Oxford Financial Group’s Medtronic MDT Stock Holding History

Oxford 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	–	Sell	-4,469	Closed	-$387K	–	311
2026 Q1	$387K	Buy	+4,469	New	+$428K	0.02%	186

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

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

Oxford Financial Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 4,469 shares — an estimated $387K sold.

Oxford Financial Group first reported a position in MDT in Q1 2026 and held it in 1 quarter. The position peaked at $387K in Q1 2026. 2,139 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Oxford Financial Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 4,469 Medtronic shares in Q2 2026, an estimated $387K.
Oxford Financial Group first reported a position in Medtronic in Q1 2026 and held it in 1 quarter.
Oxford Financial Group's Medtronic position peaked at $387K in Q1 2026.
2,139 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.