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Butensky & Cohen Financial Security’s Medtronic MDT Stock Holding History

Butensky & Cohen Financial Security’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 		$4.5M Sell
57,496
-818
-1% -$66K 1.11% 47
2026
Q1 		$5.05M Buy
58,314
+1,316
+2% +$126K 1.33% 37
2025
Q4 		$5.48M Buy
56,998
+1,335
+2% +$130K 1.48% 25
2025
Q3 		$5.3M Buy
55,663
+455
+0.8% +$41.8K 1.48% 31
2025
Q2 		$4.81M Buy
55,208
+2,091
+4% +$177K 1.43% 32
2025
Q1 		$4.77M Buy
53,117
+638
+1% +$57.1K 1.46% 27
2024
Q4 		$4.19M Buy
52,479
+2,750
+6% +$238K 1.32% 34
2024
Q3 		$4.48M Buy
49,729
+2,023
+4% +$170K 1.33% 41
2024
Q2 		$3.75M Sell
47,706
-267
-0.6% -$21.9K 1.19% 48
2024
Q1 		$4.18M Buy
47,973
+1,267
+3% +$108K 1.3% 49
2023
Q4 		$3.85M Buy
46,706
+311
+0.7% +$23.7K 1.28% 46
2023
Q3 		$3.64M Buy
46,395
+3,186
+7% +$267K 1.32% 43
2023
Q2 		$3.81M Sell
43,209
-695
-2% -$59.8K 1.37% 40
2023
Q1 		$3.54M Buy
43,904
+1,725
+4% +$141K 1.28% 45
2022
Q4 		$3.28M Buy
42,179
+5,998
+17% +$486K 1.21% 48
2022
Q3 		$2.92M Buy
36,181
+4,573
+14% +$411K 1.21% 45
2022
Q2 		$2.84M Buy
31,608
+719
+2% +$72.9K 1.16% 48
2022
Q1 		$3.43M Buy
30,889
+1,715
+6% +$181K 1.2% 44
2021
Q4 		$3.02M Buy
29,174
+1,050
+4% +$122K 1.08% 55
2021
Q3 		$3.52M Sell
28,124
-132
-0.5% -$17.1K 1.4% 32
2021
Q2 		$3.51M Sell
28,256
-92
-0.3% -$11.6K 1.39% 36
2021
Q1 		$3.35M Buy
28,348
+600
+2% +$70.3K 1.38% 38
2020
Q4 		$3.25M Buy
27,748
+1,226
+5% +$135K 1.47% 29
2020
Q3 		$2.76M Buy
26,522
+904
+4% +$90.8K 1.46% 32
2020
Q2 		$2.35M Buy
25,618
+1,250
+5% +$120K 1.34% 39
2020
Q1 		$2.2M Sell
24,368
-9
-0% -$957 1.66% 23
2019
Q4 		$2.77M Sell
24,377
-341
-1% -$37.4K 1.58% 20
2019
Q3 		$2.69M Sell
24,718
-17
-0.1% -$1.77K 1.62% 18
2019
Q2 		$2.41M Buy
24,735
+1,320
+6% +$121K 1.61% 21
2019
Q1 		$2.13M Buy
23,415
+2,370
+11% +$212K 1.55% 26
2018
Q4 		$1.91M Buy
21,045
+40
+0.2% +$3.74K 1.7% 17
2018
Q3 		$2.07M Sell
21,005
-244
-1% -$22.6K 1.66% 22
2018
Q2 		$1.82M Buy
21,249
+705
+3% +$58.9K 1.54% 30
2018
Q1 		$1.65M Buy
20,544
+390
+2% +$32.2K 1.45% 38
2017
Q4 		$1.63M Buy
20,154
+1,070
+6% +$85.7K 1.35% 42
2017
Q3 		$1.48M Buy
19,084
+410
+2% +$34K 1.32% 42
2017
Q2 		$1.66M Sell
18,674
-365
-2% -$30.8K 1.49% 34
2017
Q1 		$1.53M Buy
19,039
+595
+3% +$46.5K 1.4% 39
2016
Q4 		$1.31M Buy
18,444
+1,240
+7% +$97.4K 1.21% 46
2016
Q3 		$1.49M Sell
17,204
-975
-5% -$85K 1.43% 39
2016
Q2 		$1.58M Sell
18,179
-2,260
-11% -$183K 1.54% 27
2016
Q1 		$1.53M Sell
20,439
-1,010
-5% -$76.1K 1.47% 31
2015
Q4 		$1.65M Sell
21,449
-910
-4% -$68.5K 1.63% 20
2015
Q3 		$1.5M Sell
22,359
-95
-0.4% -$7K 1.6% 23
2015
Q2 		$1.66M Sell
22,454
-558
-2% -$42.6K 1.68% 21
2015
Q1 		$1.79M Buy
+23,012
New +$1.74M 1.78% 18

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
GI
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Butensky & Cohen Financial Security's MDT Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its Medtronic (MDT) stake by 1.4% in Q2 2026, selling an estimated $66K and leaving 57,496 shares worth $4.5M. The position accounts for 1.11% of the portfolio, ranked #47.

Butensky & Cohen Financial Security first reported a position in MDT in Q1 2015 and has held it in 46 quarters since. The position peaked at $5.48M in Q4 2025. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Butensky & Cohen Financial Security held 57,496 shares of Medtronic worth $4.5M as of Q2 2026.
  • Butensky & Cohen Financial Security sold 818 Medtronic shares in Q2 2026, an estimated $66K.
  • Medtronic made up 1.11% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #47 holding.
  • Butensky & Cohen Financial Security first reported a position in Medtronic in Q1 2015 and has held it in 46 quarters since.
  • Butensky & Cohen Financial Security's Medtronic position peaked at $5.48M in Q4 2025.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.