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Keebeck Wealth Management’s Medtronic MDT Stock Holding History

Keebeck Wealth 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 		$561K Buy
7,103
+2,591
+57% +$209K 0.05% 239
2026
Q1 		$394K Buy
4,512
+489
+12% +$46.8K 0.04% 263
2025
Q4 		$389K Buy
4,023
+180
+5% +$17.5K 0.04% 257
2025
Q3 		$369K Sell
3,843
-25
-0.6% -$2.3K 0.04% 267
2025
Q2 		$340K Sell
3,868
-118
-3% -$10K 0.04% 266
2025
Q1 		$361K Buy
3,986
+522
+15% +$46.7K 0.05% 197
2024
Q4 		$279K Buy
3,464
+233
+7% +$20.2K 0.04% 221
2024
Q3 		$293K Sell
3,231
-199
-6% -$16.7K 0.04% 214
2024
Q2 		$272K Hold
3,430
– – 0.04% 228
2024
Q1 		$301K Hold
3,430
– – 0.04% 237
2023
Q4 		$285K Sell
3,430
-36
-1% -$2.74K 0.05% 233
2023
Q3 		$274K Buy
3,466
+65
+2% +$5.44K 0.05% 214
2023
Q2 		$302K Sell
3,401
-28
-0.8% -$2.41K 0.04% 214
2023
Q1 		$279K Sell
3,429
-836
-20% -$68.1K 0.04% 214
2022
Q4 		$334K Buy
4,265
+42
+1% +$3.4K 0.06% 185
2022
Q3 		$344K Hold
4,223
– – 0.07% 178
2022
Q2 		$382K Hold
4,223
– – 0.07% 173
2022
Q1 		$471K Hold
4,223
– – 0.08% 165
2021
Q4 		$440K Sell
4,223
-300
-7% -$34.7K 0.08% 158
2021
Q3 		$570K Sell
4,523
-533
-11% -$69K 0.11% 131
2021
Q2 		$630K Sell
5,056
-100
-2% -$12.6K 0.09% 148
2021
Q1 		$612K Hold
5,156
– – 0.1% 144
2020
Q4 		$607K Buy
5,156
+812
+19% +$89.4K 0.11% 135
2020
Q3 		$453K Buy
4,344
+248
+6% +$24.9K 0.09% 137
2020
Q2 		$377K Hold
4,096
– – 0.12% 127
2020
Q1 		$371K Buy
4,096
+2,100
+105% +$223K 0.15% 110
2019
Q4 		$227K Buy
+1,996
New +$219K 0.07% 135

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

Keebeck Wealth Management's MDT Position: Q2 2026 in Review

Keebeck Wealth Management increased its Medtronic (MDT) stake by 57% in Q2 2026, buying an estimated $209K and bringing the position to 7,103 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #239.

Keebeck Wealth Management first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $630K in Q2 2021. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Keebeck Wealth Management held 7,103 shares of Medtronic worth $561K as of Q2 2026.
  • Keebeck Wealth Management bought 2,591 Medtronic shares in Q2 2026, an estimated $209K.
  • Medtronic made up 0.05% of Keebeck Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Keebeck Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • Keebeck Wealth Management's Medtronic position peaked at $630K in Q2 2021.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.