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Valeo Financial Advisors’s Medtronic MDT Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-1,400
Closed -$134K – 844
2025
Q4 		$134K Buy
+1,400
New +$136K ﹤0.01% 779

Other funds holding MDT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Valeo Financial Advisors's MDT Position: Q2 2026 in Review

Valeo Financial Advisors increased its Medtronic (MDT) stake by 8.2% in Q2 2026, buying an estimated $101K and bringing the position to 16,563 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #261.

Valeo Financial Advisors first reported a position in MDT in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.59M in Q1 2022. 1,188 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Valeo Financial Advisors held 16,563 shares of Medtronic worth $1.3M as of Q2 2026.
  • Valeo Financial Advisors bought 1,255 Medtronic shares in Q2 2026, an estimated $101K.
  • Medtronic made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #261 holding.
  • Valeo Financial Advisors first reported a position in Medtronic in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Medtronic position peaked at $2.59M in Q1 2022.
  • 1,188 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.