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World Investment Advisors’s Medtronic MDT Stock Holding History

World Investment Advisors’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 		$12.3M Sell
142,681
-1,960
-1% -$158K 0.2% 113
2026
Q1 		$12.5M Sell
144,641
-22,762
-14% -$2.18M 0.2% 111
2025
Q4 		$16.1M Buy
167,403
+8,961
+6% +$870K 0.26% 75
2025
Q3 		$15.1M Buy
158,442
+2,335
+1% +$215K 0.31% 61
2025
Q2 		$13.6M Buy
156,107
+2,868
+2% +$243K 0.31% 67
2025
Q1 		$13.8M Buy
153,239
+12,234
+9% +$1.09M 0.36% 55
2024
Q4 		$11.3M Buy
141,005
+14,691
+12% +$1.27M 0.31% 66
2024
Q3 		$11.4M Buy
126,314
+85,947
+213% +$7.23M 0.36% 61
2024
Q2 		$3.18M Buy
+40,367
New +$3.31M 0.2% 106
2024
Q1 		– Sell
-4,040
Closed -$334K – 443
2023
Q4 		$334K Buy
4,040
+1,200
+42% +$91.5K 0.04% 285
2023
Q3 		$225K Buy
2,840
+343
+14% +$28.7K 0.04% 239
2023
Q2 		$222K Buy
+2,497
New +$215K 0.04% 233

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 $3.38T AUM 44.17% 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

World Investment Advisors's MDT Position: Q2 2026 in Review

World Investment Advisors reduced its Medtronic (MDT) stake by 1.4% in Q2 2026, selling an estimated $158K and leaving 142,681 shares worth $12.3M. The position accounts for 0.2% of the portfolio, ranked #113.

World Investment Advisors first reported a position in MDT in Q2 2023 and has held it in 12 quarters since. The position peaked at $16.1M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • World Investment Advisors held 142,681 shares of Medtronic worth $12.3M as of Q2 2026.
  • World Investment Advisors sold 1,960 Medtronic shares in Q2 2026, an estimated $158K.
  • Medtronic made up 0.2% of World Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • World Investment Advisors first reported a position in Medtronic in Q2 2023 and has held it in 12 quarters since.
  • World Investment Advisors's Medtronic position peaked at $16.1M in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.