Yousif Capital Management’s Medtronic MDT Stock Holding History

Yousif Capital 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	$19.7M	Sell	251,659 -8,891	-3%	-$717K	0.22%	69
2026 Q1	$22.6M	Sell	260,550 -12,797	-5%	-$1.23M	0.27%	57
2025 Q4	$27M	Sell	273,347 -1,773	-0.6%	-$172K	0.3%	50
2025 Q3	$26.2M	Sell	275,120 -10,883	-4%	-$1M	0.28%	45
2025 Q2	$24.9M	Sell	286,003 -6,892	-2%	-$584K	0.27%	52
2025 Q1	$26.3M	Buy	292,895 +7,141	+2%	+$639K	0.31%	45
2024 Q4	$22.8M	Sell	285,754 -17,614	-6%	-$1.52M	0.25%	60
2024 Q3	$27.3M	Sell	303,368 -5,623	-2%	-$473K	0.3%	49
2024 Q2	$24.3M	Buy	308,991 +9,294	+3%	+$762K	0.28%	55
2024 Q1	$26.1M	Buy	299,697 +2,447	+0.8%	+$209K	0.29%	50
2023 Q4	$24.5M	Sell	297,250 -15,838	-5%	-$1.21M	0.29%	48
2023 Q3	$24.5M	Sell	313,088 -3,231	-1%	-$270K	0.31%	44
2023 Q2	$27.9M	Sell	316,319 -4,736	-1%	-$408K	0.34%	44
2023 Q1	$25.9M	Buy	321,055 +22,832	+8%	+$1.86M	0.34%	43
2022 Q4	$23.2M	Buy	298,223 +15,599	+6%	+$1.26M	0.3%	54
2022 Q3	$22.8M	Buy	282,624 +5,013	+2%	+$451K	0.32%	44
2022 Q2	$24.9M	Sell	277,611 -2,933	-1%	-$297K	0.33%	45
2022 Q1	$31.1M	Buy	280,544 +20,682	+8%	+$2.19M	0.34%	41
2021 Q4	$26.9M	Buy	+259,862	New	+$30.1M	0.28%	54

Other funds holding MDT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Yousif Capital Management's MDT Position: Q2 2026 in Review

Yousif Capital Management reduced its Medtronic (MDT) stake by 3.4% in Q2 2026, selling an estimated $717K and leaving 251,659 shares worth $19.7M. The position accounts for 0.22% of the portfolio, ranked #69.

Yousif Capital Management first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.1M in Q1 2022. 509 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Yousif Capital Management held 251,659 shares of Medtronic worth $19.7M as of Q2 2026.
Yousif Capital Management sold 8,891 Medtronic shares in Q2 2026, an estimated $717K.
Medtronic made up 0.22% of Yousif Capital Management's portfolio in Q2 2026, its #69 holding.
Yousif Capital Management first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Medtronic position peaked at $31.1M in Q1 2022.
509 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.