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Oak Harvest Investment Services’s Medtronic MDT Stock Holding History

Oak Harvest Investment Services’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
-2,606
Closed -$226K – 188
2026
Q1 		$226K Sell
2,606
-96,829
-97% -$9.28M 0.02% 158
2025
Q4 		$9.55M Buy
99,435
+25,596
+35% +$2.49M 1.04% 26
2025
Q3 		$7.03M Buy
+73,839
New +$6.79M 0.82% 41
2022
Q4 		– Sell
-50,569
Closed -$4.08M – 93
2022
Q3 		$4.08M Buy
50,569
+865
+2% +$77.7K 1.09% 39
2022
Q2 		$4.46M Buy
49,704
+3,915
+9% +$397K 1.2% 37
2022
Q1 		$5.08M Sell
45,789
-1,962
-4% -$207K 1.26% 36
2021
Q4 		$4.94M Buy
47,751
+1,776
+4% +$206K 1.23% 38
2021
Q3 		$5.76M Buy
45,975
+5,096
+12% +$660K 1.68% 18
2021
Q2 		$5.07M Buy
40,879
+2,258
+6% +$284K 1.67% 22
2021
Q1 		$4.56M Buy
38,621
+4,101
+12% +$481K 1.75% 20
2020
Q4 		$4.04M Buy
+34,520
New +$3.8M 1.73% 22

Other funds holding MDT

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Oak Harvest Investment Services's MDT Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,606 shares — an estimated $226K sold.

Oak Harvest Investment Services first reported a position in MDT in Q4 2020 and held it in 11 quarters. The position peaked at $9.55M in Q4 2025. 685 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 2,606 Medtronic shares in Q2 2026, an estimated $226K.
  • Oak Harvest Investment Services first reported a position in Medtronic in Q4 2020 and held it in 11 quarters.
  • Oak Harvest Investment Services's Medtronic position peaked at $9.55M in Q4 2025.
  • 685 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.