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Journey Advisory Group’s Medtronic MDT Stock Holding History

Journey 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 		$4.9M Buy
62,121
+59,546
+2,312% +$4.8M 0.37% 78
2026
Q1 		$223K Sell
2,575
-250
-9% -$23.9K 0.02% 234
2025
Q4 		$271K Sell
2,825
-404
-13% -$39.2K 0.02% 233
2025
Q3 		$308K Sell
3,229
-2,109
-40% -$194K 0.02% 233
2025
Q2 		$465K Sell
5,338
-949
-15% -$80.5K 0.04% 204
2025
Q1 		$565K Sell
6,287
-680
-10% -$60.8K 0.05% 185
2024
Q4 		$548K Hold
6,967
– – 0.07% 148
2024
Q3 		$548K Hold
6,967
– – 0.07% 148
2024
Q2 		$548K Sell
6,967
-93
-1% -$7.62K 0.07% 146
2024
Q1 		$615K Buy
7,060
+3,422
+94% +$292K 0.08% 146
2023
Q4 		$300K Buy
3,638
+100
+3% +$7.62K 0.04% 177
2023
Q3 		$277K Buy
3,538
+840
+31% +$70.3K 0.04% 181
2023
Q2 		$238K Hold
2,698
– – 0.04% 208
2023
Q1 		$218K Sell
2,698
-728
-21% -$59.3K 0.03% 223
2022
Q4 		$266K Buy
3,426
+100
+3% +$8.11K 0.07% 194
2022
Q3 		$269K Sell
3,326
-1,307
-28% -$117K 0.07% 196
2022
Q2 		$431K Buy
4,633
+2,308
+99% +$234K 0.1% 169
2022
Q1 		$258K Buy
+2,325
New +$246K 0.07% 195
2021
Q4 		– Sell
-2,016
Closed -$253K – 209
2021
Q3 		$253K Buy
2,016
+28
+1% +$3.62K 0.08% 174
2021
Q2 		$247K Buy
1,988
+160
+9% +$20.1K 0.08% 184
2021
Q1 		$216K Sell
1,828
-25
-1% -$2.93K 0.08% 183
2020
Q4 		$217K Buy
+1,853
New +$204K 0.08% 168

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Journey Advisory Group's MDT Position: Q2 2026 in Review

Journey Advisory Group increased its Medtronic (MDT) stake by 2,312% in Q2 2026, buying an estimated $4.8M and bringing the position to 62,121 shares worth $4.9M. The position accounts for 0.37% of the portfolio, ranked #78.

Journey Advisory Group first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. 1,527 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Journey Advisory Group held 62,121 shares of Medtronic worth $4.9M as of Q2 2026.
  • Journey Advisory Group bought 59,546 Medtronic shares in Q2 2026, an estimated $4.8M.
  • Medtronic made up 0.37% of Journey Advisory Group's portfolio in Q2 2026, its #78 holding.
  • Journey Advisory Group first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • 1,527 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.