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Sompo Asset Management’s Medtronic MDT Stock Holding History

Sompo 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 		$5.74M Sell
73,403
-1,880
-2% -$152K 0.94% 28
2026
Q1 		$6.52M Sell
75,283
-2,660
-3% -$255K 1.2% 15
2025
Q4 		$7.49M Sell
77,943
-3,300
-4% -$321K 1.28% 18
2025
Q3 		$7.74M Sell
81,243
-8,060
-9% -$741K 1.33% 17
2025
Q2 		$7.78M Sell
89,303
-2,540
-3% -$215K 1.35% 18
2025
Q1 		$8.25M Sell
91,843
-12,790
-12% -$1.14M 1.53% 13
2024
Q4 		$8.36M Sell
104,633
-11,077
-10% -$959K 1.41% 16
2024
Q3 		$10.4M Buy
115,710
+3,820
+3% +$321K 1.63% 14
2024
Q2 		$8.81M Sell
111,890
-5,730
-5% -$470K 1.49% 16
2024
Q1 		$10.3M Buy
117,620
+7,140
+6% +$609K 1.68% 14
2023
Q4 		$9.1M Buy
110,480
+13,720
+14% +$1.05M 1.64% 14
2023
Q3 		$7.58M Buy
+96,760
New +$8.1M 1.66% 12
2023
Q1 		– Sell
-52,730
Closed -$4.1M – 184
2022
Q4 		$4.1M Buy
52,730
+11,500
+28% +$932K 0.94% 30
2022
Q3 		$3.33M Buy
41,230
+9,020
+28% +$811K 0.85% 34
2022
Q2 		$2.89M Buy
32,210
+3,030
+10% +$307K 0.73% 42
2022
Q1 		$3.24M Buy
29,180
+2,030
+7% +$214K 0.7% 44
2021
Q4 		$2.81M Buy
27,150
+21,970
+424% +$2.54M 0.56% 54
2021
Q3 		$649K Buy
5,180
+3,300
+176% +$427K 0.15% 113
2021
Q2 		$233K Buy
+1,880
New +$236K 0.05% 139
2018
Q3 		– Sell
-31,600
Closed -$2.71M – 97
2018
Q2 		$2.71M Sell
31,600
-55,800
-64% -$4.66M 0.61% 57
2018
Q1 		$7.01M Sell
87,400
-470
-0.5% -$38.8K 1.14% 40
2017
Q4 		$7.1M Buy
87,870
+62,940
+252% +$5.04M 1.04% 43
2017
Q3 		$1.94M Buy
+24,930
New +$2.07M 0.3% 81

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Sompo Asset Management reduced its Medtronic (MDT) stake by 2.5% in Q2 2026, selling an estimated $152K and leaving 73,403 shares worth $5.74M. The position accounts for 0.94% of the portfolio, ranked #28.

Sompo Asset Management first reported a position in MDT in Q3 2017 and has held it in 23 quarters since. The position peaked at $10.4M in Q3 2024. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sompo Asset Management held 73,403 shares of Medtronic worth $5.74M as of Q2 2026.
  • Sompo Asset Management sold 1,880 Medtronic shares in Q2 2026, an estimated $152K.
  • Medtronic made up 0.94% of Sompo Asset Management's portfolio in Q2 2026, its #28 holding.
  • Sompo Asset Management first reported a position in Medtronic in Q3 2017 and has held it in 23 quarters since.
  • Sompo Asset Management's Medtronic position peaked at $10.4M in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.