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New England Capital Financial Advisors’s Medtronic MDT Stock Holding History

New England Capital Financial 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 		$95.8K Sell
1,225
-180
-13% -$14.5K 0.02% 92
2026
Q1 		$122K Buy
1,405
+2
+0.1% +$192 0.03% 82
2025
Q4 		$135K Buy
1,403
+101
+8% +$9.81K 0.05% 80
2025
Q3 		$124K Buy
1,302
+2
+0.2% +$184 0.05% 80
2025
Q2 		$113K Buy
1,300
+1
+0.1% +$85 0.05% 76
2025
Q1 		$117K Buy
1,299
+2
+0.2% +$179 0.06% 74
2024
Q4 		$104K Sell
1,297
-6
-0.5% -$519 0.05% 78
2024
Q3 		$117K Buy
1,303
+2
+0.2% +$168 0.06% 68
2024
Q2 		$102K Buy
1,301
+1
+0.1% +$82 0.06% 74
2024
Q1 		$113K Buy
1,300
+2
+0.2% +$171 0.06% 67
2023
Q4 		$107K Sell
1,298
-166
-11% -$12.7K 0.06% 73
2023
Q3 		$115K Buy
1,464
+2
+0.1% +$167 0.08% 67
2023
Q2 		$129K Buy
1,462
+1
+0.1% +$86 0.09% 62
2023
Q1 		$118K Hold
1,461
– – 0.08% 67
2022
Q4 		$118K Buy
+1,461
New +$118K 0.08% 69

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

New England Capital Financial Advisors's MDT Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $14.5K and leaving 1,225 shares worth $95.8K. The position accounts for 0.02% of the portfolio, ranked #92.

New England Capital Financial Advisors first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $135K in Q4 2025. 1,560 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • New England Capital Financial Advisors held 1,225 shares of Medtronic worth $95.8K as of Q2 2026.
  • New England Capital Financial Advisors sold 180 Medtronic shares in Q2 2026, an estimated $14.5K.
  • Medtronic made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • New England Capital Financial Advisors first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Medtronic position peaked at $135K in Q4 2025.
  • 1,560 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.