W.H. Cornerstone Investments’s Medtronic MDT Stock Holding History

W.H. Cornerstone 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	$553K	Sell	7,072 -4,765	-40%	-$384K	0.31%	64
2026 Q1	$1.03M	Sell	11,837 -3,598	-23%	-$345K	0.64%	37
2025 Q4	$1.48M	Sell	15,435 -932	-6%	-$90.5K	0.89%	29
2025 Q3	$1.56M	Sell	16,367 -1,276	-7%	-$117K	0.95%	22
2025 Q2	$1.54M	Buy	17,643 +5,390	+44%	+$457K	0.97%	23
2025 Q1	$1.1M	Buy	12,253 +5,107	+71%	+$457K	0.76%	35
2024 Q4	$571K	Buy	7,146 +3,629	+103%	+$314K	0.38%	67
2024 Q3	$317K	Buy	+3,517	New	+$296K	0.21%	91

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

W.H. Cornerstone Investments's MDT Position: Q2 2026 in Review

W.H. Cornerstone Investments reduced its Medtronic (MDT) stake by 40% in Q2 2026, selling an estimated $384K and leaving 7,072 shares worth $553K. The position accounts for 0.31% of the portfolio, ranked #64.

W.H. Cornerstone Investments first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q3 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

W.H. Cornerstone Investments held 7,072 shares of Medtronic worth $553K as of Q2 2026.
W.H. Cornerstone Investments sold 4,765 Medtronic shares in Q2 2026, an estimated $384K.
Medtronic made up 0.31% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #64 holding.
W.H. Cornerstone Investments first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
W.H. Cornerstone Investments's Medtronic position peaked at $1.56M in Q3 2025.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.