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Simon Quick Advisors’s Medtronic MDT Stock Holding History

Simon Quick Advisors’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 		$3.47M Sell
44,368
-7,644
-15% -$617K 0.14% 108
2026
Q1 		$4.51M Buy
52,012
+3,309
+7% +$317K 0.21% 80
2025
Q4 		$4.68M Buy
48,703
+453
+0.9% +$44K 0.2% 73
2025
Q3 		$4.6M Sell
48,250
-673
-1% -$61.9K 0.21% 72
2025
Q2 		$4.26M Buy
48,923
+41,122
+527% +$3.49M 0.22% 71
2025
Q1 		$701K Buy
7,801
+2,641
+51% +$236K 0.04% 225
2024
Q4 		$412K Buy
5,160
+1,353
+36% +$117K 0.02% 284
2024
Q3 		$343K Buy
3,807
+643
+20% +$54.1K 0.02% 292
2024
Q2 		$249K Buy
3,164
+653
+26% +$53.5K 0.02% 318
2024
Q1 		$219K Buy
+2,511
New +$214K 0.02% 374
2023
Q4 		– Sell
-3,326
Closed -$261K – 364
2023
Q3 		$261K Buy
3,326
+489
+17% +$40.9K 0.02% 256
2023
Q2 		$250K Buy
+2,837
New +$244K 0.02% 240
2020
Q3 		– Sell
-728
Closed -$67K – 480
2020
Q2 		$67K Buy
728
+12
+2% +$1.15K 0.03% 165
2020
Q1 		$65K Sell
716
-130
-15% -$13.8K 0.02% 162
2019
Q4 		$96K Buy
846
+187
+28% +$20.5K 0.03% 150
2019
Q3 		$72K Buy
659
+492
+295% +$51.3K 0.03% 145
2019
Q2 		$16.3K Buy
+167
New +$15.2K 0.01% 190
2019
Q1 		– Sell
-400
Closed -$36K – 426
2018
Q4 		$36K Sell
400
-68
-15% -$6.35K 0.01% 213
2018
Q3 		$46K Sell
468
-59
-11% -$5.46K 0.02% 182
2018
Q2 		$45K Sell
527
-496
-48% -$41.4K 0.02% 190
2018
Q1 		$82K Buy
1,023
+431
+73% +$35.5K 0.03% 147
2017
Q4 		$51K Sell
592
-8
-1% -$641 0.02% 226
2017
Q3 		$47K Buy
+600
New +$49.8K 0.02% 278
2017
Q2 		– Sell
-146
Closed -$12K – 345
2017
Q1 		$12K Sell
146
-1,030
-88% -$80.5K 0.01% 250
2016
Q4 		$84K Buy
+1,176
New +$92.4K 0.06% 131

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

Simon Quick Advisors's MDT Position: Q2 2026 in Review

Simon Quick Advisors reduced its Medtronic (MDT) stake by 15% in Q2 2026, selling an estimated $617K and leaving 44,368 shares worth $3.47M. The position accounts for 0.14% of the portfolio, ranked #108.

Simon Quick Advisors first reported a position in MDT in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.68M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Simon Quick Advisors held 44,368 shares of Medtronic worth $3.47M as of Q2 2026.
  • Simon Quick Advisors sold 7,644 Medtronic shares in Q2 2026, an estimated $617K.
  • Medtronic made up 0.14% of Simon Quick Advisors's portfolio in Q2 2026, its #108 holding.
  • Simon Quick Advisors first reported a position in Medtronic in Q4 2016 and has held it in 25 quarters since.
  • Simon Quick Advisors's Medtronic position peaked at $4.68M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.