IFG
MDT icon

Independent Financial Group’s Medtronic MDT Stock Holding History

Independent 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 		$1.05M Buy
13,392
+549
+4% +$44.3K 0.02% 668
2026
Q1 		$1.11M Sell
12,843
-3,187
-20% -$305K 0.03% 592
2025
Q4 		$1.54M Sell
16,030
-2,412
-13% -$234K 0.03% 467
2025
Q3 		$1.76M Sell
18,442
-5,500
-23% -$506K 0.04% 425
2025
Q2 		$2.09M Sell
23,942
-4,371
-15% -$371K 0.06% 323
2025
Q1 		$2.54M Buy
28,313
+18,283
+182% +$1.64M 0.09% 232
2024
Q4 		$801K Buy
10,030
+9
+0.1% +$779 0.03% 538
2024
Q3 		$902K Sell
10,021
-613
-6% -$51.6K 0.03% 471
2024
Q2 		$837K Buy
10,634
+227
+2% +$18.6K 0.03% 450
2024
Q1 		$907K Buy
10,407
+160
+2% +$13.7K 0.04% 404
2023
Q4 		$844K Sell
10,247
-1,842
-15% -$140K 0.05% 409
2023
Q3 		$947K Sell
12,089
-3,666
-23% -$307K 0.06% 329
2023
Q2 		$1.39M Buy
15,755
+924
+6% +$79.5K 0.1% 233
2023
Q1 		$1.2M Buy
14,831
+4,363
+42% +$356K 0.1% 245
2022
Q4 		$814K Buy
10,468
+4,284
+69% +$347K 0.07% 291
2022
Q3 		$499K Buy
6,184
+1,879
+44% +$169K 0.05% 399
2022
Q2 		$386K Buy
4,305
+125
+3% +$12.7K 0.04% 441
2022
Q1 		$464K Buy
4,180
+653
+19% +$69K 0.04% 450
2021
Q4 		$365K Sell
3,527
-3,625
-51% -$420K 0.03% 519
2021
Q3 		$896K Buy
7,152
+2,205
+45% +$285K 0.09% 238
2021
Q2 		$614K Buy
4,947
+893
+22% +$112K 0.07% 315
2021
Q1 		$479K Buy
4,054
+2,221
+121% +$260K 0.06% 341
2020
Q4 		$215K Buy
+1,833
New +$202K 0.03% 507

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

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

Independent Financial Group increased its Medtronic (MDT) stake by 4.3% in Q2 2026, buying an estimated $44.3K and bringing the position to 13,392 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #668.

Independent Financial Group first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.54M in Q1 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Independent Financial Group held 13,392 shares of Medtronic worth $1.05M as of Q2 2026.
  • Independent Financial Group bought 549 Medtronic shares in Q2 2026, an estimated $44.3K.
  • Medtronic made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #668 holding.
  • Independent Financial Group first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Medtronic position peaked at $2.54M in Q1 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.