2.77M in Q3 2020.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.