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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
Q2 		– Sell
-2,708
Closed -$235K – 286
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 $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

Convergence Financial's MDT Position: Q2 2026 in Review

Convergence Financial sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,708 shares — an estimated $235K sold.

Convergence Financial first reported a position in MDT in Q2 2024 and held it in 4 quarters. The position peaked at $371K in Q2 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Convergence Financial reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Convergence Financial sold 2,708 Medtronic shares in Q2 2026, an estimated $235K.
  • Convergence Financial first reported a position in Medtronic in Q2 2024 and held it in 4 quarters.
  • Convergence Financial's Medtronic position peaked at $371K in Q2 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.