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Kelleher Financial Advisors’s Medtronic MDT Stock Holding History

Kelleher Financial Advisors’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 		$170K Buy
2,179
+854
+64% +$68.9K 0.02% 308
2026
Q1 		$115K Hold
1,325
– – 0.03% 269
2025
Q4 		$127K Hold
1,325
– – 0.03% 275
2025
Q3 		$126K Buy
+1,325
New +$122K 0.03% 229

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

Kelleher Financial Advisors's MDT Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Medtronic (MDT) stake by 64% in Q2 2026, buying an estimated $68.9K and bringing the position to 2,179 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #308.

Kelleher Financial Advisors first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Kelleher Financial Advisors held 2,179 shares of Medtronic worth $170K as of Q2 2026.
  • Kelleher Financial Advisors bought 854 Medtronic shares in Q2 2026, an estimated $68.9K.
  • Medtronic made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #308 holding.
  • Kelleher Financial Advisors first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.