Mechanics Financial Corp’s Medtronic MDT Stock Holding History

Mechanics Financial Corp’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	$387K	Buy	4,941 +371	+8%	+$29.9K	0.14%	95
2026 Q1	$396K	Sell	4,570 -166	-4%	-$15.9K	0.17%	90
2025 Q4	$455K	Hold	4,736	–	–	0.17%	80
2025 Q3	$451K	Hold	4,736	–	–	0.17%	78
2025 Q2	$413K	Sell	4,736 -110	-2%	-$9.33K	0.18%	83
2025 Q1	$435K	Sell	4,846 -200	-4%	-$17.9K	0.2%	81
2024 Q4	$403K	Sell	5,046 -80	-2%	-$6.92K	0.18%	83
2024 Q3	$461K	Sell	5,126 -920	-15%	-$77.4K	0.2%	81
2024 Q2	$476K	Sell	6,046 -156	-3%	-$12.8K	0.24%	80
2024 Q1	$541K	Hold	6,202	–	–	0.28%	77
2023 Q4	$511K	Buy	6,202 +40	+0.6%	+$3.05K	0.29%	69
2023 Q3	$483K	Hold	6,162	–	–	0.27%	65
2023 Q2	$543K	Sell	6,162 -347	-5%	-$29.9K	0.3%	64
2023 Q1	$525K	Hold	6,509	–	–	0.31%	61
2022 Q4	$506K	Hold	6,509	–	–	0.3%	64
2022 Q3	$526K	Buy	6,509 +80	+1%	+$7.19K	0.34%	58
2022 Q2	$577K	Hold	6,429	–	–	0.35%	54
2022 Q1	$713K	Sell	6,429 -100	-2%	-$10.6K	0.37%	55
2021 Q4	$675K	Buy	+6,529	New	+$756K	0.32%	56

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mechanics Financial Corp's MDT Position: Q2 2026 in Review

Mechanics Financial Corp increased its Medtronic (MDT) stake by 8.1% in Q2 2026, buying an estimated $29.9K and bringing the position to 4,941 shares worth $387K. The position accounts for 0.14% of the portfolio, ranked #95.

Mechanics Financial Corp first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $713K in Q1 2022. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Mechanics Financial Corp held 4,941 shares of Medtronic worth $387K as of Q2 2026.
Mechanics Financial Corp bought 371 Medtronic shares in Q2 2026, an estimated $29.9K.
Medtronic made up 0.14% of Mechanics Financial Corp's portfolio in Q2 2026, its #95 holding.
Mechanics Financial Corp first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's Medtronic position peaked at $713K in Q1 2022.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.