Marathon Capital Management’s Medtronic MDT Stock Holding History

Marathon Capital Management’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	$888K	Buy	11,357 +8,543	+304%	+$689K	0.18%	83
2026 Q1	$244K	Buy	2,814 +100	+4%	+$9.58K	0.05%	148
2025 Q4	$261K	Buy	+2,714	New	+$264K	0.06%	140
2016 Q2	–	Sell	-3,178	Closed	-$238K	–	90
2016 Q1	$238K	Buy	3,178 +350	+12%	+$26.4K	0.12%	62
2015 Q4	$217K	Buy	+2,828	New	+$213K	0.11%	65
2015 Q3	–	Sell	-2,794	Closed	-$207K	–	94
2015 Q2	$207K	Sell	2,794 -340	-11%	-$26K	0.1%	77
2015 Q1	$244K	Sell	3,134 -200	-6%	-$15.2K	0.11%	72
2014 Q4	$241K	Sell	3,334 -460	-12%	-$32K	0.22%	64
2014 Q3	$235K	Sell	3,794 -500	-12%	-$31.8K	0.21%	66
2014 Q2	$274K	Sell	4,294 -25	-0.6%	-$1.52K	0.22%	59
2014 Q1	$266K	Hold	4,319	–	–	0.2%	62
2013 Q4	$248K	Hold	4,319	–	–	0.18%	63
2013 Q3	$230K	Sell	4,319 -337	-7%	-$18.1K	0.2%	61
2013 Q2	$240K	Buy	+4,656	New	+$230K	0.2%	57

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 $3.37T AUM 44.26% 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

Marathon Capital Management's MDT Position: Q2 2026 in Review

Marathon Capital Management increased its Medtronic (MDT) stake by 304% in Q2 2026, buying an estimated $689K and bringing the position to 11,357 shares worth $888K. The position accounts for 0.18% of the portfolio, ranked #83.

Marathon Capital Management first reported a position in MDT in Q2 2013 and has held it in 14 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Marathon Capital Management held 11,357 shares of Medtronic worth $888K as of Q2 2026.
Marathon Capital Management bought 8,543 Medtronic shares in Q2 2026, an estimated $689K.
Medtronic made up 0.18% of Marathon Capital Management's portfolio in Q2 2026, its #83 holding.
Marathon Capital Management first reported a position in Medtronic in Q2 2013 and has held it in 14 quarters since.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.