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Mattson Financial Services’s Medtronic MDT Stock Holding History

Mattson Financial Services’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 		$3.93M Buy
47,080
+1,152
+3% +$92.9K 0.82% 31
2026
Q1 		$3.98M Sell
45,928
-73
-0.2% -$6.99K 0.95% 26
2025
Q4 		$4.42M Sell
46,001
-699
-1% -$67.9K 1.03% 23
2025
Q3 		$4.45M Buy
46,700
+294
+0.6% +$27K 1.06% 23
2025
Q2 		$4.05M Sell
46,406
-459
-1% -$38.9K 1.09% 22
2025
Q1 		$4.21M Buy
46,865
+4,706
+11% +$421K 1.27% 19
2024
Q4 		$3.8M Buy
42,159
+2,489
+6% +$215K 1.21% 17
2024
Q3 		$3.12M Sell
39,670
-273
-0.7% -$23K 1.12% 21
2024
Q2 		$3.14M Buy
+39,943
New +$3.27M 1.12% 21

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

Mattson Financial Services's MDT Position: Q2 2026 in Review

Mattson Financial Services increased its Medtronic (MDT) stake by 2.5% in Q2 2026, buying an estimated $92.9K and bringing the position to 47,080 shares worth $3.93M. The position accounts for 0.82% of the portfolio, ranked #31.

Mattson Financial Services first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.45M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Mattson Financial Services held 47,080 shares of Medtronic worth $3.93M as of Q2 2026.
  • Mattson Financial Services bought 1,152 Medtronic shares in Q2 2026, an estimated $92.9K.
  • Medtronic made up 0.82% of Mattson Financial Services's portfolio in Q2 2026, its #31 holding.
  • Mattson Financial Services first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
  • Mattson Financial Services's Medtronic position peaked at $4.45M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.