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Money Concepts Capital’s Medtronic MDT Stock Holding History

Money Concepts Capital’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 		$4.32M Sell
55,181
-7,933
-13% -$640K 0.2% 106
2026
Q1 		$5.47M Buy
63,114
+22,269
+55% +$2.13M 0.3% 75
2025
Q4 		$3.92M Sell
40,845
-84
-0.2% -$8.16K 0.22% 98
2025
Q3 		$3.9M Sell
40,929
-475
-1% -$43.7K 0.24% 88
2025
Q2 		$3.61M Buy
41,404
+5,259
+15% +$446K 0.24% 87
2025
Q1 		$3.25M Buy
36,145
+11,380
+46% +$1.02M 0.24% 90
2024
Q4 		$1.98M Buy
24,765
+867
+4% +$75.1K 0.15% 147
2024
Q3 		$2.15M Sell
23,898
-316
-1% -$26.6K 0.16% 135
2024
Q2 		$1.91M Buy
24,214
+1,041
+4% +$85.3K 0.16% 145
2024
Q1 		$2.02M Buy
23,173
+1,736
+8% +$148K 0.19% 143
2023
Q4 		$1.77M Buy
21,437
+1,002
+5% +$76.4K 0.16% 149
2023
Q3 		$1.6M Buy
20,435
+1,430
+8% +$120K 0.17% 150
2023
Q2 		$1.67M Sell
19,005
-72,541
-79% -$6.25M 0.17% 142
2023
Q1 		$7.43M Buy
91,546
+43,005
+89% +$3.51M 0.41% 62
2022
Q4 		$3.77M Sell
48,541
-533
-1% -$43.2K 0.17% 123
2022
Q3 		$3.96M Buy
49,074
+21,499
+78% +$1.93M 0.23% 85
2022
Q2 		$2.52M Sell
27,575
-2,722
-9% -$276K 0.22% 102
2022
Q1 		$3.36M Buy
30,297
+12,752
+73% +$1.35M 0.19% 112
2021
Q4 		$1.81M Buy
+17,545
New +$2.03M 0.15% 144
2021
Q1 		$1.91M Buy
16,128
+378
+2% +$44.3K 0.15% 146
2020
Q4 		$1.84M Buy
+15,750
New +$1.73M 0.17% 130

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Money Concepts Capital's MDT Position: Q2 2026 in Review

Money Concepts Capital reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $640K and leaving 55,181 shares worth $4.32M. The position accounts for 0.2% of the portfolio, ranked #106.

Money Concepts Capital first reported a position in MDT in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.43M in Q1 2023. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Money Concepts Capital held 55,181 shares of Medtronic worth $4.32M as of Q2 2026.
  • Money Concepts Capital sold 7,933 Medtronic shares in Q2 2026, an estimated $640K.
  • Medtronic made up 0.2% of Money Concepts Capital's portfolio in Q2 2026, its #106 holding.
  • Money Concepts Capital first reported a position in Medtronic in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Medtronic position peaked at $7.43M in Q1 2023.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.