O'Keefe Stevens Advisory’s Medtronic MDT Stock Holding History

O'Keefe Stevens Advisory’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	$1.07M	Buy	13,724 +512	+4%	+$41.3K	0.22%	43
2026 Q1	$1.14M	Buy	13,212 +1,125	+9%	+$108K	0.28%	41
2025 Q4	$1.16M	Buy	12,087 +721	+6%	+$70K	0.3%	35
2025 Q3	$1.08M	Buy	11,366 +248	+2%	+$22.8K	0.29%	37
2025 Q2	$969K	Buy	11,118 +1,651	+17%	+$140K	0.27%	39
2025 Q1	$851K	Buy	9,467 +2,007	+27%	+$180K	0.28%	39
2024 Q4	$596K	Buy	7,460 +2,031	+37%	+$176K	0.18%	43
2024 Q3	$489K	Buy	5,429 +1,628	+43%	+$137K	0.15%	47
2024 Q2	$299K	Buy	3,801 +1,264	+50%	+$104K	0.1%	52
2024 Q1	$221K	Buy	+2,537	New	+$217K	0.07%	59

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

O'Keefe Stevens Advisory's MDT Position: Q2 2026 in Review

O'Keefe Stevens Advisory increased its Medtronic (MDT) stake by 3.9% in Q2 2026, buying an estimated $41.3K and bringing the position to 13,724 shares worth $1.07M. The position accounts for 0.22% of the portfolio, ranked #43.

O'Keefe Stevens Advisory first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

O'Keefe Stevens Advisory held 13,724 shares of Medtronic worth $1.07M as of Q2 2026.
O'Keefe Stevens Advisory bought 512 Medtronic shares in Q2 2026, an estimated $41.3K.
Medtronic made up 0.22% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #43 holding.
O'Keefe Stevens Advisory first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
O'Keefe Stevens Advisory's Medtronic position peaked at $1.16M in Q4 2025.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.