Resonant Capital Advisors’s Medtronic MDT Stock Holding History

Resonant 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	$2.48M	Sell	31,422 -2,388	-7%	-$193K	0.12%	116
2026 Q1	$2.95M	Buy	33,810 +1,237	+4%	+$119K	0.16%	98
2025 Q4	$3.15M	Buy	32,573 +698	+2%	+$67.8K	0.17%	97
2025 Q3	$3.06M	Sell	31,875 -1,353	-4%	-$124K	0.18%	97
2025 Q2	$2.92M	Buy	33,228 +2,093	+7%	+$177K	0.19%	92
2025 Q1	$2.81M	Buy	31,135 +1,835	+6%	+$164K	0.2%	91
2024 Q4	$2.36M	Sell	29,300 -170	-0.6%	-$14.7K	0.17%	99
2024 Q3	$2.67M	Sell	29,470 -564	-2%	-$47.4K	0.2%	92
2024 Q2	$2.38M	Buy	30,034 +404	+1%	+$33.1K	0.19%	92
2024 Q1	$2.6M	Buy	29,630 +778	+3%	+$66.4K	0.22%	91
2023 Q4	$2.4M	Sell	28,852 -117	-0.4%	-$8.92K	0.23%	86
2023 Q3	$2.29M	Sell	28,969 -200	-0.7%	-$16.7K	0.24%	87
2023 Q2	$2.59M	Buy	29,169 +5,323	+22%	+$458K	0.28%	82
2023 Q1	$1.94M	Buy	23,846 +15,731	+194%	+$1.28M	0.22%	96
2022 Q4	$635K	Buy	8,115 +2,865	+55%	+$232K	0.08%	147
2022 Q3	$428K	Buy	5,250 +755	+17%	+$67.8K	0.07%	162
2022 Q2	$406K	Buy	4,495 +633	+16%	+$64.1K	0.06%	165
2022 Q1	$437K	Buy	+3,862	New	+$408K	0.06%	149
2021 Q4	–	Sell	-1,751	Closed	-$221K	–	210
2021 Q3	$221K	Buy	+1,751	New	+$227K	0.04%	179
2020 Q1	–	Sell	-3,004	Closed	-$341K	–	204
2019 Q4	$341K	Buy	+3,004	New	+$330K	0.11%	166

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

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

Resonant Capital Advisors reduced its Medtronic (MDT) stake by 7.1% in Q2 2026, selling an estimated $193K and leaving 31,422 shares worth $2.48M. The position accounts for 0.12% of the portfolio, ranked #116.

Resonant Capital Advisors first reported a position in MDT in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.15M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Resonant Capital Advisors held 31,422 shares of Medtronic worth $2.48M as of Q2 2026.
Resonant Capital Advisors sold 2,388 Medtronic shares in Q2 2026, an estimated $193K.
Medtronic made up 0.12% of Resonant Capital Advisors's portfolio in Q2 2026, its #116 holding.
Resonant Capital Advisors first reported a position in Medtronic in Q4 2019 and has held it in 20 quarters since.
Resonant Capital Advisors's Medtronic position peaked at $3.15M in Q4 2025.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.