Hughes Financial Services’s Medtronic MDT Stock Holding History

Hughes Financial Services’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	$22.8K	Buy	292 +27	+10%	+$2.18K	﹤0.01%	257
2026 Q1	$23K	Buy	265 +5	+2%	+$479	﹤0.01%	233
2025 Q4	$25K	Buy	260 +8	+3%	+$777	﹤0.01%	214
2025 Q3	$23.4K	Sell	252 -106	-30%	-$9.74K	﹤0.01%	216
2025 Q2	$32K	Sell	358 -2	-0.6%	-$170	0.01%	185
2025 Q1	$31.9K	Buy	+360	New	+$32.2K	0.01%	182

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

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

Hughes Financial Services's MDT Position: Q2 2026 in Review

Hughes Financial Services increased its Medtronic (MDT) stake by 10% in Q2 2026, buying an estimated $2.18K and bringing the position to 292 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Hughes Financial Services first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $32K in Q2 2025. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Hughes Financial Services held 292 shares of Medtronic worth $22.8K as of Q2 2026.
Hughes Financial Services bought 27 Medtronic shares in Q2 2026, an estimated $2.18K.
Medtronic made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #257 holding.
Hughes Financial Services first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Medtronic position peaked at $32K in Q2 2025.
606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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