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Hummer Financial Advisory Services’s Medtronic MDT Stock Holding History

Hummer Financial Advisory 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 		– Sell
-2,307
Closed -$202K – 133
2026
Q1 		$202K Buy
2,307
+50
+2% +$4.79K 0.14% 129
2025
Q4 		$218K Sell
2,257
-50
-2% -$4.86K 0.15% 113
2025
Q3 		$221K Hold
2,307
– – 0.16% 111
2025
Q2 		$203K Sell
2,307
-50
-2% -$4.24K 0.15% 114
2025
Q1 		$213K Buy
+2,357
New +$211K 0.17% 104
2024
Q4 		– Sell
-2,357
Closed -$214K – 112
2024
Q3 		$214K Buy
+2,357
New +$198K 0.17% 105
2024
Q2 		– Sell
-2,357
Closed -$207K – 105
2024
Q1 		$207K Buy
+2,357
New +$201K 0.17% 106
2023
Q3 		– Sell
-2,357
Closed -$209K – 99
2023
Q2 		$209K Buy
+2,357
New +$203K 0.2% 94
2022
Q3 		– Sell
-2,432
Closed -$220K – 92
2022
Q2 		$220K Sell
2,432
-75
-3% -$7.6K 0.25% 89
2022
Q1 		$280K Buy
2,507
+293
+13% +$31K 0.25% 84
2021
Q4 		$230K Sell
2,214
-293
-12% -$33.9K 0.19% 92
2021
Q3 		$316K Hold
2,507
– – 0.29% 74
2021
Q2 		$313K Hold
2,507
– – 0.29% 79
2021
Q1 		$298K Buy
2,507
+382
+18% +$44.8K 0.29% 78
2020
Q4 		$250K Sell
2,125
-382
-15% -$42.1K 0.26% 84
2020
Q3 		$262K Hold
2,507
– – 0.31% 76
2020
Q2 		$231K Hold
2,507
– – 0.3% 77
2020
Q1 		$227K Buy
2,507
+200
+9% +$21.3K 0.34% 73
2019
Q4 		$263K Buy
+2,307
New +$253K 0.28% 86

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hummer Financial Advisory Services's MDT Position: Q2 2026 in Review

Hummer Financial Advisory Services sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,307 shares — an estimated $202K sold.

Hummer Financial Advisory Services first reported a position in MDT in Q4 2019 and held it in 19 quarters. The position peaked at $316K in Q3 2021. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Hummer Financial Advisory Services reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Hummer Financial Advisory Services sold 2,307 Medtronic shares in Q2 2026, an estimated $202K.
  • Hummer Financial Advisory Services first reported a position in Medtronic in Q4 2019 and held it in 19 quarters.
  • Hummer Financial Advisory Services's Medtronic position peaked at $316K in Q3 2021.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.