Mosaic Financial Group’s Medtronic MDT Stock Holding History

Mosaic 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	$271K	Hold	3,469	–	–	0.17%	109
2026 Q1	$301K	Hold	3,469	–	–	0.21%	101
2025 Q4	$333K	Sell	3,469 -4	-0.1%	-$389	0.23%	92
2025 Q3	$331K	Hold	3,473	–	–	0.24%	86
2025 Q2	$303K	Hold	3,473	–	–	0.23%	91
2025 Q1	$312K	Buy	3,473 +53	+2%	+$4.74K	0.25%	83
2024 Q4	$273K	Hold	3,420	–	–	0.2%	95
2024 Q3	$308K	Hold	3,420	–	–	0.22%	84
2024 Q2	$269K	Sell	3,420 -716	-17%	-$58.7K	0.19%	94
2024 Q1	$360K	Buy	+4,136	New	+$353K	0.29%	69

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

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

Mosaic Financial Group held its Medtronic (MDT) position steady in Q2 2026 at 3,469 shares worth $271K. The position accounts for 0.17% of the portfolio, ranked #109.

Mosaic Financial Group first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $360K in Q1 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Mosaic Financial Group held 3,469 shares of Medtronic worth $271K as of Q2 2026.
Mosaic Financial Group left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.17% of Mosaic Financial Group's portfolio in Q2 2026, its #109 holding.
Mosaic Financial Group first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's Medtronic position peaked at $360K in Q1 2024.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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