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Ethos Financial Group’s Medtronic MDT Stock Holding History

Ethos Financial Group’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 		$223K Buy
+2,548
New +$206K 0.01% 550
2026
Q1 		– Sell
-2,132
Closed -$206K – 558
2025
Q4 		$206K Buy
+2,132
New +$207K 0.02% 472

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

Ethos Financial Group's MDT Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Medtronic (MDT) in Q2 2026: 2,548 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in MDT as recently as Q4 2025.

Ethos Financial Group first reported a position in MDT in Q4 2025 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Ethos Financial Group held 2,548 shares of Medtronic worth $223K as of Q2 2026.
  • Medtronic was a new Ethos Financial Group position in Q2 2026.
  • Medtronic made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #550 holding.
  • Ethos Financial Group first reported a position in Medtronic in Q4 2025 and has held it in 2 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.