Econ Financial Services’s Medtronic MDT Stock Holding History

Econ Financial Services’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	-57,270	Closed	-$4.96M	–	83
2026 Q1	$4.96M	Buy	57,270 +19,204	+50%	+$1.84M	2.3%	11
2025 Q4	$3.66M	Buy	38,066 +4,860	+15%	+$472K	1.83%	18
2025 Q3	$3.16M	Buy	33,206 +8,432	+34%	+$775K	1.58%	20
2025 Q2	$2.16M	Buy	+24,774	New	+$2.1M	1.11%	27
2024 Q1	–	Sell	-24,779	Closed	-$2.04M	–	93
2023 Q4	$2.04M	Buy	24,779 +805	+3%	+$61.4K	1.44%	24
2023 Q3	$1.88M	Sell	23,974 -8,002	-25%	-$670K	1.37%	24
2023 Q2	$2.82M	Buy	31,976 +299	+0.9%	+$25.7K	1.99%	10
2023 Q1	$2.55M	Buy	+31,677	New	+$2.58M	1.93%	14

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Econ Financial Services's MDT Position: Q2 2026 in Review

Econ Financial Services sold out of Medtronic (MDT) in Q2 2026, closing a stake of 57,270 shares — an estimated $4.96M sold.

Econ Financial Services first reported a position in MDT in Q1 2023 and held it in 8 quarters. The position peaked at $4.96M in Q1 2026. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Econ Financial Services reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Econ Financial Services sold 57,270 Medtronic shares in Q2 2026, an estimated $4.96M.
Econ Financial Services first reported a position in Medtronic in Q1 2023 and held it in 8 quarters.
Econ Financial Services's Medtronic position peaked at $4.96M in Q1 2026.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.