Burkett Financial Services’s Medtronic MDT Stock Holding History

Burkett Financial 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	$45.8K	Hold	585	–	–	0.01%	106
2026 Q1	$50.7K	Buy	585 +150	+34%	+$14.4K	0.02%	96
2025 Q4	$41.8K	Hold	435	–	–	0.01%	109
2025 Q3	$41.4K	Buy	435 +150	+53%	+$13.8K	0.01%	102
2025 Q2	$24.8K	Hold	285	–	–	0.01%	119
2025 Q1	$25.6K	Buy	285 +185	+185%	+$16.6K	0.01%	123
2024 Q4	$7.99K	Hold	100	–	–	﹤0.01%	148
2024 Q3	$9K	Hold	100	–	–	﹤0.01%	140
2024 Q2	$7.87K	Hold	100	–	–	﹤0.01%	144
2024 Q1	$8.71K	Hold	100	–	–	﹤0.01%	148
2023 Q4	$8.24K	Buy	+100	New	+$7.62K	﹤0.01%	142

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Burkett Financial Services's MDT Position: Q2 2026 in Review

Burkett Financial Services held its Medtronic (MDT) position steady in Q2 2026 at 585 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #106.

Burkett Financial Services first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.7K in Q1 2026. 592 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Burkett Financial Services held 585 shares of Medtronic worth $45.8K as of Q2 2026.
Burkett Financial Services left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #106 holding.
Burkett Financial Services first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Medtronic position peaked at $50.7K in Q1 2026.
592 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.