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Poinciana Advisors Group’s Medtronic MDT Stock Holding History

Poinciana Advisors 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
-2,814
Closed -$244K – 131
2026
Q1 		$244K Sell
2,814
-1,447
-34% -$139K 0.19% 100
2025
Q4 		$409K Sell
4,261
-49
-1% -$4.76K 0.32% 52
2025
Q3 		$410K Buy
4,310
+49
+1% +$4.5K 0.35% 48
2025
Q2 		$371K Hold
4,261
– – 0.33% 52
2025
Q1 		$383K Sell
4,261
-13
-0.3% -$1.16K 0.4% 37
2024
Q4 		$341K Buy
+4,274
New +$370K 0.35% 46

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Poinciana Advisors Group's MDT Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,814 shares — an estimated $244K sold.

Poinciana Advisors Group first reported a position in MDT in Q4 2024 and held it in 6 quarters. The position peaked at $410K in Q3 2025. 1,329 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 2,814 Medtronic shares in Q2 2026, an estimated $244K.
  • Poinciana Advisors Group first reported a position in Medtronic in Q4 2024 and held it in 6 quarters.
  • Poinciana Advisors Group's Medtronic position peaked at $410K in Q3 2025.
  • 1,329 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.