JF
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Joule Financial’s Medtronic MDT Stock Holding History

Joule Financial’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
-8,175
Closed -$708K – 117
2026
Q1 		$708K Buy
8,175
+3
+0% +$287 0.21% 51
2025
Q4 		$785K Buy
+8,172
New +$794K 0.24% 44

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
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
Wealth Enhancement Advisory Services
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Joule Financial's MDT Position: Q2 2026 in Review

Joule Financial sold out of Medtronic (MDT) in Q2 2026, closing a stake of 8,175 shares — an estimated $708K sold.

Joule Financial first reported a position in MDT in Q4 2025 and held it in 2 quarters. The position peaked at $785K in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Joule Financial reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Joule Financial sold 8,175 Medtronic shares in Q2 2026, an estimated $708K.
  • Joule Financial first reported a position in Medtronic in Q4 2025 and held it in 2 quarters.
  • Joule Financial's Medtronic position peaked at $785K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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