Ranch Capital Advisors’s Medtronic MDT Stock Holding History

Ranch Capital 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	–	Sell	-20,381	Closed	-$1.78M	–	159
2026 Q1	$1.78M	Buy	20,381 +599	+3%	+$57.4K	0.64%	52
2025 Q4	$1.91M	Buy	19,782 +946	+5%	+$91.9K	0.7%	44
2025 Q3	$1.8M	Buy	+18,836	New	+$1.73M	0.7%	46
2024 Q2	–	Sell	-9,382	Closed	-$822K	–	157
2024 Q1	$822K	Buy	9,382 +188	+2%	+$16K	0.44%	65
2023 Q4	$762K	Buy	9,194 +506	+6%	+$38.6K	0.48%	65
2023 Q3	$685K	Sell	8,688 -992	-10%	-$83K	0.48%	66
2023 Q2	$858K	Sell	9,680 -105	-1%	-$9.04K	0.6%	51
2023 Q1	$789K	Buy	+9,785	New	+$798K	0.58%	56
2021 Q4	–	Sell	-97	Closed	-$12K	–	384
2021 Q3	$12K	Buy	97 +1	+1%	+$129	0.01%	448
2021 Q2	$12K	Sell	96 -15	-14%	-$1.88K	0.01%	607
2021 Q1	$13K	Hold	111	–	–	0.01%	582
2020 Q4	$13K	Hold	111	–	–	0.01%	578
2020 Q3	$11K	Sell	111 -72	-39%	-$7.23K	0.01%	591
2020 Q2	$18K	Sell	183 -145	-44%	-$13.9K	0.01%	497
2020 Q1	$29K	Sell	328 -119	-27%	-$12.7K	0.03%	369
2019 Q4	$51K	Buy	+447	New	+$49K	0.04%	332

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

Ranch Capital Advisors's MDT Position: Q2 2026 in Review

Ranch Capital Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 20,381 shares — an estimated $1.78M sold.

Ranch Capital Advisors first reported a position in MDT in Q4 2019 and held it in 16 quarters. The position peaked at $1.91M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Ranch Capital Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Ranch Capital Advisors sold 20,381 Medtronic shares in Q2 2026, an estimated $1.78M.
Ranch Capital Advisors first reported a position in Medtronic in Q4 2019 and held it in 16 quarters.
Ranch Capital Advisors's Medtronic position peaked at $1.91M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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