Key Financial Inc’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.06K Sell
103
-514
-83% -$41.5K ﹤0.01% 926
2026
Q1
$53.5K Hold
617
0.01% 515
2025
Q4
$59.3K Sell
617
-70
-10% -$6.8K 0.01% 485
2025
Q3
$65.1K Sell
687
-6
-0.9% -$552 0.01% 467
2025
Q2
$60.4K Hold
693
0.01% 457
2025
Q1
$62.3K Sell
693
-1
-0.1% -$89 0.01% 440
2024
Q4
$55.4K Sell
694
-243
-26% -$21K 0.01% 465
2024
Q3
$84.4K Buy
937
+6
+0.6% +$505 0.02% 378
2024
Q2
$73.3K Hold
931
0.02% 389
2024
Q1
$81.1K Hold
931
0.02% 359
2023
Q4
$76.7K Sell
931
-61
-6% -$4.65K 0.02% 352
2023
Q3
$77.7K Hold
992
0.03% 332
2023
Q2
$87.4K Hold
992
0.03% 323
2023
Q1
$80K Sell
992
-441
-31% -$35.9K 0.03% 327
2022
Q4
$116K Hold
1,433
0.05% 230
2022
Q3
$116K Buy
1,433
+108
+8% +$9.71K 0.05% 233
2022
Q2
$121K Sell
1,325
-553
-29% -$56K 0.07% 213
2022
Q1
$208K Buy
1,878
+395
+27% +$41.7K 0.1% 156
2021
Q4
$153K Buy
1,483
+127
+9% +$14.7K 0.08% 176
2021
Q3
$170K Buy
1,356
+12
+0.9% +$1.55K 0.1% 161
2021
Q2
$176K Buy
1,344
+614
+84% +$77.1K 0.1% 165
2021
Q1
$86K Buy
730
+24
+3% +$2.81K 0.06% 209
2020
Q4
$83K Buy
+706
New +$77.7K 0.06% 198
2020
Q2
Sell
-520
Closed -$48K 407
2020
Q1
$48K Buy
+520
New +$55.3K 0.05% 220

Other funds holding MDT

Key Financial Inc's MDT Position: Q2 2026 in Review

Key Financial Inc reduced its Medtronic (MDT) stake by 83% in Q2 2026, selling an estimated $41.5K and leaving 103 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Key Financial Inc first reported a position in MDT in Q1 2020 and has held it in 24 quarters since. The position peaked at $208K in Q1 2022. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Key Financial Inc held 103 shares of Medtronic worth $8.06K as of Q2 2026.
  • Key Financial Inc sold 514 Medtronic shares in Q2 2026, an estimated $41.5K.
  • Medtronic made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #926 holding.
  • Key Financial Inc first reported a position in Medtronic in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Medtronic position peaked at $208K in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.