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Okabena Investment Services’s Medtronic MDT Stock Holding History

Okabena 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 		$263K Sell
3,358
-5,202
-61% -$420K 0.05% 136
2026
Q1 		$742K Sell
8,560
-5,878
-41% -$563K 0.14% 93
2025
Q4 		$1.39M Sell
14,438
-1,621
-10% -$157K 0.26% 64
2025
Q3 		$1.53M Buy
16,059
+12,811
+394% +$1.18M 0.3% 59
2025
Q2 		$283K Hold
3,248
– – 0.06% 122
2025
Q1 		$292K Hold
3,248
– – 0.07% 116
2024
Q4 		$259K Sell
3,248
-448
-12% -$38.8K 0.07% 111
2024
Q3 		$333K Buy
3,696
+448
+14% +$37.7K 0.09% 100
2024
Q2 		$256K Hold
3,248
– – 0.08% 107
2024
Q1 		$283K Hold
3,248
– – 0.09% 96
2023
Q4 		$268K Sell
3,248
-21,128
-87% -$1.61M 0.1% 94
2023
Q3 		$1.91M Buy
24,376
+2,891
+13% +$242K 1.49% 16
2023
Q2 		$1.89M Sell
21,485
-7,709
-26% -$664K 1.39% 22
2023
Q1 		$2.35M Sell
29,194
-105
-0.4% -$8.56K 1.64% 16
2022
Q4 		$2.28M Sell
29,299
-96
-0.3% -$7.78K 1.51% 15
2022
Q3 		$2.37M Sell
29,395
-33
-0.1% -$2.97K 1.15% 28
2022
Q2 		$2.64M Sell
29,428
-4,912
-14% -$498K 1.36% 18
2022
Q1 		$3.83M Sell
34,340
-1,321
-4% -$140K 1.62% 14
2021
Q4 		$3.69M Buy
35,661
+35,061
+5,844% +$4.06M 1.4% 13
2021
Q3 		$75K Hold
600
– – 0.04% 89
2021
Q2 		$74K Hold
600
– – 0.03% 83
2021
Q1 		$71K Hold
600
– – 0.04% 60
2020
Q4 		$70K Hold
600
– – 0.04% 60
2020
Q3 		$62K Hold
600
– – 0.05% 64
2020
Q2 		$55K Buy
+600
New +$57.5K 0.05% 59

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Okabena Investment Services's MDT Position: Q2 2026 in Review

Okabena Investment Services reduced its Medtronic (MDT) stake by 61% in Q2 2026, selling an estimated $420K and leaving 3,358 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #136.

Okabena Investment Services first reported a position in MDT in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.83M in Q1 2022. 1,653 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Okabena Investment Services held 3,358 shares of Medtronic worth $263K as of Q2 2026.
  • Okabena Investment Services sold 5,202 Medtronic shares in Q2 2026, an estimated $420K.
  • Medtronic made up 0.05% of Okabena Investment Services's portfolio in Q2 2026, its #136 holding.
  • Okabena Investment Services first reported a position in Medtronic in Q2 2020 and has held it in 25 quarters since.
  • Okabena Investment Services's Medtronic position peaked at $3.83M in Q1 2022.
  • 1,653 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.