Morningstar Investment Management’s Medtronic MDT Stock Holding History

Morningstar Investment 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	$4.24M	Hold	48,878	–	–	0.26%	89
2026 Q1	$4.24M	Buy	48,878 +4,556	+10%	+$436K	0.26%	89
2025 Q4	$4.26M	Sell	44,322 -669	-1%	-$65K	0.25%	90
2025 Q3	$4.29M	Buy	44,991 +22,229	+98%	+$2.04M	0.16%	154
2025 Q2	$1.98M	Buy	22,762 +1,712	+8%	+$145K	0.17%	37
2025 Q1	$1.89M	Buy	21,050 +2,454	+13%	+$220K	0.16%	41
2024 Q4	$1.49M	Buy	18,596 +528	+3%	+$45.7K	0.12%	51
2024 Q3	$1.63M	Buy	18,068 +6,853	+61%	+$577K	0.16%	56
2024 Q2	$883K	Hold	11,215	–	–	0.09%	91
2024 Q1	$977K	Hold	11,215	–	–	0.11%	83
2023 Q4	$924K	Sell	11,215 -824	-7%	-$62.8K	0.11%	86
2023 Q3	$943K	Buy	12,039 +275	+2%	+$23K	0.13%	60
2023 Q2	$1.04M	Buy	11,764 +4,979	+73%	+$429K	0.14%	57
2023 Q1	$547K	Buy	6,785 +381	+6%	+$31.1K	0.08%	53
2022 Q4	$498K	Buy	+6,404	New	+$519K	0.08%	57

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morningstar Investment Management's MDT Position: Q2 2026 in Review

Morningstar Investment Management held its Medtronic (MDT) position steady in Q2 2026 at 48,878 shares worth $4.24M. The position accounts for 0.26% of the portfolio, ranked #89.

Morningstar Investment Management first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.29M in Q3 2025. 901 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Morningstar Investment Management held 48,878 shares of Medtronic worth $4.24M as of Q2 2026.
Morningstar Investment Management left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.26% of Morningstar Investment Management's portfolio in Q2 2026, its #89 holding.
Morningstar Investment Management first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
Morningstar Investment Management's Medtronic position peaked at $4.29M in Q3 2025.
901 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.