Peak Asset Management’s Medtronic MDT Stock Holding History

Peak Asset Management’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	$1.96M	Sell	25,028 -2,697	-10%	-$218K	0.29%	64
2026 Q1	$2.4M	Sell	27,725 -7,370	-21%	-$706K	0.42%	48
2025 Q4	$3.37M	Sell	35,095 -315	-0.9%	-$30.6K	0.57%	36
2025 Q3	$3.37M	Sell	35,410 -1,025	-3%	-$94.2K	0.59%	36
2025 Q2	$3.18M	Buy	36,435 +7,464	+26%	+$633K	0.58%	39
2025 Q1	$2.6M	Sell	28,971 -2,810	-9%	-$251K	0.5%	45
2024 Q4	$2.54M	Sell	31,781 -462	-1%	-$40K	0.47%	43
2024 Q3	$2.9M	Sell	32,243 -1,248	-4%	-$105K	0.55%	41
2024 Q2	$2.64M	Sell	33,491 -2,251	-6%	-$185K	0.52%	42
2024 Q1	$3.11M	Buy	35,742 +708	+2%	+$60.4K	0.62%	40
2023 Q4	$2.89M	Buy	35,034 +12,589	+56%	+$959K	0.64%	40
2023 Q3	$1.76M	Buy	+22,445	New	+$1.88M	0.42%	58

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

Peak Asset Management's MDT Position: Q2 2026 in Review

Peak Asset Management reduced its Medtronic (MDT) stake by 9.7% in Q2 2026, selling an estimated $218K and leaving 25,028 shares worth $1.96M. The position accounts for 0.29% of the portfolio, ranked #64.

Peak Asset Management first reported a position in MDT in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.37M in Q3 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Peak Asset Management held 25,028 shares of Medtronic worth $1.96M as of Q2 2026.
Peak Asset Management sold 2,697 Medtronic shares in Q2 2026, an estimated $218K.
Medtronic made up 0.29% of Peak Asset Management's portfolio in Q2 2026, its #64 holding.
Peak Asset Management first reported a position in Medtronic in Q3 2023 and has held it in 12 quarters since.
Peak Asset Management's Medtronic position peaked at $3.37M in Q3 2025.
2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.