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Lifeworks Advisors’s Medtronic MDT Stock Holding History

Lifeworks 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 		$4.38M Buy
55,996
+5,443
+11% +$439K 0.46% 66
2026
Q1 		$4.38M Buy
50,553
+3,900
+8% +$374K 0.56% 61
2025
Q4 		$4.48M Sell
46,653
-10,836
-19% -$1.05M 0.58% 57
2025
Q3 		$5.48M Buy
57,489
+54,820
+2,054% +$5.04M 0.73% 39
2025
Q2 		$233K Buy
+2,669
New +$226K 0.03% 287
2022
Q3 		– Sell
-3,715
Closed -$333K – 149
2022
Q2 		$333K Buy
3,715
+862
+30% +$87.3K 0.21% 97
2022
Q1 		$317K Buy
2,853
+175
+7% +$18.5K 0.21% 95
2021
Q4 		$277K Buy
+2,678
New +$310K 0.22% 98

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

Lifeworks Advisors's MDT Position: Q2 2026 in Review

Lifeworks Advisors increased its Medtronic (MDT) stake by 11% in Q2 2026, buying an estimated $439K and bringing the position to 55,996 shares worth $4.38M. The position accounts for 0.46% of the portfolio, ranked #66.

Lifeworks Advisors first reported a position in MDT in Q4 2021 and has held it in 8 quarters since. The position peaked at $5.48M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lifeworks Advisors held 55,996 shares of Medtronic worth $4.38M as of Q2 2026.
  • Lifeworks Advisors bought 5,443 Medtronic shares in Q2 2026, an estimated $439K.
  • Medtronic made up 0.46% of Lifeworks Advisors's portfolio in Q2 2026, its #66 holding.
  • Lifeworks Advisors first reported a position in Medtronic in Q4 2021 and has held it in 8 quarters since.
  • Lifeworks Advisors's Medtronic position peaked at $5.48M in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.