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Optas LLC’s Medtronic MDT Stock Holding History

Optas LLC’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 		$236K Sell
3,020
-2,837
-48% -$229K 0.03% 393
2026
Q1 		$508K Sell
5,857
-892
-13% -$85.5K 0.08% 160
2025
Q4 		$648K Buy
6,749
+2,210
+49% +$215K 0.1% 135
2025
Q3 		$432K Sell
4,539
-3,169
-41% -$291K 0.07% 180
2025
Q2 		$672K Buy
7,708
+3,879
+101% +$329K 0.13% 100
2025
Q1 		$344K Buy
3,829
+38
+1% +$3.4K 0.06% 179
2024
Q4 		$303K Sell
3,791
-103
-3% -$8.92K 0.07% 179
2024
Q3 		$351K Buy
3,894
+707
+22% +$59.5K 0.08% 148
2024
Q2 		$251K Sell
3,187
-2,193
-41% -$180K 0.06% 169
2024
Q1 		$469K Sell
5,380
-868
-14% -$74.1K 0.13% 97
2023
Q4 		$515K Sell
6,248
-2,117
-25% -$161K 0.15% 85
2023
Q3 		$655K Buy
8,365
+334
+4% +$28K 0.22% 70
2023
Q2 		$708K Buy
8,031
+177
+2% +$15.2K 0.24% 72
2023
Q1 		$633K Buy
7,854
+523
+7% +$42.6K 0.23% 76
2022
Q4 		$570K Sell
7,331
-4,992
-41% -$405K 0.24% 68
2022
Q3 		$992K Sell
12,323
-48
-0.4% -$4.31K 0.44% 41
2022
Q2 		$1.11M Sell
12,371
-672
-5% -$68.1K 0.45% 38
2022
Q1 		$1.45M Buy
13,043
+974
+8% +$103K 0.47% 35
2021
Q4 		$1.25M Sell
12,069
-39
-0.3% -$4.52K 0.35% 42
2021
Q3 		$1.52M Sell
12,108
-768
-6% -$99.4K 0.44% 36
2021
Q2 		$1.6M Buy
12,876
+731
+6% +$91.8K 0.46% 33
2021
Q1 		$1.44M Sell
12,145
-3,652
-23% -$428K 0.45% 33
2020
Q4 		$1.85M Sell
15,797
-5,910
-27% -$651K 0.59% 27
2020
Q3 		$2.25M Buy
21,707
+7,227
+50% +$726K 0.69% 25
2020
Q2 		$1.33M Buy
14,480
+2,474
+21% +$237K 0.54% 29
2020
Q1 		$1.08M Sell
12,006
-2,712
-18% -$289K 0.54% 26
2019
Q4 		$1.67M Buy
+14,718
New +$1.62M 0.64% 21

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
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
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

Optas LLC's MDT Position: Q2 2026 in Review

Optas LLC reduced its Medtronic (MDT) stake by 48% in Q2 2026, selling an estimated $229K and leaving 3,020 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #393.

Optas LLC first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.25M in Q3 2020. 613 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Optas LLC held 3,020 shares of Medtronic worth $236K as of Q2 2026.
  • Optas LLC sold 2,837 Medtronic shares in Q2 2026, an estimated $229K.
  • Medtronic made up 0.03% of Optas LLC's portfolio in Q2 2026, its #393 holding.
  • Optas LLC first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • Optas LLC's Medtronic position peaked at $2.25M in Q3 2020.
  • 613 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.