Patrick M. Sweeney & Associates’s Medtronic MDT Stock Holding History

Patrick M. Sweeney & Associates’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	$547K	Sell	6,994 -260	-4%	-$21K	0.31%	81
2026 Q1	$629K	Sell	7,254 -10	-0.1%	-$958	0.4%	64
2025 Q4	$698K	Buy	7,264 +30	+0.4%	+$2.91K	0.44%	60
2025 Q3	$689K	Buy	7,234 +80	+1%	+$7.35K	0.45%	56
2025 Q2	$632K	Buy	7,154 +200	+3%	+$17K	0.44%	59
2025 Q1	$625K	Hold	6,954	–	–	0.47%	54
2024 Q4	$555K	Buy	6,954 +455	+7%	+$39.4K	0.42%	65
2024 Q3	$585K	Buy	6,499 +444	+7%	+$37.4K	0.43%	62
2024 Q2	$477K	Buy	6,055 +305	+5%	+$25K	0.39%	69
2024 Q1	$511K	Buy	5,750 +125	+2%	+$10.7K	0.42%	64
2023 Q4	$463K	Buy	+5,625	New	+$429K	0.42%	62

Other funds holding MDT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Patrick M. Sweeney & Associates's MDT Position: Q2 2026 in Review

Patrick M. Sweeney & Associates reduced its Medtronic (MDT) stake by 3.6% in Q2 2026, selling an estimated $21K and leaving 6,994 shares worth $547K. The position accounts for 0.31% of the portfolio, ranked #81.

Patrick M. Sweeney & Associates first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $698K in Q4 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Patrick M. Sweeney & Associates held 6,994 shares of Medtronic worth $547K as of Q2 2026.
Patrick M. Sweeney & Associates sold 260 Medtronic shares in Q2 2026, an estimated $21K.
Medtronic made up 0.31% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #81 holding.
Patrick M. Sweeney & Associates first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Medtronic position peaked at $698K in Q4 2025.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.