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Trust Point Inc’s Medtronic MDT Stock Holding History

Trust Point Inc’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 		$447K Sell
5,711
-2,438
-30% -$197K 0.04% 247
2026
Q1 		$706K Sell
8,149
-534
-6% -$51.2K 0.06% 172
2025
Q4 		$834K Sell
8,683
-381
-4% -$37K 0.07% 146
2025
Q3 		$863K Sell
9,064
-3,144
-26% -$289K 0.07% 139
2025
Q2 		$1.06M Buy
12,208
+3,041
+33% +$258K 0.1% 104
2025
Q1 		$824K Sell
9,167
-2,638
-22% -$236K 0.08% 135
2024
Q4 		$943K Buy
11,805
+693
+6% +$60K 0.07% 170
2024
Q3 		$1M Sell
11,112
-398
-3% -$33.5K 0.08% 165
2024
Q2 		$906K Sell
11,510
-358
-3% -$29.3K 0.07% 166
2024
Q1 		$1.03M Buy
11,868
+1,313
+12% +$112K 0.08% 154
2023
Q4 		$870K Buy
+10,555
New +$804K 0.07% 158

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Trust Point Inc's MDT Position: Q2 2026 in Review

Trust Point Inc reduced its Medtronic (MDT) stake by 30% in Q2 2026, selling an estimated $197K and leaving 5,711 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #247.

Trust Point Inc first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Trust Point Inc held 5,711 shares of Medtronic worth $447K as of Q2 2026.
  • Trust Point Inc sold 2,438 Medtronic shares in Q2 2026, an estimated $197K.
  • Medtronic made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #247 holding.
  • Trust Point Inc first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Medtronic position peaked at $1.06M in Q2 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.