Investment Research & Advisory Group’s Medtronic MDT Stock Holding History

Investment Research & Advisory 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	-109	Closed	-$13.2K	–	319
2026 Q1	$13.2K	Hold	109	–	–	﹤0.01%	194
2025 Q4	$13.1K	Hold	109	–	–	﹤0.01%	180
2025 Q3	$13K	Hold	109	–	–	﹤0.01%	166
2025 Q2	$9.5K	Sell	109 -93	-46%	-$7.89K	﹤0.01%	173
2025 Q1	$18.2K	Buy	202 +93	+85%	+$8.32K	0.01%	148
2024 Q4	$8.71K	Hold	109	–	–	﹤0.01%	162
2024 Q3	$9.81K	Hold	109	–	–	﹤0.01%	157
2024 Q2	$8.58K	Hold	109	–	–	﹤0.01%	155
2024 Q1	$9.5K	Hold	109	–	–	﹤0.01%	154
2023 Q4	$8.98K	Hold	109	–	–	﹤0.01%	151
2023 Q3	$8.54K	Hold	109	–	–	﹤0.01%	152
2023 Q2	$9.6K	Hold	109	–	–	0.01%	160
2023 Q1	$8.79K	Hold	109	–	–	0.01%	142
2022 Q4	$8.47K	Hold	109	–	–	0.01%	141
2022 Q3	$9K	Hold	109	–	–	0.01%	132
2022 Q2	$10K	Hold	109	–	–	0.01%	132
2022 Q1	$12K	Hold	109	–	–	0.01%	147
2021 Q4	$11K	Hold	109	–	–	0.01%	156
2021 Q3	$14K	Buy	109 +34	+45%	+$4.4K	0.01%	127
2021 Q2	$9K	Buy	+75	New	+$9.42K	0.01%	138

Other funds holding MDT

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Investment Research & Advisory Group's MDT Position: Q2 2026 in Review

Investment Research & Advisory Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 109 shares — an estimated $13.2K sold.

Investment Research & Advisory Group first reported a position in MDT in Q2 2021 and held it in 20 quarters. The position peaked at $18.2K in Q1 2025. 858 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Investment Research & Advisory Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Investment Research & Advisory Group sold 109 Medtronic shares in Q2 2026, an estimated $13.2K.
Investment Research & Advisory Group first reported a position in Medtronic in Q2 2021 and held it in 20 quarters.
Investment Research & Advisory Group's Medtronic position peaked at $18.2K in Q1 2025.
858 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.