Park Square Financial Group’s Medtronic MDT Stock Holding History

Park Square 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 Q1	–	Sell	-116	Closed	-$9.27K	–	298
2025 Q4	$9.27K	Buy	+116	New	+$11.3K	0.06%	153
2025 Q3	–	Sell	-197	Closed	-$17.2K	–	679
2025 Q2	$17.2K	Sell	197 -118	-37%	-$10K	0.01%	497
2025 Q1	$28.3K	Buy	315 +31	+11%	+$2.77K	0.02%	360
2024 Q4	$22.7K	Buy	+284	New	+$24.6K	0.02%	401

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Park Square Financial Group's MDT Position: Q1 2026 in Review

Park Square Financial Group sold out of Medtronic (MDT) in Q1 2026, closing a stake of 116 shares — an estimated $9.27K sold.

Park Square Financial Group first reported a position in MDT in Q4 2024 and held it in 4 quarters. The position peaked at $28.3K in Q1 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Park Square Financial Group reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Park Square Financial Group sold 116 Medtronic shares in Q1 2026, an estimated $9.27K.
Park Square Financial Group first reported a position in Medtronic in Q4 2024 and held it in 4 quarters.
Park Square Financial Group's Medtronic position peaked at $28.3K in Q1 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.