Financial Advisory Partners’s Medtronic MDT Stock Holding History

Financial Advisory Partners’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	$2.83M	Sell	36,159 -200	-0.6%	-$16.1K	0.74%	45
2026 Q1	$3.15M	Sell	36,359 -674	-2%	-$64.6K	0.89%	41
2025 Q4	$3.56M	Buy	37,033 +72	+0.2%	+$6.99K	1%	35
2025 Q3	$3.52M	Sell	36,961 -336	-0.9%	-$30.9K	1.03%	39
2025 Q2	$3.25M	Sell	37,297 -414	-1%	-$35.1K	1.02%	40
2025 Q1	$3.39M	Sell	37,711 -204	-0.5%	-$18.3K	1.13%	35
2024 Q4	$3.03M	Sell	37,915 -448	-1%	-$38.8K	1.01%	39
2024 Q3	$3.45M	Sell	38,363 -827	-2%	-$69.6K	1.15%	39
2024 Q2	$3.08M	Sell	39,190 -967	-2%	-$79.3K	1.15%	40
2024 Q1	$3.5M	Sell	40,157 -5,961	-13%	-$509K	1.35%	33
2023 Q4	$3.8M	Buy	46,118 +8,202	+22%	+$625K	1.38%	36
2023 Q3	$2.97M	Buy	37,916 +481	+1%	+$40.3K	1.2%	41
2023 Q2	$3.3M	Buy	37,435 +2,031	+6%	+$175K	1.27%	43
2023 Q1	$2.85M	Sell	35,404 -76	-0.2%	-$6.19K	1.13%	45
2022 Q4	$2.76M	Sell	35,480 -335	-0.9%	-$27.2K	1.14%	45
2022 Q3	$2.89M	Buy	35,815 +545	+2%	+$49K	1.26%	43
2022 Q2	$3.17M	Buy	35,270 +2,493	+8%	+$253K	1.31%	42
2022 Q1	$3.64M	Buy	32,777 +1,666	+5%	+$176K	1.34%	37
2021 Q4	$3.22M	Buy	+31,111	New	+$3.6M	1.17%	45

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 $3.37T AUM 44.26% 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

Financial Advisory Partners's MDT Position: Q2 2026 in Review

Financial Advisory Partners reduced its Medtronic (MDT) stake by 0.55% in Q2 2026, selling an estimated $16.1K and leaving 36,159 shares worth $2.83M. The position accounts for 0.74% of the portfolio, ranked #45.

Financial Advisory Partners first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.8M in Q4 2023. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Financial Advisory Partners held 36,159 shares of Medtronic worth $2.83M as of Q2 2026.
Financial Advisory Partners sold 200 Medtronic shares in Q2 2026, an estimated $16.1K.
Medtronic made up 0.74% of Financial Advisory Partners's portfolio in Q2 2026, its #45 holding.
Financial Advisory Partners first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's Medtronic position peaked at $3.8M in Q4 2023.
2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.