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Satovsky Asset Management’s Medtronic MDT Stock Holding History

Satovsky Asset 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 		– Sell
-2,522
Closed -$219K – 75
2026
Q1 		$219K Buy
2,522
+150
+6% +$14.4K 0.04% 69
2025
Q4 		$228K Buy
2,372
+55
+2% +$5.34K 0.04% 65
2025
Q3 		$221K Buy
2,317
+16
+0.7% +$1.47K 0.04% 60
2025
Q2 		$201K Buy
2,301
+17
+0.7% +$1.44K 0.04% 62
2025
Q1 		$205K Buy
+2,284
New +$204K 0.05% 53
2024
Q4 		– Sell
-2,264
Closed -$204K – 55
2024
Q3 		$204K Buy
+2,264
New +$190K 0.05% 54
2022
Q2 		– Sell
-1,953
Closed -$217K – 38
2022
Q1 		$217K Buy
+1,953
New +$206K 0.15% 31
2021
Q4 		– Sell
-1,734
Closed -$217K – 33
2021
Q3 		$217K Buy
1,734
+9
+0.5% +$1.17K 0.16% 26
2021
Q2 		$214K Buy
1,725
+8
+0.5% +$1K 0.16% 28
2021
Q1 		$203K Buy
1,717
+9
+0.5% +$1.05K 0.18% 27
2020
Q4 		$200K Buy
+1,708
New +$188K 0.19% 25

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

Satovsky Asset Management's MDT Position: Q2 2026 in Review

Satovsky Asset Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,522 shares — an estimated $219K sold.

Satovsky Asset Management first reported a position in MDT in Q4 2020 and held it in 11 quarters. The position peaked at $228K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Satovsky Asset Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Satovsky Asset Management sold 2,522 Medtronic shares in Q2 2026, an estimated $219K.
  • Satovsky Asset Management first reported a position in Medtronic in Q4 2020 and held it in 11 quarters.
  • Satovsky Asset Management's Medtronic position peaked at $228K in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.