MBT
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Montecito Bank & Trust’s Medtronic MDT Stock Holding History

Montecito Bank & Trust’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 		$282K Buy
3,611
+72
+2% +$5.81K 0.04% 242
2026
Q1 		$307K Buy
3,539
+450
+15% +$43.1K 0.05% 238
2025
Q4 		$297K Sell
3,089
-367
-11% -$35.6K 0.05% 239
2025
Q3 		$329K Buy
+3,456
New +$318K 0.05% 239
2025
Q1 		$226K Sell
2,516
-300
-11% -$26.8K 0.04% 269
2024
Q4 		$225K Hold
2,816
– – 0.04% 263
2024
Q3 		$254K Hold
2,816
– – 0.04% 259
2024
Q2 		$222K Buy
2,816
+10
+0.4% +$820 0.05% 248
2024
Q1 		$245K Sell
2,806
-1,266
-31% -$108K 0.05% 247
2023
Q4 		$335K Sell
4,072
-3,058
-43% -$233K 0.07% 207
2023
Q3 		$559K Buy
7,130
+690
+11% +$57.8K 0.13% 158
2023
Q2 		$567K Sell
6,440
-167
-3% -$14.4K 0.13% 161
2023
Q1 		$533K Buy
6,607
+400
+6% +$32.6K 0.13% 159
2022
Q4 		$482K Sell
6,207
-313
-5% -$25.4K 0.12% 171
2022
Q3 		$526K Buy
6,520
+272
+4% +$24.4K 0.14% 160
2022
Q2 		$560K Buy
6,248
+316
+5% +$32K 0.13% 168
2022
Q1 		$658K Buy
5,932
+250
+4% +$26.4K 0.12% 160
2021
Q4 		$588K Buy
5,682
+259
+5% +$30K 0.1% 172
2021
Q3 		$680K Sell
5,423
-107
-2% -$13.8K 0.13% 151
2021
Q2 		$686K Buy
5,530
+67
+1% +$8.41K 0.13% 146
2021
Q1 		$645K Sell
5,463
-1,184
-18% -$139K 0.13% 144
2020
Q4 		$778K Buy
6,647
+90
+1% +$9.91K 0.17% 111
2020
Q3 		$681K Sell
6,557
-1,125
-15% -$113K 0.17% 109
2020
Q2 		$704K Sell
7,682
-484
-6% -$46.4K 0.19% 101
2020
Q1 		$736K Buy
8,166
+1,845
+29% +$196K 0.24% 88
2019
Q4 		$717K Buy
6,321
+1,600
+34% +$176K 0.19% 105
2019
Q3 		$513K Hold
4,721
– – 0.15% 127
2019
Q2 		$460K Hold
4,721
– – 0.14% 142
2019
Q1 		$430K Buy
+4,721
New +$423K 0.13% 147
2017
Q1 		– Sell
-2,476
Closed -$176K – 297
2016
Q4 		$176K Buy
+2,476
New +$195K 0.06% 189
2016
Q2 		– Sell
-2,707
Closed -$203K – 182
2016
Q1 		$203K Sell
2,707
-1,737
-39% -$131K 0.09% 163
2015
Q4 		$342K Sell
4,444
-3,989
-47% -$300K 0.16% 116
2015
Q3 		$565K Sell
8,433
-6,923
-45% -$510K 0.31% 62
2015
Q2 		$1.2M Hold
15,356
– – 0.59% 36
2015
Q1 		$1.2M Buy
+15,356
New +$1.16M 0.59% 36

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Montecito Bank & Trust's MDT Position: Q2 2026 in Review

Montecito Bank & Trust increased its Medtronic (MDT) stake by 2% in Q2 2026, buying an estimated $5.81K and bringing the position to 3,611 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #242.

Montecito Bank & Trust first reported a position in MDT in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.2M in Q2 2015. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Montecito Bank & Trust held 3,611 shares of Medtronic worth $282K as of Q2 2026.
  • Montecito Bank & Trust bought 72 Medtronic shares in Q2 2026, an estimated $5.81K.
  • Medtronic made up 0.04% of Montecito Bank & Trust's portfolio in Q2 2026, its #242 holding.
  • Montecito Bank & Trust first reported a position in Medtronic in Q1 2015 and has held it in 35 quarters since.
  • Montecito Bank & Trust's Medtronic position peaked at $1.2M in Q2 2015.
  • 486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.