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Allegiance Financial Group Advisory Services’s Medtronic MDT Stock Holding History

Allegiance Financial Group Advisory Services’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 		– Sell
-3,048
Closed -$264K – 228
2026
Q1 		$264K Sell
3,048
-623
-17% -$59.7K 0.05% 150
2025
Q4 		$353K Sell
3,671
-63
-2% -$6.12K 0.07% 108
2025
Q3 		$358K Buy
3,734
+78
+2% +$7.17K 0.08% 90
2025
Q2 		$321K Sell
3,656
-296
-7% -$25.1K 0.09% 102
2025
Q1 		$355K Buy
+3,952
New +$354K 0.11% 77

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

Allegiance Financial Group Advisory Services's MDT Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services sold out of Medtronic (MDT) in Q2 2026, closing a stake of 3,048 shares — an estimated $264K sold.

Allegiance Financial Group Advisory Services first reported a position in MDT in Q1 2025 and held it in 5 quarters. The position peaked at $358K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 3,048 Medtronic shares in Q2 2026, an estimated $264K.
  • Allegiance Financial Group Advisory Services first reported a position in Medtronic in Q1 2025 and held it in 5 quarters.
  • Allegiance Financial Group Advisory Services's Medtronic position peaked at $358K in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.