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Roehl & Yi Investment Advisors’s Medtronic MDT Stock Holding History

Roehl & Yi Investment 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 		$647K Buy
8,276
+223
+3% +$18K 0.21% 96
2026
Q1 		$698K Sell
8,053
-51
-0.6% -$4.89K 0.26% 79
2025
Q4 		$778K Sell
8,104
-33
-0.4% -$3.21K 0.31% 71
2025
Q3 		$775K Sell
8,137
-75
-0.9% -$6.89K 0.34% 64
2025
Q2 		$716K Sell
8,212
-46
-0.6% -$3.9K 0.37% 62
2025
Q1 		$742K Buy
8,258
+349
+4% +$31.2K 0.4% 58
2024
Q4 		$632K Buy
+7,909
New +$685K 0.35% 71

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

Roehl & Yi Investment Advisors's MDT Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Medtronic (MDT) stake by 2.8% in Q2 2026, buying an estimated $18K and bringing the position to 8,276 shares worth $647K. The position accounts for 0.21% of the portfolio, ranked #96.

Roehl & Yi Investment Advisors first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $778K in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Roehl & Yi Investment Advisors held 8,276 shares of Medtronic worth $647K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 223 Medtronic shares in Q2 2026, an estimated $18K.
  • Medtronic made up 0.21% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #96 holding.
  • Roehl & Yi Investment Advisors first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Medtronic position peaked at $778K in Q4 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.