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StrongBox Wealth’s Medtronic MDT Stock Holding History

StrongBox Wealth’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 		$601K Sell
7,680
-410
-5% -$33.1K 0.17% 71
2026
Q1 		$701K Sell
8,090
-364
-4% -$34.9K 0.22% 60
2025
Q4 		$812K Sell
8,454
-2,966
-26% -$288K 0.27% 56
2025
Q3 		$1.09M Sell
11,420
-940
-8% -$86.4K 0.37% 49
2025
Q2 		$1.08M Sell
12,360
-3,523
-22% -$299K 0.41% 50
2025
Q1 		$1.43M Sell
15,883
-818
-5% -$73.2K 0.6% 43
2024
Q4 		$1.33M Buy
16,701
+576
+4% +$49.9K 0.56% 45
2024
Q3 		$1.45M Sell
16,125
-15,270
-49% -$1.28M 0.62% 42
2024
Q2 		$2.47M Buy
31,395
+8,850
+39% +$726K 1.17% 27
2024
Q1 		$1.96M Buy
22,545
+11,100
+97% +$947K 1.04% 33
2023
Q4 		$943K Buy
+11,445
New +$872K 0.55% 47
2023
Q2 		– Sell
-3,267
Closed -$263K – 87
2023
Q1 		$263K Sell
3,267
-415
-11% -$33.8K 0.18% 73
2022
Q4 		$286K Buy
3,682
+550
+18% +$44.6K 0.2% 66
2022
Q3 		$253K Buy
+3,132
New +$281K 0.18% 70
2021
Q4 		– Sell
-1,677
Closed -$210K – 103
2021
Q3 		$210K Hold
1,677
– – 0.12% 97
2021
Q2 		$208K Sell
1,677
-150
-8% -$18.8K 0.12% 96
2021
Q1 		$216K Buy
1,827
+42
+2% +$4.92K 0.13% 92
2020
Q4 		$209K Sell
1,785
-1,192
-40% -$131K 0.14% 88
2020
Q3 		$309K Sell
2,977
-10,698
-78% -$1.07M 0.23% 65
2020
Q2 		$1.25M Buy
13,675
+1,383
+11% +$133K 1.14% 30
2020
Q1 		$1.11M Buy
+12,292
New +$1.31M 1.26% 27

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

StrongBox Wealth's MDT Position: Q2 2026 in Review

StrongBox Wealth reduced its Medtronic (MDT) stake by 5.1% in Q2 2026, selling an estimated $33.1K and leaving 7,680 shares worth $601K. The position accounts for 0.17% of the portfolio, ranked #71.

StrongBox Wealth first reported a position in MDT in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.47M in Q2 2024. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • StrongBox Wealth held 7,680 shares of Medtronic worth $601K as of Q2 2026.
  • StrongBox Wealth sold 410 Medtronic shares in Q2 2026, an estimated $33.1K.
  • Medtronic made up 0.17% of StrongBox Wealth's portfolio in Q2 2026, its #71 holding.
  • StrongBox Wealth first reported a position in Medtronic in Q1 2020 and has held it in 21 quarters since.
  • StrongBox Wealth's Medtronic position peaked at $2.47M in Q2 2024.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.