EFG
MDT icon

Everhart Financial Group’s Medtronic MDT Stock Holding History

Everhart 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 		$410K Sell
5,246
-774
-13% -$62.4K 0.03% 304
2026
Q1 		$522K Buy
6,020
+655
+12% +$62.7K 0.04% 265
2025
Q4 		$515K Buy
5,365
+565
+12% +$54.9K 0.05% 256
2025
Q3 		$457K Buy
4,800
+1,415
+42% +$130K 0.05% 264
2025
Q2 		$295K Buy
3,385
+418
+14% +$35.4K 0.03% 289
2025
Q1 		$267K Buy
+2,967
New +$265K 0.04% 288

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Everhart Financial Group reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $62.4K and leaving 5,246 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #304.

Everhart Financial Group first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $522K in Q1 2026. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Everhart Financial Group held 5,246 shares of Medtronic worth $410K as of Q2 2026.
  • Everhart Financial Group sold 774 Medtronic shares in Q2 2026, an estimated $62.4K.
  • Medtronic made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #304 holding.
  • Everhart Financial Group first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • Everhart Financial Group's Medtronic position peaked at $522K in Q1 2026.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.