Vista Investment Partners’s Medtronic MDT Stock Holding History

Vista Investment Partners’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	$753K	Sell	9,623 -5,923	-38%	-$478K	0.19%	95
2026 Q1	$1.35M	Sell	15,546 -88	-0.6%	-$8.43K	0.36%	77
2025 Q4	$1.5M	Buy	15,634 +8	+0.1%	+$777	0.39%	75
2025 Q3	$1.49M	Buy	15,626 +19	+0.1%	+$1.75K	0.42%	68
2025 Q2	$1.36M	Buy	15,607 +6,091	+64%	+$517K	0.39%	68
2025 Q1	$855K	Buy	9,516 +77	+0.8%	+$6.89K	0.26%	85
2024 Q4	$754K	Sell	9,439 -15	-0.2%	-$1.3K	0.24%	87
2024 Q3	$851K	Buy	9,454 +78	+0.8%	+$6.56K	0.27%	79
2024 Q2	$738K	Buy	9,376 +21	+0.2%	+$1.72K	0.25%	92
2024 Q1	$815K	Sell	9,355 -91	-1%	-$7.77K	0.28%	88
2023 Q4	$778K	Buy	+9,446	New	+$720K	0.29%	82

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vista Investment Partners's MDT Position: Q2 2026 in Review

Vista Investment Partners reduced its Medtronic (MDT) stake by 38% in Q2 2026, selling an estimated $478K and leaving 9,623 shares worth $753K. The position accounts for 0.19% of the portfolio, ranked #95.

Vista Investment Partners first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.5M in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Vista Investment Partners held 9,623 shares of Medtronic worth $753K as of Q2 2026.
Vista Investment Partners sold 5,923 Medtronic shares in Q2 2026, an estimated $478K.
Medtronic made up 0.19% of Vista Investment Partners's portfolio in Q2 2026, its #95 holding.
Vista Investment Partners first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Medtronic position peaked at $1.5M in Q4 2025.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.