Rossmore Private Capital’s Medtronic MDT Stock Holding History

Rossmore Private Capital’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	$221K	Sell	2,793 -1,079	-28%	-$87K	0.02%	289
2026 Q1	$338K	Sell	3,872 -84	-2%	-$8.05K	0.03%	237
2025 Q4	$383K	Hold	3,956	–	–	0.03%	224
2025 Q3	$377K	Sell	3,956 -55	-1%	-$5.06K	0.04%	208
2025 Q2	$350K	Sell	4,011 -1,083	-21%	-$91.8K	0.04%	209
2025 Q1	$458K	Sell	5,094 -3,930	-44%	-$352K	0.06%	181
2024 Q4	$721K	Sell	9,024 -3,908	-30%	-$338K	0.09%	150
2024 Q3	$1.16M	Hold	12,932	–	–	0.14%	115
2024 Q2	$1.02M	Sell	12,932 -699	-5%	-$57.3K	0.13%	119
2024 Q1	$1.19M	Buy	13,631 +283	+2%	+$24.2K	0.16%	109
2023 Q4	$1.1M	Sell	13,348 -2	-0%	-$152	0.16%	111
2023 Q3	$1.05M	Sell	13,350 -6	-0%	-$502	0.16%	106
2023 Q2	$1.18M	Hold	13,356	–	–	0.18%	103
2023 Q1	$1.08M	Sell	13,356 -654	-5%	-$53.3K	0.17%	106
2022 Q4	$1.05M	Sell	14,010 -202	-1%	-$16.4K	0.17%	103
2022 Q3	$1.15M	Sell	14,212 -382	-3%	-$34.3K	0.21%	88
2022 Q2	$1.31M	Hold	14,594	–	–	0.23%	87
2022 Q1	$1.62M	Sell	14,594 -100	-0.7%	-$10.6K	0.25%	86
2021 Q4	$1.52M	Buy	14,694 +62	+0.4%	+$7.18K	0.24%	86
2021 Q3	$1.83M	Hold	14,632	–	–	0.31%	75
2021 Q2	$1.82M	Buy	14,632 +96	+0.7%	+$12.1K	0.31%	77
2021 Q1	$1.72M	Buy	14,536 +907	+7%	+$106K	0.32%	76
2020 Q4	$1.6M	Buy	13,629 +2,485	+22%	+$274K	0.32%	78
2020 Q3	$1.16M	Buy	11,144 +1,662	+18%	+$167K	0.27%	88
2020 Q2	$869K	Buy	9,482 +1,965	+26%	+$188K	0.24%	89
2020 Q1	$678K	Buy	7,517 +2,124	+39%	+$226K	0.23%	92
2019 Q4	$612K	Buy	5,393 +1,402	+35%	+$154K	0.19%	80
2019 Q3	$434K	Hold	3,991	–	–	0.15%	96
2019 Q2	$389K	Buy	3,991 +1,452	+57%	+$133K	0.14%	93
2019 Q1	$231K	Hold	2,539	–	–	0.09%	118
2018 Q4	$231K	Buy	2,539 +100	+4%	+$9.35K	0.1%	115
2018 Q3	$240K	Buy	2,439 +50	+2%	+$4.62K	0.1%	117
2018 Q2	$205K	Sell	2,389 -430	-15%	-$35.9K	0.13%	104
2018 Q1	$226K	Buy	2,819 +383	+16%	+$31.6K	0.23%	87
2017 Q4	$197K	Buy	+2,436	New	+$195K	0.2%	93

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rossmore Private Capital's MDT Position: Q2 2026 in Review

Rossmore Private Capital reduced its Medtronic (MDT) stake by 28% in Q2 2026, selling an estimated $87K and leaving 2,793 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #289.

Rossmore Private Capital first reported a position in MDT in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.83M in Q3 2021. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Rossmore Private Capital held 2,793 shares of Medtronic worth $221K as of Q2 2026.
Rossmore Private Capital sold 1,079 Medtronic shares in Q2 2026, an estimated $87K.
Medtronic made up 0.02% of Rossmore Private Capital's portfolio in Q2 2026, its #289 holding.
Rossmore Private Capital first reported a position in Medtronic in Q4 2017 and has held it in 35 quarters since.
Rossmore Private Capital's Medtronic position peaked at $1.83M in Q3 2021.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.