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Soltis Investment Advisors’s Medtronic MDT Stock Holding History

Soltis Investment 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 		$10.4M Buy
132,646
+8,114
+7% +$655K 0.58% 40
2026
Q1 		$10.8M Buy
124,532
+22,505
+22% +$2.16M 0.68% 25
2025
Q4 		$9.8M Buy
102,027
+4,637
+5% +$450K 0.65% 26
2025
Q3 		$9.28M Buy
97,390
+4,168
+4% +$383K 0.64% 31
2025
Q2 		$8.13M Buy
93,222
+4,687
+5% +$397K 0.64% 32
2025
Q1 		$7.96M Buy
88,535
+2,336
+3% +$209K 0.71% 30
2024
Q4 		$6.89M Sell
86,199
-1,911
-2% -$165K 0.64% 34
2024
Q3 		$7.93M Buy
88,110
+20,352
+30% +$1.71M 0.78% 27
2024
Q2 		$5.33M Buy
67,758
+697
+1% +$57.1K 0.56% 53
2024
Q1 		$5.84M Sell
67,061
-4,923
-7% -$420K 0.65% 44
2023
Q4 		$5.93M Sell
71,984
-94
-0.1% -$7.16K 0.67% 43
2023
Q3 		$5.65M Buy
72,078
+3,497
+5% +$293K 0.73% 36
2023
Q2 		$6.04M Buy
68,581
+3,128
+5% +$269K 0.7% 31
2023
Q1 		$5.28M Buy
65,453
+14,616
+29% +$1.19M 0.67% 37
2022
Q4 		$3.95M Buy
50,837
+43,624
+605% +$3.54M 0.52% 55
2022
Q3 		$582K Sell
7,213
-95
-1% -$8.54K 0.09% 151
2022
Q2 		$656K Buy
7,308
+24
+0.3% +$2.43K 0.1% 148
2022
Q1 		$808K Buy
7,284
+2,479
+52% +$262K 0.11% 138
2021
Q4 		$497K Buy
4,805
+13
+0.3% +$1.5K 0.07% 168
2021
Q3 		$601K Buy
4,792
+29
+0.6% +$3.75K 0.09% 149
2021
Q2 		$591K Sell
4,763
-503
-10% -$63.2K 0.09% 152
2021
Q1 		$622K Sell
5,266
-1,244
-19% -$146K 0.11% 131
2020
Q4 		$763K Buy
+6,510
New +$717K 0.14% 114

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

Soltis Investment Advisors's MDT Position: Q2 2026 in Review

Soltis Investment Advisors increased its Medtronic (MDT) stake by 6.5% in Q2 2026, buying an estimated $655K and bringing the position to 132,646 shares worth $10.4M. The position accounts for 0.58% of the portfolio, ranked #40.

Soltis Investment Advisors first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.8M in Q1 2026. 2,131 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Soltis Investment Advisors held 132,646 shares of Medtronic worth $10.4M as of Q2 2026.
  • Soltis Investment Advisors bought 8,114 Medtronic shares in Q2 2026, an estimated $655K.
  • Medtronic made up 0.58% of Soltis Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Soltis Investment Advisors first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • Soltis Investment Advisors's Medtronic position peaked at $10.8M in Q1 2026.
  • 2,131 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.