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Westchester Capital Management (Nebraska)’s Medtronic MDT Stock Holding History

Westchester Capital Management (Nebraska)’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 		$7.76M Sell
99,190
-2,132
-2% -$172K 1.4% 21
2026
Q1 		$8.78M Buy
101,322
+1,865
+2% +$179K 1.77% 20
2025
Q4 		$9.55M Buy
99,457
+940
+1% +$91.3K 1.98% 21
2025
Q3 		$9.38M Sell
98,517
-437
-0.4% -$40.2K 2.02% 20
2025
Q2 		$8.63M Buy
98,954
+500
+0.5% +$42.4K 2.03% 21
2025
Q1 		$8.85M Buy
98,454
+12,974
+15% +$1.16M 2.2% 20
2024
Q4 		$6.83M Sell
85,480
-1,653
-2% -$143K 1.72% 22
2024
Q3 		$7.84M Sell
87,133
-148
-0.2% -$12.4K 1.91% 21
2024
Q2 		$6.87M Sell
87,281
-348
-0.4% -$28.5K 1.73% 23
2024
Q1 		$7.64M Sell
87,629
-635
-0.7% -$54.2K 1.92% 23
2023
Q4 		$7.27M Sell
88,264
-1,124
-1% -$85.7K 1.96% 23
2023
Q3 		$7M Buy
89,388
+1,089
+1% +$91.2K 2.01% 23
2023
Q2 		$7.78M Buy
88,299
+687
+0.8% +$59.1K 2.17% 22
2023
Q1 		$7.06M Buy
87,612
+839
+1% +$68.4K 2.03% 24
2022
Q4 		$6.74M Sell
86,773
-384
-0.4% -$31.1K 1.98% 22
2022
Q3 		$7.04M Sell
87,157
-130
-0.1% -$11.7K 2.27% 23
2022
Q2 		$7.83M Buy
87,287
+1,350
+2% +$137K 2.39% 23
2022
Q1 		$9.54M Buy
85,937
+890
+1% +$94K 2.46% 24
2021
Q4 		$8.8M Buy
85,047
+2,849
+3% +$330K 2.25% 23
2021
Q3 		$10.3M Buy
82,198
+1,045
+1% +$135K 2.87% 22
2021
Q2 		$10.1M Buy
81,153
+630
+0.8% +$79.1K 2.83% 22
2021
Q1 		$9.51M Sell
80,523
-448
-0.6% -$52.5K 2.75% 22
2020
Q4 		$9.48M Sell
80,971
-544
-0.7% -$59.9K 2.99% 21
2020
Q3 		$8.47M Buy
81,515
+1,566
+2% +$157K 3.01% 21
2020
Q2 		$7.33M Buy
+79,949
New +$7.67M 2.76% 22

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Westchester Capital Management (Nebraska)'s MDT Position: Q2 2026 in Review

Westchester Capital Management (Nebraska) reduced its Medtronic (MDT) stake by 2.1% in Q2 2026, selling an estimated $172K and leaving 99,190 shares worth $7.76M. The position accounts for 1.4% of the portfolio, ranked #21.

Westchester Capital Management (Nebraska) first reported a position in MDT in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.3M in Q3 2021. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Westchester Capital Management (Nebraska) held 99,190 shares of Medtronic worth $7.76M as of Q2 2026.
  • Westchester Capital Management (Nebraska) sold 2,132 Medtronic shares in Q2 2026, an estimated $172K.
  • Medtronic made up 1.4% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #21 holding.
  • Westchester Capital Management (Nebraska) first reported a position in Medtronic in Q2 2020 and has held it in 25 quarters since.
  • Westchester Capital Management (Nebraska)'s Medtronic position peaked at $10.3M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.