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Colton Groome Financial Advisors’s Medtronic MDT Stock Holding History

Colton Groome Financial Advisors’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
-18,005
Closed -$1.56M – 168
2026
Q1 		$1.56M Buy
18,005
+1,045
+6% +$100K 0.44% 44
2025
Q4 		$1.63M Buy
16,960
+724
+4% +$70.3K 0.47% 42
2025
Q3 		$1.55M Buy
16,236
+590
+4% +$54.2K 0.47% 41
2025
Q2 		$1.36M Buy
15,646
+2,049
+15% +$174K 0.46% 43
2025
Q1 		$1.15M Sell
13,597
-810
-6% -$72.5K 0.45% 40
2024
Q4 		$1.15M Sell
14,407
-1,925
-12% -$167K 0.44% 41
2024
Q3 		$1.47M Sell
16,332
-427
-3% -$35.9K 0.55% 40
2024
Q2 		$1.32M Buy
16,759
+675
+4% +$55.3K 0.52% 38
2024
Q1 		$1.4M Sell
16,084
-118
-0.7% -$10.1K 0.56% 38
2023
Q4 		$1.33M Buy
16,202
+3,546
+28% +$270K 0.58% 37
2023
Q3 		$992K Buy
12,656
+2,786
+28% +$233K 0.5% 44
2023
Q2 		$870K Buy
9,870
+3,073
+45% +$265K 0.41% 55
2023
Q1 		$548K Buy
6,797
+2,017
+42% +$164K 0.26% 74
2022
Q4 		$372K Buy
+4,780
New +$387K 0.18% 90
2022
Q1 		– Sell
-5,431
Closed -$562K – 124
2021
Q4 		$562K Buy
5,431
+91
+2% +$10.5K 0.23% 69
2021
Q3 		$669K Hold
5,340
– – 0.29% 55
2021
Q2 		$663K Buy
+5,340
New +$670K 0.3% 54

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

Colton Groome Financial Advisors's MDT Position: Q2 2026 in Review

Colton Groome Financial Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 18,005 shares — an estimated $1.56M sold.

Colton Groome Financial Advisors first reported a position in MDT in Q2 2021 and held it in 17 quarters. The position peaked at $1.63M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Colton Groome Financial Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 18,005 Medtronic shares in Q2 2026, an estimated $1.56M.
  • Colton Groome Financial Advisors first reported a position in Medtronic in Q2 2021 and held it in 17 quarters.
  • Colton Groome Financial Advisors's Medtronic position peaked at $1.63M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.