XF
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XML Financial’s Medtronic MDT Stock Holding History

XML Financial’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 		$1.16M Sell
14,806
-1,250
-8% -$101K 0.08% 174
2026
Q1 		$1.39M Sell
16,056
-2,106
-12% -$202K 0.11% 159
2025
Q4 		$1.74M Sell
18,162
-1,199
-6% -$116K 0.14% 136
2025
Q3 		$1.84M Buy
19,361
+4,280
+28% +$393K 0.15% 132
2025
Q2 		$1.31M Buy
15,081
+2,146
+17% +$182K 0.11% 153
2025
Q1 		$1.16M Sell
12,935
-555
-4% -$49.7K 0.11% 158
2024
Q4 		$1.08M Buy
13,490
+954
+8% +$82.6K 0.1% 166
2024
Q3 		$1.13M Buy
12,536
+1,351
+12% +$114K 0.1% 162
2024
Q2 		$880K Buy
11,185
+460
+4% +$37.7K 0.09% 175
2024
Q1 		$935K Sell
10,725
-303
-3% -$25.9K 0.1% 171
2023
Q4 		$908K Sell
11,028
-5,712
-34% -$435K 0.1% 166
2023
Q3 		$1.31M Sell
16,740
-577
-3% -$48.3K 0.16% 130
2023
Q2 		$1.53M Buy
17,317
+1,850
+12% +$159K 0.18% 127
2023
Q1 		$1.25M Buy
15,467
+1,735
+13% +$141K 0.15% 134
2022
Q4 		$1.07M Buy
13,732
+1,473
+12% +$119K 0.13% 143
2022
Q3 		$990K Buy
12,259
+8,087
+194% +$727K 0.14% 138
2022
Q2 		$374K Sell
4,172
-7,089
-63% -$718K 0.08% 159
2022
Q1 		$1.25M Buy
11,261
+1,241
+12% +$131K 0.15% 141
2021
Q4 		$1.04M Buy
10,020
+372
+4% +$43.1K 0.12% 153
2021
Q3 		$1.21M Buy
9,648
+7,540
+358% +$976K 0.16% 133
2021
Q2 		$262K Sell
2,108
-15
-0.7% -$1.88K 0.06% 184
2021
Q1 		$251K Buy
2,123
+1
+0% +$117 0.06% 181
2020
Q4 		$249K Buy
2,122
+192
+10% +$21.1K 0.06% 173
2020
Q3 		$201K Buy
+1,930
New +$194K 0.06% 180

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 $3.37T AUM 44.26% 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

XML Financial's MDT Position: Q2 2026 in Review

XML Financial reduced its Medtronic (MDT) stake by 7.8% in Q2 2026, selling an estimated $101K and leaving 14,806 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #174.

XML Financial first reported a position in MDT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.84M in Q3 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • XML Financial held 14,806 shares of Medtronic worth $1.16M as of Q2 2026.
  • XML Financial sold 1,250 Medtronic shares in Q2 2026, an estimated $101K.
  • Medtronic made up 0.08% of XML Financial's portfolio in Q2 2026, its #174 holding.
  • XML Financial first reported a position in Medtronic in Q3 2020 and has held it in 24 quarters since.
  • XML Financial's Medtronic position peaked at $1.84M in Q3 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.