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VisionPoint Advisory Group’s Medtronic MDT Stock Holding History

VisionPoint Advisory 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 		$987K Sell
12,614
-25,744
-67% -$2.08M 0.16% 146
2026
Q1 		$3.32M Buy
38,358
+14,760
+63% +$1.41M 0.63% 37
2025
Q4 		$2.27M Buy
23,598
+3,640
+18% +$354K 0.44% 62
2025
Q3 		$1.9M Buy
19,958
+8,441
+73% +$776K 0.38% 72
2025
Q2 		$1M Buy
11,517
+1,225
+12% +$104K 0.22% 113
2025
Q1 		$925K Buy
10,292
+9,266
+903% +$829K 0.32% 73
2024
Q4 		$82.3K Buy
+1,026
New +$88.8K 0.03% 244
2024
Q3 		– Sell
-1,032
Closed -$81.2K – 559
2024
Q2 		$81.2K Sell
1,032
-54
-5% -$4.43K 0.03% 227
2024
Q1 		$94.6K Buy
1,086
+4
+0.4% +$341 0.03% 211
2023
Q4 		$89.1K Sell
1,082
-1,291
-54% -$98.4K 0.03% 197
2023
Q3 		$186K Sell
2,373
-50
-2% -$4.19K 0.08% 146
2023
Q2 		$213K Sell
2,423
-100
-4% -$8.61K 0.09% 126
2023
Q1 		$225K Sell
2,523
-30
-1% -$2.44K 0.1% 135
2022
Q4 		$215K Hold
2,553
– – 0.09% 129
2022
Q3 		$206K Sell
2,553
-225
-8% -$20.2K 0.1% 87
2022
Q2 		$261K Buy
+2,778
New +$281K 0.1% 86
2022
Q1 		– Sell
-2,705
Closed -$278K – 99
2021
Q4 		$278K Buy
2,705
+50
+2% +$5.79K 0.12% 85
2021
Q3 		$326K Buy
2,655
+33
+1% +$4.27K 0.15% 82
2021
Q2 		$325K Buy
+2,622
New +$329K 0.14% 80
2020
Q4 		– Sell
-3,883
Closed -$404K – 151
2020
Q3 		$404K Hold
3,883
– – 0.17% 70
2020
Q2 		$374K Buy
+3,883
New +$372K 0.15% 63

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

VisionPoint Advisory Group's MDT Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Medtronic (MDT) stake by 67% in Q2 2026, selling an estimated $2.08M and leaving 12,614 shares worth $987K. The position accounts for 0.16% of the portfolio, ranked #146.

VisionPoint Advisory Group first reported a position in MDT in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.32M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • VisionPoint Advisory Group held 12,614 shares of Medtronic worth $987K as of Q2 2026.
  • VisionPoint Advisory Group sold 25,744 Medtronic shares in Q2 2026, an estimated $2.08M.
  • Medtronic made up 0.16% of VisionPoint Advisory Group's portfolio in Q2 2026, its #146 holding.
  • VisionPoint Advisory Group first reported a position in Medtronic in Q2 2020 and has held it in 21 quarters since.
  • VisionPoint Advisory Group's Medtronic position peaked at $3.32M in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.