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Nvest Financial’s Medtronic MDT Stock Holding History

Nvest Financial’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 		$758K Sell
9,688
-1,389
-13% -$112K 0.24% 81
2026
Q1 		$960K Buy
11,077
+6
+0.1% +$575 0.36% 64
2025
Q4 		$1.06M Buy
11,071
+2,079
+23% +$202K 0.44% 52
2025
Q3 		$856K Sell
8,992
-2,280
-20% -$210K 0.49% 48
2025
Q2 		$983K Buy
11,272
+696
+7% +$59K 0.51% 48
2025
Q1 		$950K Sell
10,576
-12
-0.1% -$1.07K 0.51% 49
2024
Q4 		$846K Buy
10,588
+536
+5% +$46.4K 0.43% 59
2024
Q3 		$905K Buy
10,052
+633
+7% +$53.3K 0.52% 51
2024
Q2 		$741K Buy
9,419
+1,655
+21% +$136K 0.46% 51
2024
Q1 		$677K Buy
7,764
+1,171
+18% +$99.9K 0.45% 51
2023
Q4 		$543K Buy
6,593
+1,801
+38% +$137K 0.43% 45
2023
Q3 		$375K Buy
4,792
+1,048
+28% +$87.7K 0.35% 47
2023
Q2 		$330K Buy
+3,744
New +$322K 0.29% 52
2022
Q2 		– Sell
-5,497
Closed -$610K – 62
2022
Q1 		$610K Buy
+5,497
New +$581K 0.5% 46

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

Nvest Financial's MDT Position: Q2 2026 in Review

Nvest Financial reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $112K and leaving 9,688 shares worth $758K. The position accounts for 0.24% of the portfolio, ranked #81.

Nvest Financial first reported a position in MDT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2025. 2,137 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Nvest Financial held 9,688 shares of Medtronic worth $758K as of Q2 2026.
  • Nvest Financial sold 1,389 Medtronic shares in Q2 2026, an estimated $112K.
  • Medtronic made up 0.24% of Nvest Financial's portfolio in Q2 2026, its #81 holding.
  • Nvest Financial first reported a position in Medtronic in Q1 2022 and has held it in 14 quarters since.
  • Nvest Financial's Medtronic position peaked at $1.06M in Q4 2025.
  • 2,137 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.