SAG
MDT icon

SageView Advisory Group’s Medtronic MDT Stock Holding History

SageView Advisory Group’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 		$584K Sell
7,464
-541
-7% -$43.6K 0.02% 336
2026
Q1 		$694K Sell
8,005
-15,510
-66% -$1.49M 0.03% 283
2025
Q4 		$2.26M Sell
23,515
-689
-3% -$66.9K 0.08% 139
2025
Q3 		$2.31M Buy
24,204
+15,062
+165% +$1.38M 0.08% 142
2025
Q2 		$841K Sell
9,142
-41
-0.4% -$3.48K 0.03% 267
2025
Q1 		$825K Sell
9,183
-826
-8% -$73.9K 0.04% 254
2024
Q4 		$800K Buy
10,009
+6,026
+151% +$522K 0.03% 254
2024
Q3 		$359K Sell
3,983
-1,522
-28% -$128K 0.02% 353
2024
Q2 		$433K Sell
5,505
-11,324
-67% -$928K 0.02% 363
2024
Q1 		$4.56M Buy
16,829
+9,523
+130% +$813K 0.23% 57
2023
Q4 		$635K Buy
7,306
+2,721
+59% +$207K 0.03% 341
2023
Q3 		$359K Sell
4,585
-66
-1% -$5.53K 0.02% 383
2023
Q2 		$410K Buy
4,651
+1,400
+43% +$121K 0.02% 382
2023
Q1 		$262K Buy
3,251
+265
+9% +$21.6K 0.02% 408
2022
Q4 		$232K Buy
+2,986
New +$242K 0.02% 375

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

SageView Advisory Group's MDT Position: Q2 2026 in Review

SageView Advisory Group reduced its Medtronic (MDT) stake by 6.8% in Q2 2026, selling an estimated $43.6K and leaving 7,464 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #336.

SageView Advisory Group first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.56M in Q1 2024. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • SageView Advisory Group held 7,464 shares of Medtronic worth $584K as of Q2 2026.
  • SageView Advisory Group sold 541 Medtronic shares in Q2 2026, an estimated $43.6K.
  • Medtronic made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #336 holding.
  • SageView Advisory Group first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Medtronic position peaked at $4.56M in Q1 2024.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.