MFG
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Merit Financial Group’s Medtronic MDT Stock Holding History

Merit Financial Group’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 		$39.1K Buy
+500
New +$40.3K ﹤0.01% 2308

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

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. 415 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.
  • 415 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.