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West Family Investments’s Medtronic MDT Stock Holding History

West Family 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 		$339K Buy
4,330
+1,148
+36% +$92.6K 0.1% 284
2026
Q1 		$276K Sell
3,182
-2,659
-46% -$255K 0.1% 189
2025
Q4 		$561K Buy
5,841
+69
+1% +$6.7K 0.13% 152
2025
Q3 		$550K Hold
5,772
– – 0.12% 158
2025
Q2 		$503K Buy
5,772
+1,762
+44% +$149K 0.13% 160
2025
Q1 		$360K Buy
4,010
+381
+10% +$34.1K 0.14% 149
2024
Q4 		$290K Sell
3,629
-186
-5% -$16.1K 0.1% 199
2024
Q3 		$343K Buy
+3,815
New +$321K 0.12% 176
2024
Q2 		– Sell
-3,300
Closed -$288K – 266
2024
Q1 		$288K Buy
+3,300
New +$282K 0.09% 185
2023
Q3 		– Sell
-3,122
Closed -$275K – 246
2023
Q2 		$275K Sell
3,122
-1,078
-26% -$92.8K 0.11% 169
2023
Q1 		$339K Buy
+4,200
New +$342K 0.13% 115
2022
Q4 		– Sell
-6,333
Closed -$511K – 257
2022
Q3 		$511K Buy
6,333
+3,101
+96% +$279K 0.21% 98
2022
Q2 		$290K Sell
3,232
-2,047
-39% -$207K 0.11% 166
2022
Q1 		$586K Buy
+5,279
New +$558K 0.17% 96
2021
Q4 		– Sell
-4,064
Closed -$509K – 359
2021
Q3 		$509K Sell
4,064
-819
-17% -$106K 0.13% 133
2021
Q2 		$606K Buy
+4,883
New +$613K 0.16% 106

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

West Family Investments's MDT Position: Q2 2026 in Review

West Family Investments increased its Medtronic (MDT) stake by 36% in Q2 2026, buying an estimated $92.6K and bringing the position to 4,330 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #284.

West Family Investments first reported a position in MDT in Q2 2021 and has held it in 16 quarters since. The position peaked at $606K in Q2 2021. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • West Family Investments held 4,330 shares of Medtronic worth $339K as of Q2 2026.
  • West Family Investments bought 1,148 Medtronic shares in Q2 2026, an estimated $92.6K.
  • Medtronic made up 0.1% of West Family Investments's portfolio in Q2 2026, its #284 holding.
  • West Family Investments first reported a position in Medtronic in Q2 2021 and has held it in 16 quarters since.
  • West Family Investments's Medtronic position peaked at $606K in Q2 2021.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.