Sterling Investment Advisors (Pennsylvania)’s Medtronic MDT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$1.47M	Sell	18,811 -3,140	-14%	-$253K	0.25%	91
2026 Q1	$1.9M	Sell	21,951 -799	-4%	-$76.5K	0.34%	75
2025 Q4	$2.19M	Buy	22,750 +1,154	+5%	+$112K	0.4%	70
2025 Q3	$2.06M	Buy	21,596 +375	+2%	+$34.5K	0.4%	69
2025 Q2	$1.85M	Buy	21,221 +726	+4%	+$61.6K	0.41%	71
2025 Q1	$1.84M	Buy	20,495 +682	+3%	+$61K	0.44%	65
2024 Q4	$1.58M	Buy	19,813 +1,899	+11%	+$164K	0.38%	69
2024 Q3	$1.61M	Buy	17,914 +3,500	+24%	+$294K	0.41%	68
2024 Q2	$1.13M	Buy	14,414 +50	+0.3%	+$4.1K	0.31%	76
2024 Q1	$1.25M	Buy	14,364 +250	+2%	+$21.3K	0.35%	71
2023 Q4	$1.16M	Buy	14,114 +3,075	+28%	+$234K	0.36%	68
2023 Q3	$865K	Buy	+11,039	New	+$924K	0.3%	76
2022 Q3	–	Sell	-784	Closed	-$70K	–	342
2022 Q2	$70K	Hold	784	–	–	0.02%	203
2022 Q1	$87K	Sell	784 -120	-13%	-$12.7K	0.02%	205
2021 Q4	$94K	Hold	904	–	–	0.03%	200
2021 Q3	$113K	Sell	904 -169	-16%	-$21.9K	0.03%	183
2021 Q2	$133K	Buy	1,073 +153	+17%	+$19.2K	0.04%	176
2021 Q1	$109K	Buy	920 +120	+15%	+$14.1K	0.04%	182
2020 Q4	$94K	Hold	800	–	–	0.03%	180
2020 Q3	$83K	Hold	800	–	–	0.03%	178
2020 Q2	$73K	Hold	800	–	–	0.03%	184
2020 Q1	$72K	Hold	800	–	–	0.04%	163
2019 Q4	$90K	Hold	800	–	–	0.04%	159
2019 Q3	$87K	Hold	800	–	–	0.04%	160
2019 Q2	$78K	Hold	800	–	–	0.04%	168
2019 Q1	$73K	Hold	800	–	–	0.04%	177
2018 Q4	$72K	Hold	800	–	–	0.04%	162
2018 Q3	$79K	Hold	800	–	–	0.04%	178
2018 Q2	$68K	Hold	800	–	–	0.04%	170
2018 Q1	$64K	Hold	800	–	–	0.04%	172
2017 Q4	$65K	Hold	800	–	–	0.04%	166
2017 Q3	$62K	Hold	800	–	–	0.04%	162
2017 Q2	$71K	Hold	800	–	–	0.05%	157
2017 Q1	$64K	Sell	800 -65	-8%	-$5.08K	0.05%	156
2016 Q4	$62K	Buy	+865	New	+$68K	0.05%	141

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MDT Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $253K and leaving 18,811 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #91.

Sterling Investment Advisors (Pennsylvania) first reported a position in MDT in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.19M in Q4 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 18,811 shares of Medtronic worth $1.47M as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) sold 3,140 Medtronic shares in Q2 2026, an estimated $253K.
Medtronic made up 0.25% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #91 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Medtronic in Q4 2016 and has held it in 35 quarters since.
Sterling Investment Advisors (Pennsylvania)'s Medtronic position peaked at $2.19M in Q4 2025.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.