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Keystone Financial Group (Georgia)’s Medtronic MDT Stock Holding History

Keystone Financial Group (Georgia)’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 		$58.5K Hold
741
– – 0.03% 81
2026
Q1 		$64.7K Hold
741
– – 0.03% 81
2025
Q4 		$71.7K Hold
741
– – 0.04% 78
2025
Q3 		$71.1K Hold
741
– – 0.04% 78
2025
Q2 		$66.4K Hold
741
– – 0.04% 82
2025
Q1 		$61K Hold
741
– – 0.04% 83
2024
Q4 		$59.7K Buy
+741
New +$64.1K 0.05% 91

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

Keystone Financial Group (Georgia)'s MDT Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its Medtronic (MDT) position steady in Q2 2026 at 741 shares worth $58.5K. The position accounts for 0.03% of the portfolio, ranked #81.

Keystone Financial Group (Georgia) first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $71.7K in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Keystone Financial Group (Georgia) held 741 shares of Medtronic worth $58.5K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.03% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #81 holding.
  • Keystone Financial Group (Georgia) first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Keystone Financial Group (Georgia)'s Medtronic position peaked at $71.7K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.