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West Branch Capital’s Medtronic MDT Stock Holding History

West Branch Capital’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 		$8.21K Buy
105
+1
+1% +$81 ﹤0.01% 248
2026
Q1 		$9.01K Buy
104
+1
+1% +$96 ﹤0.01% 237
2025
Q4 		$9.92K Hold
103
– – ﹤0.01% 263
2025
Q3 		$9.76K Buy
103
+1
+1% +$92 ﹤0.01% 283
2025
Q2 		$8.87K Buy
102
+1
+1% +$85 ﹤0.01% 282
2025
Q1 		$9.06K Buy
101
+1
+1% +$89 ﹤0.01% 292
2024
Q4 		$7.99K Buy
+100
New +$8.66K ﹤0.01% 288
2024
Q3 		– Hold
0
– – – 596
2024
Q1 		– Sell
-26
Closed -$2.13K – 434
2023
Q4 		$2.13K Sell
26
-89
-77% -$6.78K ﹤0.01% 399
2023
Q3 		$9.01K Hold
115
– – ﹤0.01% 282
2023
Q2 		$10.1K Sell
115
-25
-18% -$2.15K 0.01% 281
2023
Q1 		$11.3K Sell
140
-23
-14% -$1.88K 0.01% 275
2022
Q4 		$12.7K Sell
163
-214
-57% -$17.3K 0.01% 265
2022
Q3 		$30K Hold
377
– – 0.02% 200
2022
Q2 		$34K Buy
377
+173
+85% +$17.5K 0.02% 195
2022
Q1 		$23K Sell
204
-259
-56% -$27.4K 0.01% 234
2021
Q4 		$48K Sell
463
-140
-23% -$16.2K 0.02% 200
2021
Q3 		$76K Sell
603
-26
-4% -$3.37K 0.04% 161
2021
Q2 		$78K Buy
+629
New +$79K 0.04% 161
2020
Q1 		– Sell
-4,095
Closed -$465K – 85
2019
Q4 		$465K Buy
+4,095
New +$449K 0.32% 64

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

West Branch Capital's MDT Position: Q2 2026 in Review

West Branch Capital increased its Medtronic (MDT) stake by 0.96% in Q2 2026, buying an estimated $81 and bringing the position to 105 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

West Branch Capital first reported a position in MDT in Q4 2019 and has held it in 19 quarters since. The position peaked at $465K in Q4 2019. 592 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • West Branch Capital held 105 shares of Medtronic worth $8.21K as of Q2 2026.
  • West Branch Capital bought 1 Medtronic share in Q2 2026, an estimated $81.
  • Medtronic made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #248 holding.
  • West Branch Capital first reported a position in Medtronic in Q4 2019 and has held it in 19 quarters since.
  • West Branch Capital's Medtronic position peaked at $465K in Q4 2019.
  • 592 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.