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Investment House LLC’s Medtronic MDT Stock Holding History

Investment House 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 		$2.59M Sell
33,100
-8,673
-21% -$700K 0.12% 112
2026
Q1 		$3.62M Sell
41,773
-150
-0.4% -$14.4K 0.19% 90
2025
Q4 		$4.03M Sell
41,923
-40
-0.1% -$3.88K 0.19% 89
2025
Q3 		$4M Sell
41,963
-105
-0.2% -$9.65K 0.19% 92
2025
Q2 		$3.67M Sell
42,068
-963
-2% -$81.7K 0.19% 92
2025
Q1 		$3.87M Buy
43,031
+390
+0.9% +$34.9K 0.22% 84
2024
Q4 		$3.41M Sell
42,641
-287
-0.7% -$24.8K 0.19% 88
2024
Q3 		$3.86M Buy
42,928
+1,503
+4% +$126K 0.21% 89
2024
Q2 		$3.26M Buy
41,425
+3,197
+8% +$262K 0.19% 84
2024
Q1 		$3.33M Buy
38,228
+24,330
+175% +$2.08M 0.2% 86
2023
Q4 		$1.14M Sell
13,898
-1,285
-8% -$97.9K 0.08% 116
2023
Q3 		$1.19M Sell
15,183
-132
-0.9% -$11.1K 0.09% 111
2023
Q2 		$1.35M Sell
15,315
-948
-6% -$81.6K 0.1% 108
2023
Q1 		$1.31M Sell
16,263
-1,720
-10% -$140K 0.11% 101
2022
Q4 		$1.4M Sell
17,983
-14,542
-45% -$1.18M 0.13% 89
2022
Q3 		$2.63M Sell
32,525
-27,051
-45% -$2.43M 0.25% 75
2022
Q2 		$5.35M Buy
59,576
+13,160
+28% +$1.33M 0.47% 58
2022
Q1 		$5.15M Sell
46,416
-565
-1% -$59.7K 0.38% 62
2021
Q4 		$4.86M Sell
46,981
-2,070
-4% -$240K 0.31% 64
2021
Q3 		$6.15M Buy
49,051
+365
+0.7% +$47.2K 0.45% 54
2021
Q2 		$6.04M Buy
48,686
+1,255
+3% +$158K 0.42% 58
2021
Q1 		$5.6M Sell
47,431
-62,115
-57% -$7.28M 0.43% 58
2020
Q4 		$12.8M Buy
109,546
+215
+0.2% +$23.7K 0.9% 28
2020
Q3 		$11.4M Sell
109,331
-790
-0.7% -$79.3K 0.89% 31
2020
Q2 		$10.1M Sell
110,121
-12,435
-10% -$1.19M 0.89% 30
2020
Q1 		$11.1M Buy
122,556
+2,575
+2% +$274K 1.26% 23
2019
Q4 		$13.6M Buy
119,981
+1,360
+1% +$149K 1.26% 22
2019
Q3 		$12.9M Buy
118,621
+4,235
+4% +$442K 1.3% 22
2019
Q2 		$11.1M Buy
114,386
+1,518
+1% +$139K 1.17% 27
2019
Q1 		$10.3M Buy
112,868
+10
+0% +$895 1.11% 27
2018
Q4 		$10.3M Buy
112,858
+19,275
+21% +$1.8M 1.28% 25
2018
Q3 		$9.21M Buy
93,583
+1,595
+2% +$147K 0.98% 28
2018
Q2 		$7.88M Sell
91,988
-100
-0.1% -$8.35K 0.91% 31
2018
Q1 		$7.39M Sell
92,088
-3,592
-4% -$296K 0.9% 33
2017
Q4 		$7.73M Buy
95,680
+75
+0.1% +$6.01K 0.94% 32
2017
Q3 		$7.43M Hold
95,605
– – 0.97% 32
2017
Q2 		$8.48M Sell
95,605
-1,150
-1% -$97K 1.14% 26
2017
Q1 		$7.79M Sell
96,755
-9,280
-9% -$725K 1.1% 27
2016
Q4 		$7.55M Sell
106,035
-4,050
-4% -$318K 1.15% 25
2016
Q3 		$9.51M Sell
110,085
-350
-0.3% -$30.5K 1.43% 18
2016
Q2 		$9.58M Sell
110,435
-3,634
-3% -$294K 1.53% 15
2016
Q1 		$8.55M Sell
114,069
-2,850
-2% -$215K 1.36% 18
2015
Q4 		$8.99M Sell
116,919
-45,745
-28% -$3.44M 1.47% 18
2015
Q3 		$10.9M Sell
162,664
-27,343
-14% -$2.01M 1.9% 8
2015
Q2 		$14.1M Sell
190,007
-4,440
-2% -$339K 2.26% 6
2015
Q1 		$15.2M Sell
194,447
-26,038
-12% -$1.97M 2.45% 5
2014
Q4 		$15.9M Sell
220,485
-6,201
-3% -$431K 2.57% 5
2014
Q3 		$14M Sell
226,686
-1,275
-0.6% -$81.1K 2.34% 7
2014
Q2 		$14.5M Sell
227,961
-3,192
-1% -$194K 2.49% 6
2014
Q1 		$14.2M Buy
231,153
+25
+0% +$1.46K 2.53% 6
2013
Q4 		$13.3M Buy
231,128
+16,400
+8% +$930K 2.39% 7
2013
Q3 		$11.4M Hold
214,728
– – 2.31% 7
2013
Q2 		$11.1M Buy
+214,728
New +$10.6M 2.4% 7

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Investment House LLC's MDT Position: Q2 2026 in Review

Investment House LLC reduced its Medtronic (MDT) stake by 21% in Q2 2026, selling an estimated $700K and leaving 33,100 shares worth $2.59M. The position accounts for 0.12% of the portfolio, ranked #112.

Investment House LLC first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.9M in Q4 2014. 959 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Investment House LLC held 33,100 shares of Medtronic worth $2.59M as of Q2 2026.
  • Investment House LLC sold 8,673 Medtronic shares in Q2 2026, an estimated $700K.
  • Medtronic made up 0.12% of Investment House LLC's portfolio in Q2 2026, its #112 holding.
  • Investment House LLC first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's Medtronic position peaked at $15.9M in Q4 2014.
  • 959 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.