J. Safra Asset Management’s Medtronic MDT Stock Holding History

J. Safra Asset Management’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	-26	Closed	-$2.25K	–	664
2026 Q1	$2.25K	Buy	26 +6	+30%	+$575	﹤0.01%	594
2025 Q4	$1.92K	Hold	20	–	–	﹤0.01%	575
2025 Q3	$1.91K	Buy	+20	New	+$1.84K	﹤0.01%	415
2023 Q1	–	Sell	-217	Closed	-$16K	–	118
2022 Q4	$16K	Buy	+217	New	+$17.6K	﹤0.01%	48
2022 Q2	–	Sell	-1,000	Closed	-$146K	–	78
2022 Q1	$146K	Buy	+1,000	New	+$106K	0.02%	47

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

J. Safra Asset Management's MDT Position: Q2 2026 in Review

J. Safra Asset Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 26 shares — an estimated $2.25K sold.

J. Safra Asset Management first reported a position in MDT in Q1 2022 and held it in 5 quarters. The position peaked at $146K in Q1 2022. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

J. Safra Asset Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
J. Safra Asset Management sold 26 Medtronic shares in Q2 2026, an estimated $2.25K.
J. Safra Asset Management first reported a position in Medtronic in Q1 2022 and held it in 5 quarters.
J. Safra Asset Management's Medtronic position peaked at $146K in Q1 2022.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.