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Ares Financial Consulting’s Medtronic MDT Stock Holding History

Ares Financial Consulting’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 		$64.5K Buy
825
+45
+6% +$3.63K 0.05% 188
2026
Q1 		$67.1K Hold
780
– – 0.05% 172
2025
Q4 		$74.9K Buy
+780
New +$75.8K 0.07% 126

Other funds holding MDT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ares Financial Consulting's MDT Position: Q2 2026 in Review

Ares Financial Consulting increased its Medtronic (MDT) stake by 5.8% in Q2 2026, buying an estimated $3.63K and bringing the position to 825 shares worth $64.5K. The position accounts for 0.05% of the portfolio, ranked #188.

Ares Financial Consulting first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $74.9K in Q4 2025. 1,162 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Ares Financial Consulting held 825 shares of Medtronic worth $64.5K as of Q2 2026.
  • Ares Financial Consulting bought 45 Medtronic shares in Q2 2026, an estimated $3.63K.
  • Medtronic made up 0.05% of Ares Financial Consulting's portfolio in Q2 2026, its #188 holding.
  • Ares Financial Consulting first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Medtronic position peaked at $74.9K in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.