MFG
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Monte Financial Group’s Medtronic MDT Stock Holding History

Monte 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 		$8.11M Buy
94,960
+36,975
+64% +$2.98M 2.6% 6
2026
Q1 		$5.02M Buy
57,985
+15,677
+37% +$1.5M 1.78% 28
2025
Q4 		$4.06M Sell
42,308
-360
-0.8% -$35K 1.51% 34
2025
Q3 		$4.06M Buy
42,668
+10,546
+33% +$969K 1.49% 35
2025
Q2 		$2.8M Buy
+32,122
New +$2.72M 1.09% 35
2021
Q4 		– Sell
-27,374
Closed -$3.43M – 74
2021
Q3 		$3.43M Buy
27,374
+286
+1% +$37K 1.97% 29
2021
Q2 		$3.36M Buy
27,088
+7,181
+36% +$902K 1.92% 30
2021
Q1 		$2.35M Buy
+19,907
New +$2.33M 1.44% 32

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

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

Monte Financial Group increased its Medtronic (MDT) stake by 64% in Q2 2026, buying an estimated $2.98M and bringing the position to 94,960 shares worth $8.11M. The position accounts for 2.6% of the portfolio, ranked #6.

Monte Financial Group first reported a position in MDT in Q1 2021 and has held it in 8 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Monte Financial Group held 94,960 shares of Medtronic worth $8.11M as of Q2 2026.
  • Monte Financial Group bought 36,975 Medtronic shares in Q2 2026, an estimated $2.98M.
  • Medtronic made up 2.6% of Monte Financial Group's portfolio in Q2 2026, its #6 holding.
  • Monte Financial Group first reported a position in Medtronic in Q1 2021 and has held it in 8 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.