Vaughan David Investments’s Medtronic MDT Stock Holding History

Vaughan David Investments’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	$32.6M	Buy	416,412 +9,083	+2%	+$733K	0.65%	78
2026 Q1	$35.3M	Buy	407,329 +8,200	+2%	+$786K	0.75%	68
2025 Q4	$38.3M	Sell	399,129 -1,208	-0.3%	-$117K	0.83%	64
2025 Q3	$38.1M	Sell	400,337 -375	-0.1%	-$34.5K	0.82%	62
2025 Q2	$34.9M	Buy	400,712 +7,238	+2%	+$614K	0.78%	70
2025 Q1	$35.4M	Buy	393,474 +10,584	+3%	+$947K	0.83%	67
2024 Q4	$30.6M	Buy	382,890 +11,216	+3%	+$971K	0.72%	78
2024 Q3	$33.5M	Buy	371,674 +9,671	+3%	+$814K	0.77%	75
2024 Q2	$28.5M	Buy	362,003 +10,079	+3%	+$826K	0.72%	79
2024 Q1	$30.7M	Buy	351,924 +9,484	+3%	+$809K	0.76%	76
2023 Q4	$28.2M	Sell	342,440 -4,914	-1%	-$375K	0.77%	76
2023 Q3	$27.2M	Buy	347,354 +20,493	+6%	+$1.72M	0.82%	71
2023 Q2	$28.8M	Buy	326,861 +9,727	+3%	+$837K	0.84%	68
2023 Q1	$25.6M	Buy	317,134 +25,013	+9%	+$2.04M	0.77%	75
2022 Q4	$22.7M	Buy	292,121 +12,589	+5%	+$1.02M	0.68%	79
2022 Q3	$22.6M	Buy	279,532 +7,508	+3%	+$675K	0.76%	77
2022 Q2	$24.4M	Buy	272,024 +13,508	+5%	+$1.37M	0.78%	77
2022 Q1	$28.7M	Buy	258,516 +7,721	+3%	+$816K	0.85%	67
2021 Q4	$25.9M	Buy	250,795 +9,440	+4%	+$1.09M	0.76%	74
2021 Q3	$30.3M	Buy	241,355 +2,885	+1%	+$373K	0.97%	56
2021 Q2	$29.6M	Buy	238,470 +7,113	+3%	+$893K	0.92%	62
2021 Q1	$27.3M	Buy	231,357 +10,841	+5%	+$1.27M	0.87%	63
2020 Q4	$25.8M	Buy	220,516 +10,246	+5%	+$1.13M	0.89%	56
2020 Q3	$21.9M	Buy	210,270 +7,450	+4%	+$748K	0.85%	60
2020 Q2	$18.6M	Buy	202,820 +196,280	+3,001%	+$18.8M	0.76%	71
2020 Q1	$590K	Buy	6,540 +200	+3%	+$21.3K	0.03%	121
2019 Q4	$719K	Sell	6,340 -11	-0.2%	-$1.21K	0.03%	126
2019 Q3	$690K	Sell	6,351 -2,615	-29%	-$273K	0.03%	131
2019 Q2	$873K	Buy	8,966 +83	+0.9%	+$7.58K	0.03%	116
2019 Q1	$809K	Sell	8,883 -85	-0.9%	-$7.61K	0.03%	121
2018 Q4	$816K	Buy	8,968 +1,990	+29%	+$186K	0.04%	116
2018 Q3	$686K	Hold	6,978	–	–	0.03%	123
2018 Q2	$597K	Buy	6,978 +269	+4%	+$22.5K	0.03%	122
2018 Q1	$538K	Sell	6,709 -500	-7%	-$41.2K	0.03%	126
2017 Q4	$582K	Hold	7,209	–	–	0.03%	124
2017 Q3	$561K	Sell	7,209 -189	-3%	-$15.7K	0.03%	120
2017 Q2	$657K	Sell	7,398 -87	-1%	-$7.34K	0.03%	112
2017 Q1	$603K	Buy	7,485 +216	+3%	+$16.9K	0.03%	113
2016 Q4	$518K	Sell	7,269 -547	-7%	-$43K	0.03%	117
2016 Q3	$675K	Buy	7,816 +54	+0.7%	+$4.71K	0.04%	108
2016 Q2	$674K	Buy	7,762 +47	+0.6%	+$3.8K	0.04%	107
2016 Q1	$579K	Hold	7,715	–	–	0.03%	112
2015 Q4	$593K	Hold	7,715	–	–	0.04%	108
2015 Q3	$516K	Hold	7,715	–	–	0.03%	110
2015 Q2	$572K	Hold	7,715	–	–	0.03%	107
2015 Q1	$602K	Buy	7,715 +83	+1%	+$6.29K	0.04%	108
2014 Q4	$551K	Hold	7,632	–	–	0.03%	112
2014 Q3	$473K	Buy	7,632 +344	+5%	+$21.9K	0.03%	116
2014 Q2	$465K	Hold	7,288	–	–	0.03%	117
2014 Q1	$449K	Sell	7,288 -500	-6%	-$29.1K	0.03%	116
2013 Q4	$447K	Buy	7,788 +43	+0.6%	+$2.44K	0.03%	114
2013 Q3	$412K	Hold	7,745	–	–	0.03%	114
2013 Q2	$399K	Buy	+7,745	New	+$383K	0.03%	113

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

Vaughan David Investments's MDT Position: Q2 2026 in Review

Vaughan David Investments increased its Medtronic (MDT) stake by 2.2% in Q2 2026, buying an estimated $733K and bringing the position to 416,412 shares worth $32.6M. The position accounts for 0.65% of the portfolio, ranked #78.

Vaughan David Investments first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $38.3M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Vaughan David Investments held 416,412 shares of Medtronic worth $32.6M as of Q2 2026.
Vaughan David Investments bought 9,083 Medtronic shares in Q2 2026, an estimated $733K.
Medtronic made up 0.65% of Vaughan David Investments's portfolio in Q2 2026, its #78 holding.
Vaughan David Investments first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
Vaughan David Investments's Medtronic position peaked at $38.3M in Q4 2025.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.