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Ipsen Advisor Group’s Medtronic MDT Stock Holding History

Ipsen Advisor 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 		$471K Sell
6,015
-86
-1% -$6.94K 0.3% 79
2026
Q1 		$529K Buy
6,101
+149
+3% +$14.3K 0.37% 70
2025
Q4 		$572K Buy
5,952
+101
+2% +$9.81K 0.41% 64
2025
Q3 		$557K Sell
5,851
-110
-2% -$10.1K 0.4% 65
2025
Q2 		$520K Buy
5,961
+169
+3% +$14.3K 0.4% 65
2025
Q1 		$520K Buy
5,792
+45
+0.8% +$4.03K 0.45% 55
2024
Q4 		$459K Buy
+5,747
New +$498K 0.39% 62
2022
Q4 		$281K Buy
+3,621
New +$293K 0.32% 80

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Ipsen Advisor Group's MDT Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Medtronic (MDT) stake by 1.4% in Q2 2026, selling an estimated $6.94K and leaving 6,015 shares worth $471K. The position accounts for 0.3% of the portfolio, ranked #79.

Ipsen Advisor Group first reported a position in MDT in Q4 2022 and has held it in 8 quarters since. The position peaked at $572K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Ipsen Advisor Group held 6,015 shares of Medtronic worth $471K as of Q2 2026.
  • Ipsen Advisor Group sold 86 Medtronic shares in Q2 2026, an estimated $6.94K.
  • Medtronic made up 0.3% of Ipsen Advisor Group's portfolio in Q2 2026, its #79 holding.
  • Ipsen Advisor Group first reported a position in Medtronic in Q4 2022 and has held it in 8 quarters since.
  • Ipsen Advisor Group's Medtronic position peaked at $572K in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.