LRIA
MDT icon

Leonard Rickey Investment Advisors’s Medtronic MDT Stock Holding History

Leonard Rickey Investment 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 		$326K Sell
4,167
-978
-19% -$78.9K 0.05% 95
2026
Q1 		$446K Buy
5,145
+5
+0.1% +$479 0.08% 72
2025
Q4 		$494K Buy
5,140
+118
+2% +$11.5K 0.09% 72
2025
Q3 		$478K Buy
5,022
+161
+3% +$14.8K 0.09% 67
2025
Q2 		$424K Buy
4,861
+606
+14% +$51.4K 0.08% 68
2025
Q1 		$358K Buy
4,255
+670
+19% +$60K 0.08% 72
2024
Q4 		$286K Buy
3,585
+67
+2% +$5.8K 0.07% 87
2024
Q3 		$317K Sell
3,518
-29
-0.8% -$2.44K 0.07% 82
2024
Q2 		$279K Buy
3,547
+1,238
+54% +$101K 0.07% 85
2024
Q1 		$201K Buy
+2,309
New +$197K 0.05% 92

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 $3.38T AUM 44.17% 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

Leonard Rickey Investment Advisors's MDT Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Medtronic (MDT) stake by 19% in Q2 2026, selling an estimated $78.9K and leaving 4,167 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #95.

Leonard Rickey Investment Advisors first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $494K in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Leonard Rickey Investment Advisors held 4,167 shares of Medtronic worth $326K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 978 Medtronic shares in Q2 2026, an estimated $78.9K.
  • Medtronic made up 0.05% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Leonard Rickey Investment Advisors first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
  • Leonard Rickey Investment Advisors's Medtronic position peaked at $494K in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.