Klein Pavlis & Peasley Financial’s Medtronic MDT Stock Holding History

Klein Pavlis & Peasley Financial’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	$4.05M	Buy	51,778 +4,855	+10%	+$392K	2.11%	13
2026 Q1	$4.07M	Buy	46,923 +2,555	+6%	+$245K	2.25%	13
2025 Q4	$4.26M	Sell	44,368 -765	-2%	-$74.3K	2.51%	10
2025 Q3	$4.3M	Buy	45,133 +1,140	+3%	+$105K	2.64%	10
2025 Q2	$3.83M	Buy	43,993 +5,629	+15%	+$477K	2.56%	11
2025 Q1	$3.39M	Buy	38,364 +8,433	+28%	+$755K	2.44%	14
2024 Q4	$2.39M	Buy	29,931 +4,807	+19%	+$416K	1.93%	18
2024 Q3	$2.26M	Buy	25,124 +9,168	+57%	+$771K	1.81%	18
2024 Q2	$1.26M	Buy	+15,956	New	+$1.31M	1.12%	36

Other funds holding MDT

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Klein Pavlis & Peasley Financial's MDT Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Medtronic (MDT) stake by 10% in Q2 2026, buying an estimated $392K and bringing the position to 51,778 shares worth $4.05M. The position accounts for 2.11% of the portfolio, ranked #13.

Klein Pavlis & Peasley Financial first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.3M in Q3 2025. 858 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Klein Pavlis & Peasley Financial held 51,778 shares of Medtronic worth $4.05M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 4,855 Medtronic shares in Q2 2026, an estimated $392K.
Medtronic made up 2.11% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #13 holding.
Klein Pavlis & Peasley Financial first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
Klein Pavlis & Peasley Financial's Medtronic position peaked at $4.3M in Q3 2025.
858 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.