Nvest Wealth Strategies’s Medtronic MDT Stock Holding History

Nvest Wealth Strategies’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	–	Sell	-15	Closed	-$1.3K	–	403
2026 Q1	$1.3K	Buy	+15	New	+$1.44K	﹤0.01%	205

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nvest Wealth Strategies's MDT Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Medtronic (MDT) in Q2 2026, closing a stake of 15 shares — an estimated $1.3K sold.

Nvest Wealth Strategies first reported a position in MDT in Q1 2026 and held it in 1 quarter. The position peaked at $1.3K in Q1 2026. 1,329 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Nvest Wealth Strategies reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Nvest Wealth Strategies sold 15 Medtronic shares in Q2 2026, an estimated $1.3K.
Nvest Wealth Strategies first reported a position in Medtronic in Q1 2026 and held it in 1 quarter.
Nvest Wealth Strategies's Medtronic position peaked at $1.3K in Q1 2026.
1,329 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.