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Westbourne Investments’s Medtronic MDT Stock Holding History

Westbourne 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 		– Sell
-17,415
Closed -$1.51M – 161
2026
Q1 		$1.51M Sell
17,415
-185
-1% -$17.7K 0.72% 48
2025
Q4 		$1.69M Sell
17,600
-2,225
-11% -$216K 0.79% 40
2025
Q3 		$1.8M Sell
19,825
-1,490
-7% -$137K 0.86% 41
2025
Q2 		$1.86M Hold
21,315
– – 0.99% 32
2025
Q1 		$1.92M Buy
+21,315
New +$1.91M 1.16% 27

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

Westbourne Investments's MDT Position: Q2 2026 in Review

Westbourne Investments sold out of Medtronic (MDT) in Q2 2026, closing a stake of 17,415 shares — an estimated $1.51M sold.

Westbourne Investments first reported a position in MDT in Q1 2025 and held it in 5 quarters. The position peaked at $1.92M in Q1 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Westbourne Investments reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investments sold 17,415 Medtronic shares in Q2 2026, an estimated $1.51M.
  • Westbourne Investments first reported a position in Medtronic in Q1 2025 and held it in 5 quarters.
  • Westbourne Investments's Medtronic position peaked at $1.92M in Q1 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.