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Comprehensive Financial Consultants Institutional’s Medtronic MDT Stock Holding History

Comprehensive Financial Consultants Institutional’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
-23,215
Closed -$2.01M – 211
2026
Q1 		$2.01M Sell
23,215
-25,070
-52% -$2.4M 0.6% 62
2025
Q4 		$4.64M Sell
48,285
-12
-0% -$1.17K 1.4% 16
2025
Q3 		$4.6M Sell
48,297
-484
-1% -$44.5K 1.43% 18
2025
Q2 		$4.25M Buy
48,781
+2,091
+4% +$177K 1.4% 18
2025
Q1 		$4.2M Buy
46,690
+725
+2% +$64.9K 1.49% 16
2024
Q4 		$3.67M Buy
45,965
+2,320
+5% +$201K 1.34% 22
2024
Q3 		$3.93M Buy
43,645
+1,588
+4% +$134K 1.43% 21
2024
Q2 		$3.31M Buy
42,057
+5,685
+16% +$466K 1.3% 26
2024
Q1 		$3.17M Buy
36,372
+1,959
+6% +$167K 1.32% 25
2023
Q4 		$2.83M Buy
34,413
+2,650
+8% +$202K 1.32% 22
2023
Q3 		$2.49M Buy
31,763
+4,270
+16% +$357K 1.31% 23
2023
Q2 		$2.38M Buy
27,493
+2,233
+9% +$192K 1.26% 25
2023
Q1 		$2.04M Buy
25,260
+2,936
+13% +$239K 1.15% 28
2022
Q4 		$1.78M Buy
22,324
+1,600
+8% +$130K 1.08% 28
2022
Q3 		$1.72M Buy
20,724
+2,353
+13% +$211K 1.13% 28
2022
Q2 		$1.63M Buy
18,371
+187
+1% +$18.9K 1.16% 27
2022
Q1 		$1.88M Buy
+18,184
New +$1.92M 1.31% 20

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

Comprehensive Financial Consultants Institutional's MDT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional sold out of Medtronic (MDT) in Q2 2026, closing a stake of 23,215 shares — an estimated $2.01M sold.

Comprehensive Financial Consultants Institutional first reported a position in MDT in Q1 2022 and held it in 17 quarters. The position peaked at $4.64M in Q4 2025. 420 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Comprehensive Financial Consultants Institutional reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 23,215 Medtronic shares in Q2 2026, an estimated $2.01M.
  • Comprehensive Financial Consultants Institutional first reported a position in Medtronic in Q1 2022 and held it in 17 quarters.
  • Comprehensive Financial Consultants Institutional's Medtronic position peaked at $4.64M in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.