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Community Financial Services Group’s Medtronic MDT Stock Holding History

Community Financial Services Group’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 		$48.3K Buy
+610
New +$49.2K 0.01% 237
2025
Q1 		– Sell
-4,520
Closed -$361K – 109
2024
Q4 		$361K Sell
4,520
-3,890
-46% -$337K 0.07% 96
2024
Q3 		$757K Sell
8,410
-1,558
-16% -$131K 0.15% 82
2024
Q2 		$785K Sell
9,968
-3,855
-28% -$316K 0.17% 86
2024
Q1 		$1.2M Buy
+13,823
New +$1.18M 0.27% 79
2023
Q3 		$6.52M Buy
+83,158
New +$6.96M 1.64% 20
2021
Q4 		$8.44M Buy
81,555
+2,352
+3% +$272K 2.11% 15
2021
Q3 		$9.93M Buy
79,203
+1,570
+2% +$203K 2.7% 11
2021
Q2 		$9.64M Buy
77,633
+795
+1% +$99.8K 2.69% 13
2021
Q1 		$9.08M Buy
76,838
+308
+0.4% +$36.1K 2.69% 14
2020
Q4 		$8.96M Buy
76,530
+980
+1% +$108K 2.82% 12
2020
Q3 		$7.85M Sell
75,550
-10
-0% -$1K 2.9% 8
2020
Q2 		$6.93M Sell
75,560
-1,273
-2% -$122K 2.63% 10
2020
Q1 		$6.93M Buy
76,833
+3,012
+4% +$320K 2.36% 13
2019
Q4 		$8.38M Buy
73,821
+67,613
+1,089% +$7.42M 2.17% 16
2019
Q3 		$674K Buy
6,208
+2,898
+88% +$302K 0.2% 49
2019
Q2 		$322K Hold
3,310
– – 0.11% 56
2019
Q1 		$301K Buy
3,310
+20
+0.6% +$1.79K 0.1% 68
2018
Q4 		$299K Buy
3,290
+375
+13% +$35K 0.11% 69
2018
Q3 		$287K Buy
2,915
+40
+1% +$3.7K 0.1% 73
2018
Q2 		$246K Buy
2,875
+50
+2% +$4.18K 0.09% 79
2018
Q1 		$227K Buy
+2,825
New +$233K 0.09% 65
2015
Q4 		– Sell
-732
Closed -$49K – 157
2015
Q3 		$49K Hold
732
– – 0.02% 124
2015
Q2 		$54K Sell
732
-154
-17% -$11.8K 0.03% 125
2015
Q1 		$69K Sell
886
-84
-9% -$6.37K 0.03% 109
2014
Q4 		$70K Hold
970
– – 0.03% 116
2014
Q3 		$60K Sell
970
-255
-21% -$16.2K 0.03% 112
2014
Q2 		$78K Buy
1,225
+55
+5% +$3.34K 0.04% 100
2014
Q1 		$72K Buy
+1,170
New +$68.2K 0.04% 102
2013
Q4 		– Sell
-1,260
Closed -$67K – 135
2013
Q3 		$67K Buy
1,260
+85
+7% +$4.57K 0.04% 95
2013
Q2 		$60K Buy
+1,175
New +$58.1K 0.04% 99

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Community Financial Services Group's MDT Position: Q2 2026 in Review

Community Financial Services Group opened a new position in Medtronic (MDT) in Q2 2026: 610 shares worth $48.3K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Community Financial Services Group previously reported a position in MDT as recently as Q4 2024.

Community Financial Services Group first reported a position in MDT in Q2 2013 and has held it in 31 quarters since. The position peaked at $9.93M in Q3 2021. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Community Financial Services Group held 610 shares of Medtronic worth $48.3K as of Q2 2026.
  • Medtronic was a new Community Financial Services Group position in Q2 2026.
  • Medtronic made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #237 holding.
  • Community Financial Services Group first reported a position in Medtronic in Q2 2013 and has held it in 31 quarters since.
  • Community Financial Services Group's Medtronic position peaked at $9.93M in Q3 2021.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.