Delta Financial Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Buy
13,415
+4,190
+45% +$338K 0.25% 92
2026
Q1
$799K Buy
9,225
+6,260
+211% +$600K 0.21% 102
2025
Q4
$285K Buy
+2,965
New +$288K 0.07% 134

Other funds holding MDT

Delta Financial Advisors's MDT Position: Q2 2026 in Review

Delta Financial Advisors increased its Medtronic (MDT) stake by 45% in Q2 2026, buying an estimated $338K and bringing the position to 13,415 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #92.

Delta Financial Advisors first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. 2,141 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Delta Financial Advisors held 13,415 shares of Medtronic worth $1.05M as of Q2 2026.
  • Delta Financial Advisors bought 4,190 Medtronic shares in Q2 2026, an estimated $338K.
  • Medtronic made up 0.25% of Delta Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Delta Financial Advisors first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • 2,141 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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