PA
MDT icon

Persium Advisors’s Medtronic MDT Stock Holding History

Persium Advisors’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 		$921K Buy
11,767
+2,401
+26% +$194K 0.6% 34
2026
Q1 		$812K Buy
9,366
+538
+6% +$51.5K 0.64% 28
2025
Q4 		$848K Buy
8,828
+395
+5% +$38.4K 0.61% 23
2025
Q3 		$803K Buy
8,433
+487
+6% +$44.8K 0.6% 25
2025
Q2 		$693K Buy
7,946
+343
+5% +$29.1K 0.57% 26
2025
Q1 		$683K Buy
7,603
+337
+5% +$30.2K 0.65% 18
2024
Q4 		$580K Buy
+7,266
New +$629K 0.57% 30

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Persium Advisors's MDT Position: Q2 2026 in Review

Persium Advisors increased its Medtronic (MDT) stake by 26% in Q2 2026, buying an estimated $194K and bringing the position to 11,767 shares worth $921K. The position accounts for 0.6% of the portfolio, ranked #34.

Persium Advisors first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Persium Advisors held 11,767 shares of Medtronic worth $921K as of Q2 2026.
  • Persium Advisors bought 2,401 Medtronic shares in Q2 2026, an estimated $194K.
  • Medtronic made up 0.6% of Persium Advisors's portfolio in Q2 2026, its #34 holding.
  • Persium Advisors first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Persium Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.