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Klingman & Associates’s Medtronic MDT Stock Holding History

Klingman & Associates’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 		– Sell
-2,420
Closed -$210K – 359
2026
Q1 		$210K Sell
2,420
-185
-7% -$17.7K 0.01% 321
2025
Q4 		$250K Buy
2,605
+75
+3% +$7.29K 0.01% 284
2025
Q3 		$241K Buy
+2,530
New +$233K 0.01% 288
2016
Q4 		– Sell
-1,362
Closed -$118K – 229
2016
Q3 		$118K Hold
1,362
– – 0.04% 125
2016
Q2 		$118K Hold
1,362
– – 0.04% 124
2016
Q1 		$102K Sell
1,362
-25
-2% -$1.88K 0.04% 138
2015
Q4 		$107K Hold
1,387
– – 0.04% 151
2015
Q3 		$92K Hold
1,387
– – 0.04% 163
2015
Q2 		$103K Hold
1,387
– – 0.04% 131
2015
Q1 		$108K Buy
+1,387
New +$105K 0.04% 123

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

Klingman & Associates's MDT Position: Q2 2026 in Review

Klingman & Associates sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,420 shares — an estimated $210K sold.

Klingman & Associates first reported a position in MDT in Q1 2015 and held it in 10 quarters. The position peaked at $250K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Klingman & Associates reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Klingman & Associates sold 2,420 Medtronic shares in Q2 2026, an estimated $210K.
  • Klingman & Associates first reported a position in Medtronic in Q1 2015 and held it in 10 quarters.
  • Klingman & Associates's Medtronic position peaked at $250K in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.