WC
MDT icon

Whitney & Co’s Medtronic MDT Stock Holding History

Whitney & Co’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 		$3.75M Buy
47,995
+1,734
+4% +$140K 0.27% 64
2026
Q1 		$4.01M Buy
46,261
+2,523
+6% +$242K 0.33% 60
2025
Q4 		$4.2M Buy
43,738
+10,826
+33% +$1.05M 0.33% 62
2025
Q3 		$3.13M Sell
32,912
-69,230
-68% -$6.36M 0.28% 63
2025
Q2 		$8.9M Buy
102,142
+413
+0.4% +$35K 0.88% 40
2025
Q1 		$9.14M Buy
101,729
+2,335
+2% +$209K 0.97% 36
2024
Q4 		$7.94M Buy
99,394
+1,000
+1% +$86.6K 0.83% 40
2024
Q3 		$8.86M Buy
98,394
+1,503
+2% +$126K 0.95% 39
2024
Q2 		$7.63M Buy
96,891
+626
+0.7% +$51.3K 0.88% 37
2024
Q1 		$8.39M Buy
96,265
+2,574
+3% +$220K 1% 34
2023
Q4 		$7.72M Buy
93,691
+45,064
+93% +$3.43M 1% 37
2023
Q3 		$3.81M Buy
48,627
+776
+2% +$65K 0.57% 47
2023
Q2 		$4.22M Buy
+47,851
New +$4.12M 0.61% 47
2018
Q4 		– Sell
-439
Closed -$42K – 306
2018
Q3 		$42K Buy
439
+382
+670% +$35.3K 0.01% 191
2018
Q2 		$5K Sell
57
-130
-70% -$10.9K ﹤0.01% 269
2018
Q1 		$15K Buy
+187
New +$15.4K ﹤0.01% 221

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Whitney & Co's MDT Position: Q2 2026 in Review

Whitney & Co increased its Medtronic (MDT) stake by 3.7% in Q2 2026, buying an estimated $140K and bringing the position to 47,995 shares worth $3.75M. The position accounts for 0.27% of the portfolio, ranked #64.

Whitney & Co first reported a position in MDT in Q1 2018 and has held it in 16 quarters since. The position peaked at $9.14M in Q1 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Whitney & Co held 47,995 shares of Medtronic worth $3.75M as of Q2 2026.
  • Whitney & Co bought 1,734 Medtronic shares in Q2 2026, an estimated $140K.
  • Medtronic made up 0.27% of Whitney & Co's portfolio in Q2 2026, its #64 holding.
  • Whitney & Co first reported a position in Medtronic in Q1 2018 and has held it in 16 quarters since.
  • Whitney & Co's Medtronic position peaked at $9.14M in Q1 2025.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.