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Legacy Trust’s Medtronic MDT Stock Holding History

Legacy Trust’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 		$203K Sell
2,595
-636
-20% -$51.3K 0.04% 207
2026
Q1 		$280K Sell
3,231
-10
-0.3% -$958 0.05% 179
2025
Q4 		$311K Buy
3,241
+55
+2% +$5.34K 0.06% 164
2025
Q3 		$303K Buy
+3,186
New +$293K 0.06% 159

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 Trust's MDT Position: Q2 2026 in Review

Legacy Trust reduced its Medtronic (MDT) stake by 20% in Q2 2026, selling an estimated $51.3K and leaving 2,595 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #207.

Legacy Trust first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $311K in Q4 2025. 2,143 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Legacy Trust held 2,595 shares of Medtronic worth $203K as of Q2 2026.
  • Legacy Trust sold 636 Medtronic shares in Q2 2026, an estimated $51.3K.
  • Medtronic made up 0.04% of Legacy Trust's portfolio in Q2 2026, its #207 holding.
  • Legacy Trust first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
  • Legacy Trust's Medtronic position peaked at $311K in Q4 2025.
  • 2,143 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.