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Lantz Financial’s Medtronic MDT Stock Holding History

Lantz 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 		$568K Buy
7,267
+3,217
+79% +$260K 0.1% 165
2026
Q1 		$351K Buy
4,050
+1,874
+86% +$180K 0.07% 196
2025
Q4 		$209K Buy
+2,176
New +$211K 0.04% 243
2025
Q2 		– Sell
-2,328
Closed -$209K – 240
2025
Q1 		$209K Buy
+2,328
New +$208K 0.06% 208
2024
Q1 		– Sell
-3,434
Closed -$283K – 210
2023
Q4 		$283K Buy
3,434
+55
+2% +$4.19K 0.1% 164
2023
Q3 		$265K Buy
3,379
+335
+11% +$28K 0.11% 155
2023
Q2 		$268K Buy
3,044
+88
+3% +$7.58K 0.11% 159
2023
Q1 		$238K Sell
2,956
-50
-2% -$4.08K 0.1% 164
2022
Q4 		$234K Buy
+3,006
New +$244K 0.11% 159

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lantz Financial's MDT Position: Q2 2026 in Review

Lantz Financial increased its Medtronic (MDT) stake by 79% in Q2 2026, buying an estimated $260K and bringing the position to 7,267 shares worth $568K. The position accounts for 0.1% of the portfolio, ranked #165.

Lantz Financial first reported a position in MDT in Q4 2022 and has held it in 9 quarters since. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lantz Financial held 7,267 shares of Medtronic worth $568K as of Q2 2026.
  • Lantz Financial bought 3,217 Medtronic shares in Q2 2026, an estimated $260K.
  • Medtronic made up 0.1% of Lantz Financial's portfolio in Q2 2026, its #165 holding.
  • Lantz Financial first reported a position in Medtronic in Q4 2022 and has held it in 9 quarters since.
  • 486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.