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Innovative Asset Advisors Group’s Medtronic MDT Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-1,316
Closed -$115K – 717
2026
Q1 		$115K Buy
+1,316
New +$126K 0.07% 188

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Innovative Asset Advisors Group's MDT Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 1,316 shares — an estimated $115K sold.

Innovative Asset Advisors Group first reported a position in MDT in Q1 2026 and held it in 1 quarter. The position peaked at $115K in Q1 2026. 2,044 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 1,316 Medtronic shares in Q2 2026, an estimated $115K.
  • Innovative Asset Advisors Group first reported a position in Medtronic in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Medtronic position peaked at $115K in Q1 2026.
  • 2,044 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.