Empire Financial Management Company’s Medtronic MDT Stock Holding History

Empire Financial Management Company’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	$1.6M	Sell	20,409 -13,625	-40%	-$1.1M	0.63%	51
2026 Q1	$2.95M	Buy	34,034 +1,216	+4%	+$116K	0.67%	51
2025 Q4	$3.15M	Buy	32,818 +168	+0.5%	+$16.3K	0.69%	52
2025 Q3	$3.11M	Buy	32,650 +607	+2%	+$55.8K	0.71%	47
2025 Q2	$2.79M	Buy	32,043 +3,603	+13%	+$306K	0.81%	36
2025 Q1	$2.56M	Buy	28,440 +528	+2%	+$47.2K	0.79%	37
2024 Q4	$2.23M	Buy	27,912 +931	+3%	+$80.6K	0.7%	43
2024 Q3	$2.43M	Buy	26,981 +493	+2%	+$41.5K	0.75%	42
2024 Q2	$2.08M	Sell	26,488 -151	-0.6%	-$12.4K	0.69%	44
2024 Q1	$2.32M	Buy	26,639 +167	+0.6%	+$14.3K	0.77%	39
2023 Q4	$2.18M	Buy	26,472 +245	+0.9%	+$18.7K	0.85%	33
2023 Q3	$2.06M	Sell	26,227 -301	-1%	-$25.2K	0.9%	31
2023 Q2	$2.34M	Buy	26,528 +1,811	+7%	+$156K	0.93%	34
2023 Q1	$1.99M	Buy	+24,717	New	+$2.01M	0.81%	38

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Empire Financial Management Company's MDT Position: Q2 2026 in Review

Empire Financial Management Company reduced its Medtronic (MDT) stake by 40% in Q2 2026, selling an estimated $1.1M and leaving 20,409 shares worth $1.6M. The position accounts for 0.63% of the portfolio, ranked #51.

Empire Financial Management Company first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.15M in Q4 2025. 2,148 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Empire Financial Management Company held 20,409 shares of Medtronic worth $1.6M as of Q2 2026.
Empire Financial Management Company sold 13,625 Medtronic shares in Q2 2026, an estimated $1.1M.
Medtronic made up 0.63% of Empire Financial Management Company's portfolio in Q2 2026, its #51 holding.
Empire Financial Management Company first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
Empire Financial Management Company's Medtronic position peaked at $3.15M in Q4 2025.
2,148 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.