PS
MDT icon

Principal Securities’s Medtronic MDT Stock Holding History

Principal Securities’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 		$5.9M Sell
75,385
-4,131
-5% -$333K 0.07% 252
2026
Q1 		$6.89M Buy
79,516
+10,425
+15% +$999K 0.1% 183
2025
Q4 		$6.64M Buy
69,091
+5,417
+9% +$526K 0.1% 186
2025
Q3 		$6.06M Sell
63,674
-1,301
-2% -$120K 0.1% 193
2025
Q2 		$5.66M Buy
64,975
+5,531
+9% +$469K 0.11% 186
2025
Q1 		$4.75M Buy
59,444
+130
+0.2% +$11.6K 0.11% 184
2024
Q4 		$4.74M Buy
59,314
+11,658
+24% +$1.01M 0.11% 183
2024
Q3 		$4.29M Buy
47,656
+2,981
+7% +$251K 0.1% 189
2024
Q2 		$3.52M Sell
44,675
-8,907
-17% -$730K 0.1% 197
2024
Q1 		$4.67M Buy
53,582
+9,702
+22% +$828K 0.15% 136
2023
Q4 		$3.61M Buy
+43,880
New +$3.34M 0.13% 152

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

Principal Securities's MDT Position: Q2 2026 in Review

Principal Securities reduced its Medtronic (MDT) stake by 5.2% in Q2 2026, selling an estimated $333K and leaving 75,385 shares worth $5.9M. The position accounts for 0.07% of the portfolio, ranked #252.

Principal Securities first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.89M in Q1 2026. 2,131 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Principal Securities held 75,385 shares of Medtronic worth $5.9M as of Q2 2026.
  • Principal Securities sold 4,131 Medtronic shares in Q2 2026, an estimated $333K.
  • Medtronic made up 0.07% of Principal Securities's portfolio in Q2 2026, its #252 holding.
  • Principal Securities first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Medtronic position peaked at $6.89M in Q1 2026.
  • 2,131 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.