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Insight Inv LLC’s Medtronic MDT Stock Holding History

Insight Inv LLC’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
-4,059
Closed -$352K – 110
2026
Q1 		$352K Sell
4,059
-2,184
-35% -$209K 0.19% 74
2025
Q4 		$600K Sell
6,243
-5,151
-45% -$500K 0.34% 67
2025
Q3 		$1.09M Sell
11,394
-2,679
-19% -$246K 0.64% 54
2025
Q2 		$1.23M Sell
14,073
-13,383
-49% -$1.13M 0.82% 49
2025
Q1 		$1.38M Buy
27,456
+12,550
+84% +$1.12M 0.95% 46
2024
Q4 		$1.19M Buy
14,906
+698
+5% +$60.4K 0.83% 50
2024
Q3 		$1.29M Sell
14,208
-510
-3% -$42.9K 1.08% 45
2024
Q2 		$1.17M Sell
14,718
-1,345
-8% -$110K 1.01% 47
2024
Q1 		$1.4M Buy
16,063
+225
+1% +$19.2K 1.21% 41
2023
Q4 		$1.3M Buy
15,838
+30
+0.2% +$2.29K 1.28% 39
2023
Q3 		$1.14M Sell
15,808
-215
-1% -$18K 1.27% 41
2023
Q2 		$1.41M Buy
16,023
+1,345
+9% +$116K 1.45% 35
2023
Q1 		$1.18M Sell
14,678
-925
-6% -$75.4K 1.28% 41
2022
Q4 		$1.21M Sell
15,603
-115
-0.7% -$9.32K 1.22% 42
2022
Q3 		$1.27M Buy
15,718
+275
+2% +$24.7K 1.41% 32
2022
Q2 		$1.4M Buy
15,443
+200
+1% +$20.3K 1.41% 31
2022
Q1 		$1.7M Buy
15,243
+3,494
+30% +$369K 1.54% 29
2021
Q4 		$1.22M Buy
+11,749
New +$1.36M 1.12% 42

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

Insight Inv LLC's MDT Position: Q2 2026 in Review

Insight Inv LLC sold out of Medtronic (MDT) in Q2 2026, closing a stake of 4,059 shares — an estimated $352K sold.

Insight Inv LLC first reported a position in MDT in Q4 2021 and held it in 18 quarters. The position peaked at $1.7M in Q1 2022. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Insight Inv LLC reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Insight Inv LLC sold 4,059 Medtronic shares in Q2 2026, an estimated $352K.
  • Insight Inv LLC first reported a position in Medtronic in Q4 2021 and held it in 18 quarters.
  • Insight Inv LLC's Medtronic position peaked at $1.7M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.