LA
MDT icon

Lakeside Advisors’s Medtronic MDT Stock Holding History

Lakeside 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 		$905K Sell
11,568
-292
-2% -$23.6K 0.57% 34
2026
Q1 		$1.03M Sell
11,860
-93
-0.8% -$8.91K 0.69% 29
2025
Q4 		$1.15M Sell
11,953
-1,193
-9% -$116K 0.73% 26
2025
Q3 		$1.25M Sell
13,146
-243
-2% -$22.3K 0.79% 24
2025
Q2 		$1.17M Buy
13,389
+8
+0.1% +$678 0.75% 26
2025
Q1 		$1.2M Buy
13,381
+8
+0.1% +$716 0.8% 26
2024
Q4 		$1.07M Sell
13,373
-1,795
-12% -$155K 0.71% 26
2024
Q3 		$1.37M Sell
15,168
-243
-2% -$20.4K 0.86% 24
2024
Q2 		$1.21M Sell
15,411
-794
-5% -$65.1K 0.79% 24
2024
Q1 		$1.41M Sell
16,205
-194
-1% -$16.6K 0.9% 23
2023
Q4 		$1.35M Sell
16,399
-1,193
-7% -$90.9K 0.94% 24
2023
Q3 		$1.38M Sell
17,592
-95
-0.5% -$7.95K 1.06% 22
2023
Q2 		$1.56M Sell
17,687
-94
-0.5% -$8.09K 1.15% 21
2023
Q1 		$1.43M Buy
17,781
+6
+0% +$489 1.11% 22
2022
Q4 		$1.38M Sell
17,775
-294
-2% -$23.8K 1.13% 20
2022
Q3 		$1.46M Buy
18,069
+9,808
+119% +$881K 1.31% 17
2022
Q2 		$741K Buy
+8,261
New +$837K 0.63% 30

Other funds holding MDT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lakeside Advisors's MDT Position: Q2 2026 in Review

Lakeside Advisors reduced its Medtronic (MDT) stake by 2.5% in Q2 2026, selling an estimated $23.6K and leaving 11,568 shares worth $905K. The position accounts for 0.57% of the portfolio, ranked #34.

Lakeside Advisors first reported a position in MDT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.56M in Q2 2023. 1,163 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lakeside Advisors held 11,568 shares of Medtronic worth $905K as of Q2 2026.
  • Lakeside Advisors sold 292 Medtronic shares in Q2 2026, an estimated $23.6K.
  • Medtronic made up 0.57% of Lakeside Advisors's portfolio in Q2 2026, its #34 holding.
  • Lakeside Advisors first reported a position in Medtronic in Q2 2022 and has held it in 17 quarters since.
  • Lakeside Advisors's Medtronic position peaked at $1.56M in Q2 2023.
  • 1,163 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.