Westside Investment Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $516K | Sell |
6,599
-8,683
| -57% | -$700K | 0.07% | 199 |
|
|
2026
Q1 | $1.32M | Sell |
15,282
-2,995
| -16% | -$287K | 0.2% | 114 |
|
|
2025
Q4 | $1.76M | Sell |
18,277
-110
| -0.6% | -$10.7K | 0.28% | 86 |
|
|
2025
Q3 | $1.75M | Buy |
18,387
+269
| +1% | +$24.7K | 0.28% | 84 |
|
|
2025
Q2 | $1.58M | Buy |
18,118
+229
| +1% | +$19.4K | 0.29% | 87 |
|
|
2025
Q1 | $1.61M | Sell |
17,889
-585
| -3% | -$52.3K | 0.34% | 79 |
|
|
2024
Q4 | $1.48M | Buy |
18,474
+890
| +5% | +$77K | 0.31% | 82 |
|
|
2024
Q3 | $1.58M | Hold |
17,584
| – | – | 0.34% | 78 |
|
|
2024
Q2 | $1.38M | Buy |
17,584
+677
| +4% | +$55.5K | 0.32% | 80 |
|
|
2024
Q1 | $1.47M | Sell |
16,907
-1,360
| -7% | -$116K | 0.35% | 75 |
|
|
2023
Q4 | $1.5M | Buy |
18,267
+1,941
| +12% | +$148K | 0.38% | 64 |
|
|
2023
Q3 | $1.28M | Buy |
16,326
+720
| +5% | +$60.3K | 0.37% | 71 |
|
|
2023
Q2 | $1.37M | Buy |
15,606
+2,665
| +21% | +$229K | 0.39% | 68 |
|
|
2023
Q1 | $1.04M | Sell |
12,941
-1,158
| -8% | -$94.4K | 0.31% | 85 |
|
|
2022
Q4 | $1.09K | Buy |
14,099
+883
| +7% | +$71.6K | ﹤0.01% | 258 |
|
|
2022
Q3 | $1.07K | Hold |
13,216
| – | – | ﹤0.01% | 264 |
|
|
2022
Q2 | $1.19K | Sell |
13,216
-295
| -2% | -$29.9K | ﹤0.01% | 257 |
|
|
2022
Q1 | $1.5K | Buy |
13,511
+1,335
| +11% | +$141K | ﹤0.01% | 252 |
|
|
2021
Q4 | $1.26K | Hold |
12,176
| – | – | ﹤0.01% | 250 |
|
|
2021
Q3 | $1.53K | Sell |
12,176
-280
| -2% | -$36.2K | ﹤0.01% | 237 |
|
|
2021
Q2 | $1.55K | Sell |
12,456
-80
| -0.6% | -$10K | ﹤0.01% | 230 |
|
|
2021
Q1 | $1.48K | Hold |
12,536
| – | – | ﹤0.01% | 223 |
|
|
2020
Q4 | $1.47K | Sell |
12,536
-525
| -4% | -$57.8K | ﹤0.01% | 181 |
|
|
2020
Q3 | $1.36K | Hold |
13,061
| – | – | ﹤0.01% | 190 |
|
|
2020
Q2 | $1.2K | Sell |
13,061
-17
| -0.1% | -$1.63K | ﹤0.01% | 174 |
|
|
2020
Q1 | $1.18K | Buy |
+13,078
| New | +$1.39M | ﹤0.01% | 179 |
|
|
2019
Q2 | $1.31M | Buy |
+13,503
| New | +$1.23M | 0.47% | 46 |
|
|
2018
Q4 | $1.26M | Buy |
13,878
+10
| +0.1% | +$934 | 0.46% | 35 |
|
|
2018
Q3 | $1.38M | Sell |
13,868
-200
| -1% | -$18.5K | 0.44% | 38 |
|
|
2018
Q2 | $1.21M | Sell |
14,068
-15
| -0.1% | -$1.25K | 0.43% | 35 |
|
|
2018
Q1 | $1.09M | Buy |
14,083
+288
| +2% | +$23.8K | 0.6% | 38 |
|
|
2017
Q4 | $1.18M | Buy |
13,795
+114
| +0.8% | +$9.13K | 0.64% | 38 |
|
|
2017
Q3 | $1.05M | Hold |
13,681
| – | – | 0.64% | 37 |
|
|
2017
Q2 | $1.19M | Buy |
13,681
+205
| +2% | +$17.3K | 0.78% | 26 |
|
|
2017
Q1 | $1.08M | Buy |
13,476
+7,193
| +114% | +$562K | 0.52% | 28 |
|
|
2016
Q4 | $468K | Buy |
+6,283
| New | +$494K | 0.32% | 49 |
|
Other funds holding MDT
Westside Investment Management's MDT Position: Q2 2026 in Review
Westside Investment Management reduced its Medtronic (MDT) stake by 57% in Q2 2026, selling an estimated $700K and leaving 6,599 shares worth $516K. The position accounts for 0.07% of the portfolio, ranked #199.
Westside Investment Management first reported a position in MDT in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.76M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Westside Investment Management held 6,599 shares of Medtronic worth $516K as of Q2 2026.
- Westside Investment Management sold 8,683 Medtronic shares in Q2 2026, an estimated $700K.
- Medtronic made up 0.07% of Westside Investment Management's portfolio in Q2 2026, its #199 holding.
- Westside Investment Management first reported a position in Medtronic in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's Medtronic position peaked at $1.76M in Q4 2025.
- 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.