Moment Partners’s Medtronic MDT Stock Holding History

Moment 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	$287K	Buy	3,640 +91	+3%	+$7.34K	0.05%	84
2026 Q1	$310K	Sell	3,549 -18	-0.5%	-$1.72K	0.06%	89
2025 Q4	$345K	Sell	3,567 -613	-15%	-$59.5K	0.07%	72
2025 Q3	$398K	Buy	4,180 +424	+11%	+$39K	0.07%	80
2025 Q2	$327K	Buy	3,756 +181	+5%	+$15.3K	0.06%	90
2025 Q1	$321K	Sell	3,575 -27	-0.7%	-$2.42K	0.06%	91
2024 Q4	$288K	Buy	+3,602	New	+$312K	0.05%	96

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Moment Partners's MDT Position: Q2 2026 in Review

Moment Partners increased its Medtronic (MDT) stake by 2.6% in Q2 2026, buying an estimated $7.34K and bringing the position to 3,640 shares worth $287K. The position accounts for 0.05% of the portfolio, ranked #84.

Moment Partners first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $398K in Q3 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Moment Partners held 3,640 shares of Medtronic worth $287K as of Q2 2026.
Moment Partners bought 91 Medtronic shares in Q2 2026, an estimated $7.34K.
Medtronic made up 0.05% of Moment Partners's portfolio in Q2 2026, its #84 holding.
Moment Partners first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
Moment Partners's Medtronic position peaked at $398K in Q3 2025.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.