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Monarch Capital Management’s Medtronic MDT Stock Holding History

Monarch 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 		$4.74M Buy
59,986
+365
+0.6% +$29.4K 1.09% 34
2026
Q1 		$5.21M Buy
59,621
+719
+1% +$68.9K 1.27% 28
2025
Q4 		$5.69M Sell
58,902
-937
-2% -$91K 1.4% 25
2025
Q3 		$5.73M Sell
59,839
-1,730
-3% -$159K 1.41% 24
2025
Q2 		$5.4M Buy
61,569
+400
+0.7% +$33.9K 1.45% 25
2025
Q1 		$5.53M Sell
61,169
-1,894
-3% -$169K 1.54% 26
2024
Q4 		$5.07M Sell
63,063
-845
-1% -$73.2K 1.39% 27
2024
Q3 		$5.79M Buy
63,908
+256
+0.4% +$21.5K 1.56% 26
2024
Q2 		$5.04M Sell
63,652
-564
-0.9% -$46.2K 1.48% 26
2024
Q1 		$5.63M Buy
64,216
+93
+0.1% +$7.94K 1.59% 25
2023
Q4 		$5.31M Sell
64,123
-994
-2% -$75.8K 1.61% 22
2023
Q3 		$5.14M Sell
65,117
-396
-0.6% -$33.1K 1.65% 23
2023
Q2 		$5.81M Sell
65,513
-256
-0.4% -$22K 1.76% 19
2023
Q1 		$5.34M Buy
65,769
+243
+0.4% +$19.8K 1.64% 22
2022
Q4 		$5.13M Sell
65,526
-1,153
-2% -$93.4K 1.57% 22
2022
Q3 		$5.42M Sell
66,679
-557
-0.8% -$50.1K 1.77% 17
2022
Q2 		$6.03M Buy
67,236
+245
+0.4% +$24.8K 1.8% 19
2022
Q1 		$7.43M Buy
66,991
+342
+0.5% +$36.1K 1.97% 17
2021
Q4 		$6.89M Buy
66,649
+824
+1% +$95.4K 1.77% 21
2021
Q3 		$8.25M Sell
65,825
-2,040
-3% -$264K 2.29% 12
2021
Q2 		$8.42M Sell
67,865
-572
-0.8% -$71.8K 2.41% 12
2021
Q1 		$8.08M Sell
68,437
-3,657
-5% -$429K 2.4% 12
2020
Q4 		$8.45M Sell
72,094
-771
-1% -$84.9K 2.66% 10
2020
Q3 		$7.57M Sell
72,865
-474
-0.6% -$47.6K 2.63% 12
2020
Q2 		$6.72M Buy
73,339
+129
+0.2% +$12.4K 2.46% 14
2020
Q1 		$6.6M Sell
73,210
-1,200
-2% -$128K 2.69% 10
2019
Q4 		$8.44M Sell
74,410
-610
-0.8% -$66.9K 2.75% 9
2019
Q3 		$8.15M Sell
75,020
-631
-0.8% -$65.8K 2.85% 8
2019
Q2 		$7.37M Buy
75,651
+194
+0.3% +$17.7K 2.63% 11
2019
Q1 		$6.87M Buy
75,457
+1,205
+2% +$108K 2.49% 13
2018
Q4 		$6.75M Sell
74,252
-20
-0% -$1.87K 2.73% 12
2018
Q3 		$7.31M Sell
74,272
-4,950
-6% -$458K 2.64% 12
2018
Q2 		$6.78M Sell
79,222
-3,820
-5% -$319K 2.6% 13
2018
Q1 		$6.66M Sell
83,042
-515
-0.6% -$42.5K 2.56% 12
2017
Q4 		$6.75M Sell
83,557
-1,895
-2% -$152K 2.51% 12
2017
Q3 		$6.65M Sell
85,452
-821
-1% -$68.2K 2.48% 12
2017
Q2 		$7.66M Sell
86,273
-1,875
-2% -$158K 2.9% 7
2017
Q1 		$7.1M Sell
88,148
-420
-0.5% -$32.8K 2.6% 11
2016
Q4 		$6.31M Buy
88,568
+1,404
+2% +$110K 2.36% 14
2016
Q3 		$7.53M Sell
87,164
-749
-0.9% -$65.3K 2.85% 8
2016
Q2 		$7.63M Buy
87,913
+5
+0% +$404 2.84% 7
2016
Q1 		$6.59M Sell
87,908
-920
-1% -$69.3K 2.38% 13
2015
Q4 		$6.83M Sell
88,828
-3,429
-4% -$258K 2.62% 10
2015
Q3 		$6.18M Sell
92,257
-1,942
-2% -$143K 2.52% 10
2015
Q2 		$6.98M Buy
94,199
+249
+0.3% +$19K 2.67% 7
2015
Q1 		$7.33M Sell
93,950
-1,445
-2% -$110K 2.77% 6
2014
Q4 		$6.89M Sell
95,395
-4,475
-4% -$311K 2.61% 11
2014
Q3 		$6.19M Sell
99,870
-4,750
-5% -$302K 2.47% 12
2014
Q2 		$6.67M Sell
104,620
-1,326
-1% -$80.6K 2.58% 10
2014
Q1 		$6.52M Sell
105,946
-700
-0.7% -$40.8K 2.58% 11
2013
Q4 		$6.12M Sell
106,646
-7,175
-6% -$407K 2.4% 14
2013
Q3 		$6.06M Sell
113,821
-2,680
-2% -$144K 2.54% 12
2013
Q2 		$6M Buy
+116,501
New +$5.76M 2.58% 12

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

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

Monarch Capital Management increased its Medtronic (MDT) stake by 0.61% in Q2 2026, buying an estimated $29.4K and bringing the position to 59,986 shares worth $4.74M. The position accounts for 1.09% of the portfolio, ranked #34.

Monarch Capital Management first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.45M in Q4 2020. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Monarch Capital Management held 59,986 shares of Medtronic worth $4.74M as of Q2 2026.
  • Monarch Capital Management bought 365 Medtronic shares in Q2 2026, an estimated $29.4K.
  • Medtronic made up 1.09% of Monarch Capital Management's portfolio in Q2 2026, its #34 holding.
  • Monarch Capital Management first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
  • Monarch Capital Management's Medtronic position peaked at $8.45M in Q4 2020.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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