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Convergence Financial’s Medtronic MDT Stock Holding History

Convergence Financial’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
Q1 		$235K Buy
+2,708
New +$259K 0.02% 201
2025
Q1 		– Sell
-2,640
Closed -$211K – 172
2024
Q4 		$211K Sell
2,640
-243
-8% -$21K 0.04% 155
2024
Q3 		$260K Sell
2,883
-1,829
-39% -$154K 0.06% 134
2024
Q2 		$371K Buy
+4,712
New +$386K 0.1% 108

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Convergence Financial's MDT Position: Q1 2026 in Review

Convergence Financial opened a new position in Medtronic (MDT) in Q1 2026: 2,708 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings. This is a return to the name: Convergence Financial previously reported a position in MDT as recently as Q4 2024.

Convergence Financial first reported a position in MDT in Q2 2024 and has held it in 4 quarters since. The position peaked at $371K in Q2 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Convergence Financial held 2,708 shares of Medtronic worth $235K as of Q1 2026.
  • Medtronic was a new Convergence Financial position in Q1 2026.
  • Medtronic made up 0.02% of Convergence Financial's portfolio in Q1 2026, its #201 holding.
  • Convergence Financial first reported a position in Medtronic in Q2 2024 and has held it in 4 quarters since.
  • Convergence Financial's Medtronic position peaked at $371K in Q2 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.