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SWP Investment Management’s Medtronic MDT Stock Holding History

SWP Investment 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 		$2.69M Buy
34,393
+1,300
+4% +$105K 1.86% 31
2026
Q1 		$2.87M Buy
33,093
+650
+2% +$62.3K 2.14% 21
2025
Q4 		$3.12M Buy
32,443
+8,385
+35% +$814K 2.26% 14
2025
Q3 		$2.29M Buy
24,058
+2,139
+10% +$197K 2.25% 13
2025
Q2 		$1.91M Buy
21,919
+209
+1% +$17.7K 2.26% 19
2025
Q1 		$1.95M Buy
+21,710
New +$1.94M 2.44% 8

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

SWP Investment Management's MDT Position: Q2 2026 in Review

SWP Investment Management increased its Medtronic (MDT) stake by 3.9% in Q2 2026, buying an estimated $105K and bringing the position to 34,393 shares worth $2.69M. The position accounts for 1.86% of the portfolio, ranked #31.

SWP Investment Management first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.12M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • SWP Investment Management held 34,393 shares of Medtronic worth $2.69M as of Q2 2026.
  • SWP Investment Management bought 1,300 Medtronic shares in Q2 2026, an estimated $105K.
  • Medtronic made up 1.86% of SWP Investment Management's portfolio in Q2 2026, its #31 holding.
  • SWP Investment Management first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • SWP Investment Management's Medtronic position peaked at $3.12M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.