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Sargent Investment Group’s Medtronic MDT Stock Holding History

Sargent Investment 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 		$1.32M Buy
16,839
+1,057
+7% +$85.3K 0.16% 109
2026
Q1 		$1.37M Buy
15,782
+2,245
+17% +$215K 0.18% 102
2025
Q4 		$1.3M Buy
13,537
+548
+4% +$53.2K 0.16% 101
2025
Q3 		$1.24M Buy
12,989
+2,790
+27% +$256K 0.18% 88
2025
Q2 		$911K Buy
10,199
+2,951
+41% +$250K 0.12% 108
2025
Q1 		$651K Buy
7,248
+1,704
+31% +$152K 0.1% 122
2024
Q4 		$453K Buy
+5,544
New +$480K 0.07% 140

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

Sargent Investment Group's MDT Position: Q2 2026 in Review

Sargent Investment Group increased its Medtronic (MDT) stake by 6.7% in Q2 2026, buying an estimated $85.3K and bringing the position to 16,839 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #109.

Sargent Investment Group first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q1 2026. 2,141 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sargent Investment Group held 16,839 shares of Medtronic worth $1.32M as of Q2 2026.
  • Sargent Investment Group bought 1,057 Medtronic shares in Q2 2026, an estimated $85.3K.
  • Medtronic made up 0.16% of Sargent Investment Group's portfolio in Q2 2026, its #109 holding.
  • Sargent Investment Group first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Sargent Investment Group's Medtronic position peaked at $1.37M in Q1 2026.
  • 2,141 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.