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Newman Dignan & Sheerar Inc’s Medtronic MDT Stock Holding History

Newman Dignan & Sheerar Inc’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 		$907K Sell
11,591
-457
-4% -$36.9K 0.17% 96
2026
Q1 		$1.04M Sell
12,048
-1,153
-9% -$110K 0.22% 80
2025
Q4 		$1.27M Buy
13,201
+240
+2% +$23.3K 0.26% 69
2025
Q3 		$1.23M Sell
12,961
-999
-7% -$91.8K 0.27% 72
2025
Q2 		$1.22M Sell
13,960
-409
-3% -$34.7K 0.28% 72
2025
Q1 		$1.29M Sell
14,369
-417
-3% -$37.3K 0.35% 64
2024
Q4 		$1.18M Sell
14,786
-1,010
-6% -$87.4K 0.3% 73
2024
Q3 		$1.43M Sell
15,796
-388
-2% -$32.6K 0.34% 66
2024
Q2 		$1.27M Sell
16,184
-3,995
-20% -$328K 0.33% 73
2024
Q1 		$1.76M Sell
20,179
-740
-4% -$63.2K 0.47% 57
2023
Q4 		$1.72M Sell
20,919
-260
-1% -$19.8K 0.52% 54
2023
Q3 		$1.66M Sell
21,179
-1,342
-6% -$112K 0.54% 48
2023
Q2 		$1.98M Buy
22,521
+198
+0.9% +$17K 0.61% 46
2023
Q1 		$1.8M Sell
22,323
-1,070
-5% -$87.2K 0.58% 49
2022
Q4 		$1.82M Sell
23,393
-218
-0.9% -$17.7K 0.6% 50
2022
Q3 		$1.91K Buy
23,611
+43
+0.2% +$3.86K 0.3% 41
2022
Q2 		$2.12M Buy
23,568
+100
+0.4% +$10.1K 0.72% 42
2022
Q1 		$2.6K Buy
23,468
+243
+1% +$25.7K 0.5% 34
2021
Q4 		$2.4M Sell
23,225
-1,086
-4% -$126K 0.73% 34
2021
Q3 		$3.05M Sell
24,311
-186
-0.8% -$24.1K 0.88% 23
2021
Q2 		$3.04M Sell
24,497
-198
-0.8% -$24.9K 1.02% 23
2021
Q1 		$2.92M Sell
24,695
-592
-2% -$69.4K 1.06% 26
2020
Q4 		$2.96K Hold
25,287
– – 0.48% 22
2020
Q3 		$2.63M Buy
+25,287
New +$2.54M 1.1% 24
2019
Q3 		– Sell
-24,984
Closed -$2.43K – 154
2019
Q2 		$2.43K Buy
+24,984
New +$2.28M 0.06% 23
2015
Q2 		– Sell
-21,061
Closed -$1.64M – 147
2015
Q1 		$1.64M Buy
+21,061
New +$1.6M 1.17% 23

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Newman Dignan & Sheerar Inc's MDT Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Medtronic (MDT) stake by 3.8% in Q2 2026, selling an estimated $36.9K and leaving 11,591 shares worth $907K. The position accounts for 0.17% of the portfolio, ranked #96.

Newman Dignan & Sheerar Inc first reported a position in MDT in Q1 2015 and has held it in 26 quarters since. The position peaked at $3.05M in Q3 2021. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 11,591 shares of Medtronic worth $907K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 457 Medtronic shares in Q2 2026, an estimated $36.9K.
  • Medtronic made up 0.17% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #96 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Medtronic in Q1 2015 and has held it in 26 quarters since.
  • Newman Dignan & Sheerar Inc's Medtronic position peaked at $3.05M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.