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Richards, Merrill & Peterson’s Medtronic MDT Stock Holding History

Richards, Merrill & Peterson’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 		$1.19M Sell
15,181
-1,873
-11% -$151K 0.38% 67
2026
Q1 		$1.48M Buy
17,054
+55
+0.3% +$5.27K 0.54% 48
2025
Q4 		$1.63M Sell
16,999
-293
-2% -$28.5K 0.63% 41
2025
Q3 		$1.65M Sell
17,292
-536
-3% -$49.3K 0.71% 33
2025
Q2 		$1.55M Buy
17,828
+1,082
+6% +$91.8K 0.74% 33
2025
Q1 		$1.5M Buy
16,746
+1,784
+12% +$160K 0.78% 29
2024
Q4 		$1.2M Buy
+14,962
New +$1.3M 0.62% 42

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

Richards, Merrill & Peterson's MDT Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Medtronic (MDT) stake by 11% in Q2 2026, selling an estimated $151K and leaving 15,181 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #67.

Richards, Merrill & Peterson first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q3 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Richards, Merrill & Peterson held 15,181 shares of Medtronic worth $1.19M as of Q2 2026.
  • Richards, Merrill & Peterson sold 1,873 Medtronic shares in Q2 2026, an estimated $151K.
  • Medtronic made up 0.38% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #67 holding.
  • Richards, Merrill & Peterson first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Medtronic position peaked at $1.65M in Q3 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.