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Michels Family Financial’s Medtronic MDT Stock Holding History

Michels Family 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 		$697K Buy
8,907
+1,465
+20% +$118K 0.45% 69
2026
Q1 		$645K Buy
7,442
+103
+1% +$9.87K 0.47% 69
2025
Q4 		$705K Buy
7,339
+222
+3% +$21.6K 0.52% 61
2025
Q3 		$678K Buy
7,117
+20
+0.3% +$1.84K 0.53% 56
2025
Q2 		$619K Sell
7,097
-45
-0.6% -$3.82K 0.53% 63
2025
Q1 		$642K Buy
7,142
+77
+1% +$6.89K 0.58% 55
2024
Q4 		$564K Buy
+7,065
New +$612K 0.52% 66

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 $3.38T AUM 44.17% 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

Michels Family Financial's MDT Position: Q2 2026 in Review

Michels Family Financial increased its Medtronic (MDT) stake by 20% in Q2 2026, buying an estimated $118K and bringing the position to 8,907 shares worth $697K. The position accounts for 0.45% of the portfolio, ranked #69.

Michels Family Financial first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $705K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Michels Family Financial held 8,907 shares of Medtronic worth $697K as of Q2 2026.
  • Michels Family Financial bought 1,465 Medtronic shares in Q2 2026, an estimated $118K.
  • Medtronic made up 0.45% of Michels Family Financial's portfolio in Q2 2026, its #69 holding.
  • Michels Family Financial first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Michels Family Financial's Medtronic position peaked at $705K in Q4 2025.
  • 2,148 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.