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MSH Capital Advisors’s Medtronic MDT Stock Holding History

MSH Capital Advisors’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 		$370K Sell
4,735
-10,535
-69% -$850K 0.06% 237
2026
Q1 		$1.32M Buy
15,270
+113
+0.7% +$10.8K 0.28% 90
2025
Q4 		$1.46M Buy
15,157
+130
+0.9% +$12.6K 0.31% 88
2025
Q3 		$1.43M Hold
15,027
– – 0.38% 74
2025
Q2 		$1.31M Buy
15,027
+518
+4% +$43.9K 0.38% 74
2025
Q1 		$1.3M Buy
14,509
+182
+1% +$16.3K 0.4% 71
2024
Q4 		$1.14M Sell
14,327
-472
-3% -$40.9K 0.36% 74
2024
Q3 		$1.33M Buy
14,799
+235
+2% +$19.8K 0.41% 74
2024
Q2 		$1.15M Buy
14,564
+1,179
+9% +$96.7K 0.38% 76
2024
Q1 		$1.17M Buy
13,385
+425
+3% +$36.3K 0.41% 76
2023
Q4 		$1.07M Sell
12,960
-653
-5% -$49.8K 0.4% 73
2023
Q3 		$1.07M Buy
13,613
+451
+3% +$37.8K 0.42% 73
2023
Q2 		$1.16M Buy
13,162
+77
+0.6% +$6.63K 0.42% 74
2023
Q1 		$1.05M Buy
13,085
+238
+2% +$19.4K 0.45% 75
2022
Q4 		$998K Sell
12,847
-661
-5% -$53.6K 0.45% 73
2022
Q3 		$1.09M Buy
13,508
+150
+1% +$13.5K 0.54% 70
2022
Q2 		$1.2M Buy
13,358
+3,281
+33% +$332K 0.56% 63
2022
Q1 		$1.12M Buy
10,077
+1,260
+14% +$133K 0.46% 72
2021
Q4 		$912K Buy
+8,817
New +$1.02M 0.41% 78

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 $3.37T AUM 44.26% 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

MSH Capital Advisors's MDT Position: Q2 2026 in Review

MSH Capital Advisors reduced its Medtronic (MDT) stake by 69% in Q2 2026, selling an estimated $850K and leaving 4,735 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #237.

MSH Capital Advisors first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • MSH Capital Advisors held 4,735 shares of Medtronic worth $370K as of Q2 2026.
  • MSH Capital Advisors sold 10,535 Medtronic shares in Q2 2026, an estimated $850K.
  • Medtronic made up 0.06% of MSH Capital Advisors's portfolio in Q2 2026, its #237 holding.
  • MSH Capital Advisors first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's Medtronic position peaked at $1.46M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.