Live Oak Investment Partners’s Medtronic MDT Stock Holding History

Live Oak Investment Partners’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	$774K	Buy	9,892 +512	+5%	+$41.3K	0.42%	51
2026 Q1	$813K	Buy	9,380 +584	+7%	+$55.9K	0.48%	49
2025 Q4	$845K	Buy	+8,796	New	+$854K	0.52%	52
2024 Q4	–	Hold	0	–	–	–	95
2024 Q3	–	Hold	0	–	–	–	95
2024 Q2	–	Hold	0	–	–	–	94
2023 Q4	–	Hold	0	–	–	–	100
2023 Q3	–	Hold	0	–	–	–	103
2023 Q2	–	Hold	0	–	–	–	98
2023 Q1	–	Hold	0	–	–	–	95
2022 Q4	–	Hold	0	–	–	–	95

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Live Oak Investment Partners's MDT Position: Q2 2026 in Review

Live Oak Investment Partners increased its Medtronic (MDT) stake by 5.5% in Q2 2026, buying an estimated $41.3K and bringing the position to 9,892 shares worth $774K. The position accounts for 0.42% of the portfolio, ranked #51.

Live Oak Investment Partners first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $845K in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Live Oak Investment Partners held 9,892 shares of Medtronic worth $774K as of Q2 2026.
Live Oak Investment Partners bought 512 Medtronic shares in Q2 2026, an estimated $41.3K.
Medtronic made up 0.42% of Live Oak Investment Partners's portfolio in Q2 2026, its #51 holding.
Live Oak Investment Partners first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
Live Oak Investment Partners's Medtronic position peaked at $845K in Q4 2025.
2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.