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Sovran Advisors’s Medtronic MDT Stock Holding History

Sovran 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 		$319K Sell
3,668
-206
-5% -$16.6K 0.02% 468
2026
Q1 		$314K Sell
3,874
-3,003
-44% -$288K 0.02% 444
2025
Q4 		$681K Sell
6,877
-57
-0.8% -$5.54K 0.06% 290
2025
Q3 		$631K Buy
6,934
+1,639
+31% +$151K 0.06% 289
2025
Q2 		$469K Sell
5,295
-237
-4% -$20.1K 0.05% 323
2025
Q1 		$457K Buy
5,532
+661
+14% +$59.1K 0.06% 304
2024
Q4 		$415K Buy
+4,871
New +$422K 0.06% 288

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

Sovran Advisors's MDT Position: Q2 2026 in Review

Sovran Advisors reduced its Medtronic (MDT) stake by 5.3% in Q2 2026, selling an estimated $16.6K and leaving 3,668 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #468.

Sovran Advisors first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $681K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sovran Advisors held 3,668 shares of Medtronic worth $319K as of Q2 2026.
  • Sovran Advisors sold 206 Medtronic shares in Q2 2026, an estimated $16.6K.
  • Medtronic made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #468 holding.
  • Sovran Advisors first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's Medtronic position peaked at $681K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.