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West Michigan Advisors’s Medtronic MDT Stock Holding History

West Michigan Advisors’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 		$467K Sell
5,918
-2,156
-27% -$174K 0.09% 186
2026
Q1 		$705K Sell
8,074
-142
-2% -$13.6K 0.16% 152
2025
Q4 		$795K Buy
8,216
+315
+4% +$30.6K 0.18% 120
2025
Q3 		$758K Sell
7,901
-413
-5% -$38K 0.18% 115
2025
Q2 		$730K Buy
8,314
+599
+8% +$50.8K 0.21% 88
2025
Q1 		$699K Sell
7,715
-574
-7% -$51.4K 0.23% 76
2024
Q4 		$668K Sell
8,289
-103
-1% -$8.92K 0.2% 83
2024
Q3 		$761K Sell
8,392
-111
-1% -$9.34K 0.23% 80
2024
Q2 		$675K Sell
8,503
-21,770
-72% -$1.78M 0.21% 77
2024
Q1 		$2.64M Buy
30,273
+1,306
+5% +$111K 0.86% 30
2023
Q4 		$2.39M Buy
28,967
+6,135
+27% +$468K 0.9% 29
2023
Q3 		$1.79M Buy
22,832
+574
+3% +$48.1K 0.96% 32
2023
Q2 		$1.96M Buy
22,258
+5,722
+35% +$493K 0.78% 33
2023
Q1 		$1.33M Buy
16,536
+6,805
+70% +$555K 0.76% 35
2022
Q4 		$756K Buy
9,731
+113
+1% +$9.16K 0.55% 41
2022
Q3 		$777K Buy
9,618
+292
+3% +$26.2K 0.68% 37
2022
Q2 		$837K Buy
9,326
+911
+11% +$92.3K 0.72% 37
2022
Q1 		$934K Buy
8,415
+1,720
+26% +$182K 0.63% 36
2021
Q4 		$693K Buy
+6,695
New +$775K 0.52% 43

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 Michigan Advisors's MDT Position: Q2 2026 in Review

West Michigan Advisors reduced its Medtronic (MDT) stake by 27% in Q2 2026, selling an estimated $174K and leaving 5,918 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #186.

West Michigan Advisors first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2024. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • West Michigan Advisors held 5,918 shares of Medtronic worth $467K as of Q2 2026.
  • West Michigan Advisors sold 2,156 Medtronic shares in Q2 2026, an estimated $174K.
  • Medtronic made up 0.09% of West Michigan Advisors's portfolio in Q2 2026, its #186 holding.
  • West Michigan Advisors first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Medtronic position peaked at $2.64M in Q1 2024.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.