Lido Advisors
MDT icon

Lido Advisors’s Medtronic MDT Stock Holding History

Lido 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
2020
Q3 		– Sell
-6,600
Closed -$605K – 675
2020
Q2 		$605K Hold
6,600
– – 0.02% 315
2020
Q1 		$595K Hold
6,600
– – 0.03% 296
2019
Q4 		$748K Hold
6,600
– – 0.03% 309
2019
Q3 		$716K Buy
+6,600
New +$689K 0.04% 269

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

Lido Advisors's MDT Position: Q2 2026 in Review

Lido Advisors reduced its Medtronic (MDT) stake by 12% in Q2 2026, selling an estimated $828K and leaving 77,478 shares worth $6.1M. The position accounts for 0.02% of the portfolio, ranked #458.

Lido Advisors first reported a position in MDT in Q3 2017 and has held it in 36 quarters since. The position peaked at $11.3M in Q1 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lido Advisors held 77,478 shares of Medtronic worth $6.1M as of Q2 2026.
  • Lido Advisors sold 10,268 Medtronic shares in Q2 2026, an estimated $828K.
  • Medtronic made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #458 holding.
  • Lido Advisors first reported a position in Medtronic in Q3 2017 and has held it in 36 quarters since.
  • Lido Advisors's Medtronic position peaked at $11.3M in Q1 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.