Royal Fund Management’s Medtronic MDT Stock Holding History

Royal Fund Management’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	$2.34M	Buy	29,927 +4,100	+16%	+$331K	0.2%	134
2026 Q1	$2.24M	Sell	25,827 -700	-3%	-$67.1K	0.21%	130
2025 Q4	$2.55M	Sell	26,527 -500	-2%	-$48.6K	0.23%	122
2025 Q3	$2.57M	Sell	27,027 -421	-2%	-$38.7K	0.31%	102
2025 Q2	$2.39M	Sell	27,448 -179	-0.6%	-$15.2K	0.24%	132
2025 Q1	$2.48M	Buy	+27,627	New	+$2.47M	0.28%	121
2020 Q2	–	Sell	-145	Closed	-$13K	–	387
2020 Q1	$13K	Sell	145 -10	-6%	-$1.06K	0.01%	349
2019 Q4	$17K	Sell	155 -20	-11%	-$2.19K	﹤0.01%	361
2019 Q3	$18K	Buy	175 +32	+22%	+$3.34K	0.01%	344
2019 Q2	$13K	Sell	143 -23	-14%	-$2.1K	﹤0.01%	369
2019 Q1	$15K	Buy	166 +12	+8%	+$1.07K	﹤0.01%	332
2018 Q4	$14K	Buy	154 +11	+8%	+$1.03K	0.01%	310
2018 Q3	$14K	Sell	143 -336	-70%	-$31.1K	﹤0.01%	304
2018 Q2	$41K	Buy	479 +213	+80%	+$17.8K	0.01%	214
2018 Q1	$21K	Buy	+266	New	+$21.9K	0.01%	275
2017 Q3	–	Sell	-74	Closed	-$6K	–	497
2017 Q2	$6K	Buy	+74	New	+$6.24K	﹤0.01%	298

Other funds holding MDT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Royal Fund Management's MDT Position: Q2 2026 in Review

Royal Fund Management increased its Medtronic (MDT) stake by 16% in Q2 2026, buying an estimated $331K and bringing the position to 29,927 shares worth $2.34M. The position accounts for 0.2% of the portfolio, ranked #134.

Royal Fund Management first reported a position in MDT in Q2 2017 and has held it in 16 quarters since. The position peaked at $2.57M in Q3 2025. 494 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Royal Fund Management held 29,927 shares of Medtronic worth $2.34M as of Q2 2026.
Royal Fund Management bought 4,100 Medtronic shares in Q2 2026, an estimated $331K.
Medtronic made up 0.2% of Royal Fund Management's portfolio in Q2 2026, its #134 holding.
Royal Fund Management first reported a position in Medtronic in Q2 2017 and has held it in 16 quarters since.
Royal Fund Management's Medtronic position peaked at $2.57M in Q3 2025.
494 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.