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Jones Kertz & Associates’s Medtronic MDT Stock Holding History

Jones Kertz & Associates’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 		$680K Sell
8,698
-1,650
-16% -$133K 0.31% 56
2026
Q1 		$897K Sell
10,348
-50
-0.5% -$4.79K 0.48% 51
2025
Q4 		$999K Buy
+10,398
New +$1.01M 0.51% 48

Other funds holding MDT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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

Jones Kertz & Associates's MDT Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Medtronic (MDT) stake by 16% in Q2 2026, selling an estimated $133K and leaving 8,698 shares worth $680K. The position accounts for 0.31% of the portfolio, ranked #56.

Jones Kertz & Associates first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $999K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Jones Kertz & Associates held 8,698 shares of Medtronic worth $680K as of Q2 2026.
  • Jones Kertz & Associates sold 1,650 Medtronic shares in Q2 2026, an estimated $133K.
  • Medtronic made up 0.31% of Jones Kertz & Associates's portfolio in Q2 2026, its #56 holding.
  • Jones Kertz & Associates first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Medtronic position peaked at $999K in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.