MEG
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Millstone Evans Group’s Medtronic MDT Stock Holding History

Millstone Evans Group’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 		$320K Sell
4,091
-477
-10% -$38.5K 0.17% 98
2026
Q1 		$396K Sell
4,568
-212
-4% -$20.3K 0.24% 84
2025
Q4 		$459K Buy
4,780
+1,189
+33% +$115K 0.27% 67
2025
Q3 		$342K Sell
3,591
-153
-4% -$14.1K 0.22% 77
2025
Q2 		$326K Sell
3,744
-39
-1% -$3.31K 0.22% 83
2025
Q1 		$340K Hold
3,783
– – 0.23% 79
2024
Q4 		$302K Buy
+3,783
New +$327K 0.21% 86

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Millstone Evans Group's MDT Position: Q2 2026 in Review

Millstone Evans Group reduced its Medtronic (MDT) stake by 10% in Q2 2026, selling an estimated $38.5K and leaving 4,091 shares worth $320K. The position accounts for 0.17% of the portfolio, ranked #98.

Millstone Evans Group first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q4 2025. 1,796 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Millstone Evans Group held 4,091 shares of Medtronic worth $320K as of Q2 2026.
  • Millstone Evans Group sold 477 Medtronic shares in Q2 2026, an estimated $38.5K.
  • Medtronic made up 0.17% of Millstone Evans Group's portfolio in Q2 2026, its #98 holding.
  • Millstone Evans Group first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Medtronic position peaked at $459K in Q4 2025.
  • 1,796 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.