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Goldstone Financial Group’s Medtronic MDT Stock Holding History

Goldstone 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 		$359K Sell
4,583
-452
-9% -$36.5K 0.03% 198
2026
Q1 		$436K Sell
5,035
-1,093
-18% -$105K 0.05% 176
2025
Q4 		$589K Buy
6,128
+391
+7% +$38K 0.07% 153
2025
Q3 		$546K Buy
5,737
+485
+9% +$44.6K 0.06% 156
2025
Q2 		$464K Buy
5,252
+2,057
+64% +$174K 0.06% 159
2025
Q1 		$287K Buy
+3,195
New +$286K 0.04% 172

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

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

Goldstone Financial Group reduced its Medtronic (MDT) stake by 9% in Q2 2026, selling an estimated $36.5K and leaving 4,583 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #198.

Goldstone Financial Group first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $589K in Q4 2025. 2,143 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Goldstone Financial Group held 4,583 shares of Medtronic worth $359K as of Q2 2026.
  • Goldstone Financial Group sold 452 Medtronic shares in Q2 2026, an estimated $36.5K.
  • Medtronic made up 0.03% of Goldstone Financial Group's portfolio in Q2 2026, its #198 holding.
  • Goldstone Financial Group first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • Goldstone Financial Group's Medtronic position peaked at $589K in Q4 2025.
  • 2,143 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.