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MDT icon

InvesTrust’s Medtronic MDT Stock Holding History

InvesTrust’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 		$326K Hold
4,165
– – 0.13% 88
2026
Q1 		$361K Hold
4,165
– – 0.15% 85
2025
Q4 		$400K Sell
4,165
-65
-2% -$6.31K 0.15% 83
2025
Q3 		$403K Hold
4,230
– – 0.15% 84
2025
Q2 		$369K Hold
4,230
– – 0.14% 86
2025
Q1 		$380K Hold
4,230
– – 0.1% 85
2024
Q4 		$337K Buy
+4,230
New +$366K 0.09% 87

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

InvesTrust's MDT Position: Q2 2026 in Review

InvesTrust held its Medtronic (MDT) position steady in Q2 2026 at 4,165 shares worth $326K. The position accounts for 0.13% of the portfolio, ranked #88.

InvesTrust first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q3 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • InvesTrust held 4,165 shares of Medtronic worth $326K as of Q2 2026.
  • InvesTrust left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.13% of InvesTrust's portfolio in Q2 2026, its #88 holding.
  • InvesTrust first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's Medtronic position peaked at $403K in Q3 2025.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.