Merit Financial Group’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
$5.06M Buy
64,678
+1,821
+3% +$147K 0.03% 433
2026
Q1
$5.45M Sell
62,857
-9,389
-13% -$899K 0.04% 367
2025
Q4
$6.94M Buy
72,246
+6,087
+9% +$591K 0.06% 270
2025
Q3
$6.3M Buy
66,159
+9,124
+16% +$839K 0.06% 262
2025
Q2
$4.97M Buy
57,035
+15,561
+38% +$1.32M 0.06% 279
2025
Q1
$3.73M Buy
41,474
+18,204
+78% +$1.63M 0.06% 276
2024
Q4
$1.86M Buy
23,270
+17,831
+328% +$1.54M 0.03% 369
2024
Q3
$490K Sell
5,439
-10,441
-66% -$878K 0.01% 560
2024
Q2
$1.25M Buy
15,880
+2,045
+15% +$168K 0.03% 360
2024
Q1
$1.13M Buy
13,835
+4,422
+47% +$377K 0.03% 371
2023
Q4
$775K Buy
9,413
+194
+2% +$14.8K 0.02% 377
2023
Q3
$722K Buy
9,219
+1,104
+14% +$92.4K 0.02% 381
2023
Q2
$715K Buy
8,115
+2,525
+45% +$217K 0.02% 387
2023
Q1
$451K Sell
5,590
-1,903
-25% -$155K 0.02% 427
2022
Q4
$582K Buy
7,493
+1,544
+26% +$125K 0.02% 390
2022
Q3
$480K Sell
5,949
-6,460
-52% -$581K 0.02% 365
2022
Q2
$1.11M Buy
12,409
+10,332
+497% +$1.05M 0.03% 241
2022
Q1
$230K Sell
2,077
-4,918
-70% -$520K 0.01% 342
2021
Q4
$724K Buy
6,995
+21
+0.3% +$2.43K 0.07% 135
2021
Q3
$874K Buy
6,974
+109
+2% +$14.1K 0.09% 111
2021
Q2
$852K Buy
6,865
+85
+1% +$10.7K 0.08% 110
2021
Q1
$801K Buy
6,780
+388
+6% +$45.5K 0.08% 107
2020
Q4
$749K Sell
6,392
-159
-2% -$17.5K 0.07% 104
2020
Q3
$681K Buy
6,551
+246
+4% +$24.7K 0.06% 114
2020
Q2
$578K Sell
6,305
-774
-11% -$74.2K 0.06% 114
2020
Q1
$638K Buy
7,079
+995
+16% +$106K 0.07% 101
2019
Q4
$690K Buy
6,084
+1,639
+37% +$180K 0.06% 110
2019
Q3
$483K Buy
4,445
+108
+2% +$11.3K 0.05% 86
2019
Q2
$422K Buy
4,337
+155
+4% +$14.2K 0.05% 75
2019
Q1
$380K Buy
4,182
+136
+3% +$12.2K 0.05% 88
2018
Q4
$368K Buy
4,046
+37
+0.9% +$3.46K 0.06% 65
2018
Q3
$394K Sell
4,009
-87
-2% -$8.04K 0.06% 68
2018
Q2
$350K Buy
4,096
+278
+7% +$23.2K 0.06% 77
2018
Q1
$306K Buy
3,818
+66
+2% +$5.44K 0.06% 84
2017
Q4
$302K Buy
+3,752
New +$300K 0.06% 85

Other funds holding MDT

Merit Financial Group's MDT Position: Q2 2026 in Review

Merit Financial Group increased its Medtronic (MDT) stake by 2.9% in Q2 2026, buying an estimated $147K and bringing the position to 64,678 shares worth $5.06M. The position accounts for 0.03% of the portfolio, ranked #433.

Merit Financial Group first reported a position in MDT in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.94M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Merit Financial Group held 64,678 shares of Medtronic worth $5.06M as of Q2 2026.
  • Merit Financial Group bought 1,821 Medtronic shares in Q2 2026, an estimated $147K.
  • Medtronic made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #433 holding.
  • Merit Financial Group first reported a position in Medtronic in Q4 2017 and has held it in 35 quarters since.
  • Merit Financial Group's Medtronic position peaked at $6.94M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.