Pinnacle West Asset Management’s Medtronic MDT Stock Holding History

Pinnacle West 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	$622K	Hold	7,955	–	–	0.43%	65
2026 Q1	$689K	Sell	7,955 -100	-1%	-$9.58K	0.47%	59
2025 Q4	$774K	Sell	8,055 -100	-1%	-$9.71K	0.5%	57
2025 Q3	$777K	Buy	8,155 +80	+1%	+$7.35K	0.5%	55
2025 Q2	$704K	Sell	8,075 -75	-0.9%	-$6.36K	0.49%	59
2025 Q1	$732K	Buy	8,150 +115	+1%	+$10.3K	0.53%	59
2024 Q4	$642K	Buy	8,035 +25	+0.3%	+$2.16K	0.46%	62
2024 Q3	$721K	Buy	8,010 +275	+4%	+$23.1K	0.52%	58
2024 Q2	$609K	Hold	7,735	–	–	0.47%	61
2024 Q1	$674K	Buy	7,735 +35	+0.5%	+$2.99K	0.54%	57
2023 Q4	$634K	Buy	7,700 +400	+5%	+$30.5K	0.54%	58
2023 Q3	$572K	Buy	7,300 +1,225	+20%	+$103K	0.56%	57
2023 Q2	$535K	Buy	6,075 +50	+0.8%	+$4.3K	0.52%	63
2023 Q1	$486K	Buy	+6,025	New	+$491K	0.51%	66

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

Pinnacle West Asset Management's MDT Position: Q2 2026 in Review

Pinnacle West Asset Management held its Medtronic (MDT) position steady in Q2 2026 at 7,955 shares worth $622K. The position accounts for 0.43% of the portfolio, ranked #65.

Pinnacle West Asset Management first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $777K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Pinnacle West Asset Management held 7,955 shares of Medtronic worth $622K as of Q2 2026.
Pinnacle West Asset Management left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.43% of Pinnacle West Asset Management's portfolio in Q2 2026, its #65 holding.
Pinnacle West Asset Management first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
Pinnacle West Asset Management's Medtronic position peaked at $777K in Q3 2025.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.