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Phoenix Financial’s Medtronic MDT Stock Holding History

Phoenix 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 		$1.17M Buy
14,877
+1,992
+15% +$161K 0.01% 245
2026
Q1 		$1.19M Sell
12,885
-33,718
-72% -$3.23M 0.01% 215
2025
Q4 		$4.61M Sell
46,603
-11,981
-20% -$1.16M 0.05% 136
2025
Q3 		$5.65M Sell
58,584
-13,272
-18% -$1.22M 0.07% 121
2025
Q2 		$6.36M Buy
71,856
+19,767
+38% +$1.68M 0.08% 116
2025
Q1 		$4.77M Buy
52,089
+47,075
+939% +$4.21M 0.07% 128
2024
Q4 		$403K Buy
5,014
+277
+6% +$24K 0.01% 275
2024
Q3 		$429K Buy
4,737
+375
+9% +$31.5K 0.01% 261
2024
Q2 		$346K Sell
4,362
-123
-3% -$10.1K 0.01% 278
2024
Q1 		$393K Buy
4,485
+95
+2% +$8.11K 0.01% 290
2023
Q4 		$392K Buy
+4,390
New +$335K 0.01% 255
2023
Q3 		– Sell
-12,469
Closed -$1.08M – 349
2023
Q2 		$1.08M Buy
12,469
+4,587
+58% +$395K 0.02% 210
2023
Q1 		$619K Buy
+7,882
New +$642K 0.01% 212
2022
Q3 		– Sell
-613,696
Closed -$55.4M – 354
2022
Q2 		$55.4M Sell
613,696
-463
-0.1% -$46.9K 1.13% 31
2022
Q1 		$68.4M Sell
614,159
-52,454
-8% -$5.54M 1.15% 28
2021
Q4 		$69.3M Buy
666,613
+214,734
+48% +$24.9M 1.14% 25
2021
Q3 		$56.9M Buy
451,879
+123,494
+38% +$16M 0.99% 31
2021
Q2 		$40.9M Buy
328,385
+60,009
+22% +$7.53M 0.78% 53
2021
Q1 		$31.8M Buy
268,376
+156,418
+140% +$18.3M 0.72% 45
2020
Q4 		$13.1M Buy
111,958
+88,672
+381% +$9.76M 0.35% 90
2020
Q3 		$2.26M Buy
23,286
+201
+0.9% +$20.2K 0.09% 139
2020
Q2 		$1.98M Buy
23,085
+2,914
+14% +$279K 0.08% 161
2020
Q1 		$1.76M Buy
+20,171
New +$2.15M 0.09% 167

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

Phoenix Financial's MDT Position: Q2 2026 in Review

Phoenix Financial increased its Medtronic (MDT) stake by 15% in Q2 2026, buying an estimated $161K and bringing the position to 14,877 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #245.

Phoenix Financial first reported a position in MDT in Q1 2020 and has held it in 23 quarters since. The position peaked at $69.3M in Q4 2021. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Phoenix Financial held 14,877 shares of Medtronic worth $1.17M as of Q2 2026.
  • Phoenix Financial bought 1,992 Medtronic shares in Q2 2026, an estimated $161K.
  • Medtronic made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #245 holding.
  • Phoenix Financial first reported a position in Medtronic in Q1 2020 and has held it in 23 quarters since.
  • Phoenix Financial's Medtronic position peaked at $69.3M in Q4 2021.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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