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United Advisor Group’s Medtronic MDT Stock Holding History

United Advisor Group’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 		– Sell
-2,970
Closed -$258K – 570
2026
Q1 		$258K Sell
2,970
-133
-4% -$12.7K 0.03% 427
2025
Q4 		$299K Buy
3,103
+266
+9% +$25.8K 0.04% 376
2025
Q3 		$271K Sell
2,837
-78
-3% -$7.17K 0.04% 379
2025
Q2 		$254K Sell
2,915
-139
-5% -$11.8K 0.04% 340
2025
Q1 		$274K Sell
3,054
-4,082
-57% -$365K 0.06% 289
2024
Q4 		$570K Buy
7,136
+623
+10% +$53.9K 0.11% 178
2024
Q3 		$586K Buy
6,513
+2,141
+49% +$180K 0.13% 160
2024
Q2 		$344K Buy
4,372
+1,268
+41% +$104K 0.11% 183
2024
Q1 		$271K Buy
+3,104
New +$265K 0.1% 175

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

United Advisor Group's MDT Position: Q2 2026 in Review

United Advisor Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,970 shares — an estimated $258K sold.

United Advisor Group first reported a position in MDT in Q1 2024 and held it in 9 quarters. The position peaked at $586K in Q3 2024. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • United Advisor Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • United Advisor Group sold 2,970 Medtronic shares in Q2 2026, an estimated $258K.
  • United Advisor Group first reported a position in Medtronic in Q1 2024 and held it in 9 quarters.
  • United Advisor Group's Medtronic position peaked at $586K in Q3 2024.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.