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Legacy Capital Group California’s Medtronic MDT Stock Holding History

Legacy Capital Group California’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 		$815K Sell
10,418
-251
-2% -$20.2K 0.25% 118
2026
Q1 		$924K Sell
10,669
-5,327
-33% -$510K 0.35% 79
2025
Q4 		$1.54M Buy
15,996
+1,815
+13% +$176K 0.37% 62
2025
Q3 		$1.35M Buy
14,181
+343
+2% +$31.5K 0.34% 67
2025
Q2 		$1.21M Buy
13,838
+26
+0.2% +$2.21K 0.33% 71
2025
Q1 		$1.24M Buy
13,812
+553
+4% +$49.5K 0.43% 39
2024
Q4 		$1.06M Buy
13,259
+603
+5% +$52.2K 0.32% 66
2024
Q3 		$1.14M Buy
12,656
+557
+5% +$46.9K 0.38% 58
2024
Q2 		$952K Buy
12,099
+1,633
+16% +$134K 0.34% 75
2024
Q1 		$912K Buy
10,466
+117
+1% +$9.98K 0.34% 84
2023
Q4 		$853K Buy
10,349
+539
+5% +$41.1K 0.33% 82
2023
Q3 		$769K Buy
9,810
+1,165
+13% +$97.5K 0.33% 86
2023
Q2 		$762K Buy
8,645
+1,827
+27% +$157K 0.31% 89
2023
Q1 		$550K Buy
+6,818
New +$556K 0.27% 113

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

Legacy Capital Group California's MDT Position: Q2 2026 in Review

Legacy Capital Group California reduced its Medtronic (MDT) stake by 2.4% in Q2 2026, selling an estimated $20.2K and leaving 10,418 shares worth $815K. The position accounts for 0.25% of the portfolio, ranked #118.

Legacy Capital Group California first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Legacy Capital Group California held 10,418 shares of Medtronic worth $815K as of Q2 2026.
  • Legacy Capital Group California sold 251 Medtronic shares in Q2 2026, an estimated $20.2K.
  • Medtronic made up 0.25% of Legacy Capital Group California's portfolio in Q2 2026, its #118 holding.
  • Legacy Capital Group California first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Medtronic position peaked at $1.54M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.