Talaria Asset Management’s Medtronic MDT Stock Holding History

Talaria 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	$57.1M	Buy	729,900 +232,400	+47%	+$18.7M	12.22%	3
2026 Q1	$43.1M	Hold	497,500	–	–	8.7%	6
2025 Q4	$47.8M	Hold	497,500	–	–	9.16%	6
2025 Q3	$47.4M	Buy	497,500 +28,500	+6%	+$2.62M	8.52%	6
2025 Q2	$40.9M	Buy	469,000 +22,000	+5%	+$1.87M	9.66%	5
2025 Q1	$40.2M	Sell	447,000 -120,600	-21%	-$10.8M	10.55%	7
2024 Q4	$45.3M	Buy	+567,600	New	+$49.1M	11.69%	4

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Talaria Asset Management increased its Medtronic (MDT) stake by 47% in Q2 2026, buying an estimated $18.7M and bringing the position to 729,900 shares worth $57.1M. The position accounts for 12.22% of the portfolio, ranked #3.

Talaria Asset Management first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Talaria Asset Management held 729,900 shares of Medtronic worth $57.1M as of Q2 2026.
Talaria Asset Management bought 232,400 Medtronic shares in Q2 2026, an estimated $18.7M.
Medtronic made up 12.22% of Talaria Asset Management's portfolio in Q2 2026, its #3 holding.
Talaria Asset Management first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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