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Catalyst Financial Partners’s Medtronic MDT Stock Holding History

Catalyst Financial Partners’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 		$525K Sell
6,711
-1,640
-20% -$132K 0.05% 219
2026
Q1 		$724K Buy
8,351
+2,709
+48% +$260K 0.09% 146
2025
Q4 		$542K Buy
5,642
+15
+0.3% +$1.46K 0.06% 159
2025
Q3 		$536K Buy
5,627
+79
+1% +$7.26K 0.06% 156
2025
Q2 		$484K Buy
5,548
+506
+10% +$42.9K 0.05% 167
2025
Q1 		$453K Buy
5,042
+378
+8% +$33.8K 0.08% 161
2024
Q4 		$373K Buy
4,664
+491
+12% +$42.5K 0.07% 173
2024
Q3 		$376K Sell
4,173
-175
-4% -$14.7K 0.07% 168
2024
Q2 		$342K Buy
4,348
+279
+7% +$22.9K 0.08% 168
2024
Q1 		$322K Buy
4,069
+1,053
+35% +$89.9K 0.08% 160
2023
Q4 		$248K Sell
3,016
-1,769
-37% -$135K 0.07% 189
2023
Q3 		$375K Buy
4,785
+12
+0.3% +$1K 0.12% 123
2023
Q2 		$421K Buy
4,773
+735
+18% +$63.3K 0.15% 100
2023
Q1 		$326K Buy
4,038
+619
+18% +$50.5K 0.14% 113
2022
Q4 		$266K Buy
+3,419
New +$277K 0.14% 123

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

Catalyst Financial Partners's MDT Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Medtronic (MDT) stake by 20% in Q2 2026, selling an estimated $132K and leaving 6,711 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #219.

Catalyst Financial Partners first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $724K in Q1 2026. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Catalyst Financial Partners held 6,711 shares of Medtronic worth $525K as of Q2 2026.
  • Catalyst Financial Partners sold 1,640 Medtronic shares in Q2 2026, an estimated $132K.
  • Medtronic made up 0.05% of Catalyst Financial Partners's portfolio in Q2 2026, its #219 holding.
  • Catalyst Financial Partners first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Medtronic position peaked at $724K in Q1 2026.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.