Wright Investors Service’s Medtronic MDT Stock Holding History

Wright Investors Service’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	$548K	Sell	7,000 -43	-0.6%	-$3.47K	0.15%	117
2026 Q1	$610K	Buy	+7,043	New	+$675K	0.19%	105
2024 Q3	–	Sell	-22,172	Closed	-$1.75M	–	152
2024 Q2	$1.75M	Buy	+22,172	New	+$1.82M	0.46%	62
2016 Q4	–	Sell	-6,854	Closed	-$592K	–	240
2016 Q3	$592K	Sell	6,854 -240	-3%	-$20.9K	0.25%	127
2016 Q2	$616K	Sell	7,094 -9,705	-58%	-$785K	0.25%	126
2016 Q1	$1.26M	Buy	16,799 +5,949	+55%	+$448K	0.5%	72
2015 Q4	$835K	Buy	10,850 +3,903	+56%	+$294K	0.31%	116
2015 Q3	$465K	Buy	6,947 +966	+16%	+$71.1K	0.21%	139
2015 Q2	$443K	Sell	5,981 -2,208	-27%	-$169K	0.21%	138
2015 Q1	$639K	Sell	8,189 -399	-5%	-$30.2K	0.31%	106
2014 Q4	$620K	Buy	8,588 +1,840	+27%	+$128K	0.3%	110
2014 Q3	$418K	Buy	6,748 +935	+16%	+$59.4K	0.21%	138
2014 Q2	$371K	Sell	5,813 -70	-1%	-$4.25K	0.17%	164
2014 Q1	$362K	Sell	5,883 -151	-3%	-$8.8K	0.16%	167
2013 Q4	$346K	Buy	6,034 +1	+0%	+$57	0.15%	172
2013 Q3	$321K	Buy	6,033 +15	+0.2%	+$807	0.15%	183
2013 Q2	$310K	Buy	+6,018	New	+$297K	0.15%	173

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

Wright Investors Service's MDT Position: Q2 2026 in Review

Wright Investors Service reduced its Medtronic (MDT) stake by 0.61% in Q2 2026, selling an estimated $3.47K and leaving 7,000 shares worth $548K. The position accounts for 0.15% of the portfolio, ranked #117.

Wright Investors Service first reported a position in MDT in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.75M in Q2 2024. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Wright Investors Service held 7,000 shares of Medtronic worth $548K as of Q2 2026.
Wright Investors Service sold 43 Medtronic shares in Q2 2026, an estimated $3.47K.
Medtronic made up 0.15% of Wright Investors Service's portfolio in Q2 2026, its #117 holding.
Wright Investors Service first reported a position in Medtronic in Q2 2013 and has held it in 17 quarters since.
Wright Investors Service's Medtronic position peaked at $1.75M in Q2 2024.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.