Exchange Bank’s Medtronic MDT Stock Holding History

Exchange Bank’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	$219K	Sell	2,796 -14	-0.5%	-$1.13K	0.14%	120
2026 Q1	$243K	Sell	2,810 -38	-1%	-$3.64K	0.17%	105
2025 Q4	$274K	Buy	2,848 +14	+0.5%	+$1.36K	0.19%	103
2025 Q3	$270K	Sell	2,834 -58	-2%	-$5.33K	0.19%	103
2025 Q2	$252K	Buy	2,892 +10	+0.3%	+$848	0.2%	100
2025 Q1	$259K	Sell	2,882 -70	-2%	-$6.26K	0.21%	98
2024 Q4	$236K	Hold	2,952	–	–	0.19%	106
2024 Q3	$266K	Hold	2,952	–	–	0.22%	100
2024 Q2	$232K	Hold	2,952	–	–	0.2%	102
2024 Q1	$257K	Sell	2,952 -171	-5%	-$14.6K	0.21%	98
2023 Q4	$257K	Sell	3,123 -60	-2%	-$4.57K	0.22%	95
2023 Q3	$249K	Hold	3,183	–	–	0.24%	86
2023 Q2	$280K	Buy	+3,183	New	+$274K	0.27%	88

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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Exchange Bank's MDT Position: Q2 2026 in Review

Exchange Bank reduced its Medtronic (MDT) stake by 0.5% in Q2 2026, selling an estimated $1.13K and leaving 2,796 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #120.

Exchange Bank first reported a position in MDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $280K in Q2 2023. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Exchange Bank held 2,796 shares of Medtronic worth $219K as of Q2 2026.
Exchange Bank sold 14 Medtronic shares in Q2 2026, an estimated $1.13K.
Medtronic made up 0.14% of Exchange Bank's portfolio in Q2 2026, its #120 holding.
Exchange Bank first reported a position in Medtronic in Q2 2023 and has held it in 13 quarters since.
Exchange Bank's Medtronic position peaked at $280K in Q2 2023.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.