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Kestra Investment Management’s Medtronic MDT Stock Holding History

Kestra Investment 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 		$700K Sell
8,947
-21,828
-71% -$1.76M 0.01% 279
2026
Q1 		$2.67M Sell
30,775
-9,644
-24% -$924K 0.05% 107
2025
Q4 		$3.88M Buy
40,419
+2,874
+8% +$279K 0.1% 81
2025
Q3 		$3.6M Buy
37,545
+4,781
+15% +$440K 0.1% 84
2025
Q2 		$2.86M Buy
32,764
+9,525
+41% +$808K 0.09% 86
2025
Q1 		$2.09M Buy
23,239
+16,575
+249% +$1.48M 0.07% 92
2024
Q4 		$532K Buy
6,664
+705
+12% +$61K 0.02% 217
2024
Q3 		$536K Buy
+5,959
New +$501K 0.02% 203

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

Kestra Investment Management's MDT Position: Q2 2026 in Review

Kestra Investment Management reduced its Medtronic (MDT) stake by 71% in Q2 2026, selling an estimated $1.76M and leaving 8,947 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #279.

Kestra Investment Management first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.88M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Kestra Investment Management held 8,947 shares of Medtronic worth $700K as of Q2 2026.
  • Kestra Investment Management sold 21,828 Medtronic shares in Q2 2026, an estimated $1.76M.
  • Medtronic made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #279 holding.
  • Kestra Investment Management first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Medtronic position peaked at $3.88M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.