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LRI Investments’s Medtronic MDT Stock Holding History

LRI Investments’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 		$772K Buy
9,871
+649
+7% +$52.4K 0.06% 152
2026
Q1 		$799K Buy
9,222
+876
+10% +$83.9K 0.07% 132
2025
Q4 		$802K Sell
8,346
-686
-8% -$66.6K 0.06% 134
2025
Q3 		$860K Sell
9,032
-2,165
-19% -$199K 0.07% 125
2025
Q2 		$976K Buy
11,197
+309
+3% +$26.2K 0.08% 109
2025
Q1 		$978K Sell
10,888
-242
-2% -$21.7K 0.09% 108
2024
Q4 		$889K Buy
11,130
+515
+5% +$44.6K 0.09% 90
2024
Q3 		$913K Buy
10,615
+839
+9% +$70.6K 0.09% 94
2024
Q2 		$769K Buy
9,776
+6,025
+161% +$494K 0.09% 82
2024
Q1 		$327K Buy
+3,751
New +$320K 0.08% 102

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's MDT Position: Q2 2026 in Review

LRI Investments increased its Medtronic (MDT) stake by 7% in Q2 2026, buying an estimated $52.4K and bringing the position to 9,871 shares worth $772K. The position accounts for 0.06% of the portfolio, ranked #152.

LRI Investments first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $978K in Q1 2025. 926 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • LRI Investments held 9,871 shares of Medtronic worth $772K as of Q2 2026.
  • LRI Investments bought 649 Medtronic shares in Q2 2026, an estimated $52.4K.
  • Medtronic made up 0.06% of LRI Investments's portfolio in Q2 2026, its #152 holding.
  • LRI Investments first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Medtronic position peaked at $978K in Q1 2025.
  • 926 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.