White Lighthouse Investment Management’s Medtronic MDT Stock Holding History

White Lighthouse Investment Management’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	$211K	Sell	2,692 -517	-16%	-$41.7K	0.03%	149
2026 Q1	$278K	Buy	3,209 +54	+2%	+$5.17K	0.04%	127
2025 Q4	$303K	Buy	3,155 +296	+10%	+$28.8K	0.04%	124
2025 Q3	$272K	Sell	2,859 -28	-1%	-$2.57K	0.04%	124
2025 Q2	$252K	Buy	2,887 +40	+1%	+$3.39K	0.04%	123
2025 Q1	$256K	Buy	2,847 +96	+3%	+$8.59K	0.05%	120
2024 Q4	$220K	Buy	2,751 +33	+1%	+$2.86K	0.04%	129
2024 Q3	$245K	Hold	2,718	–	–	0.04%	120
2024 Q2	$214K	Hold	2,718	–	–	0.04%	119
2024 Q1	$237K	Hold	2,718	–	–	0.05%	114
2023 Q4	$224K	Hold	2,718	–	–	0.05%	119
2023 Q3	$213K	Hold	2,718	–	–	0.05%	112
2023 Q2	$239K	Hold	2,718	–	–	0.06%	108
2023 Q1	$219K	Hold	2,718	–	–	0.06%	111
2022 Q4	$211K	Hold	2,718	–	–	0.06%	109
2022 Q3	$219K	Sell	2,718 -125	-4%	-$11.2K	0.06%	101
2022 Q2	$255K	Hold	2,843	–	–	0.07%	98
2022 Q1	$315K	Hold	2,843	–	–	0.08%	93
2021 Q4	$294K	Hold	2,843	–	–	0.07%	99
2021 Q3	$356K	Buy	2,843 +125	+5%	+$16.2K	0.1%	88
2021 Q2	$337K	Sell	2,718 -45	-2%	-$5.65K	0.09%	91
2021 Q1	$326K	Buy	2,763 +58	+2%	+$6.8K	0.1%	89
2020 Q4	$317K	Hold	2,705	–	–	0.1%	92
2020 Q3	$281K	Hold	2,705	–	–	0.1%	96
2020 Q2	$248K	Hold	2,705	–	–	0.09%	104
2020 Q1	$244K	Hold	2,705	–	–	0.1%	104
2019 Q4	$307K	Hold	2,705	–	–	0.11%	107
2019 Q3	$294K	Hold	2,705	–	–	0.12%	106
2019 Q2	$263K	Hold	2,705	–	–	0.11%	112
2019 Q1	$246K	Hold	2,705	–	–	0.11%	106
2018 Q4	$246K	Buy	+2,705	New	+$253K	0.14%	99

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

White Lighthouse Investment Management's MDT Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its Medtronic (MDT) stake by 16% in Q2 2026, selling an estimated $41.7K and leaving 2,692 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #149.

White Lighthouse Investment Management first reported a position in MDT in Q4 2018 and has held it in 31 quarters since. The position peaked at $356K in Q3 2021. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

White Lighthouse Investment Management held 2,692 shares of Medtronic worth $211K as of Q2 2026.
White Lighthouse Investment Management sold 517 Medtronic shares in Q2 2026, an estimated $41.7K.
Medtronic made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #149 holding.
White Lighthouse Investment Management first reported a position in Medtronic in Q4 2018 and has held it in 31 quarters since.
White Lighthouse Investment Management's Medtronic position peaked at $356K in Q3 2021.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.