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Resurgent Financial Advisors’s Medtronic MDT Stock Holding History

Resurgent Financial Advisors’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 		$589K Sell
7,529
-7
-0.1% -$565 0.16% 137
2026
Q1 		$653K Buy
7,536
+2,870
+62% +$275K 0.24% 103
2025
Q4 		$448K Sell
4,666
-828
-15% -$80.4K 0.22% 129
2025
Q3 		$523K Buy
5,494
+220
+4% +$20.2K 0.26% 117
2025
Q2 		$460K Sell
5,274
-262
-5% -$22.2K 0.25% 114
2025
Q1 		$497K Buy
5,536
+423
+8% +$37.9K 0.3% 95
2024
Q4 		$408K Sell
5,113
-73
-1% -$6.32K 0.24% 117
2024
Q3 		$467K Sell
5,186
-1,033
-17% -$86.9K 0.27% 110
2024
Q2 		$489K Sell
6,219
-2,516
-29% -$206K 0.3% 102
2024
Q1 		$761K Buy
8,735
+3,256
+59% +$278K 0.41% 73
2023
Q4 		$451K Buy
5,479
+1,456
+36% +$111K 0.28% 94
2023
Q3 		$315K Buy
4,023
+348
+9% +$29.1K 0.21% 104
2023
Q2 		$324K Sell
3,675
-778
-17% -$67K 0.21% 105
2023
Q1 		$359K Sell
4,453
-409
-8% -$33.3K 0.24% 95
2022
Q4 		$378K Sell
4,862
-227
-4% -$18.4K 0.2% 116
2022
Q3 		$411K Sell
5,089
-4,024
-44% -$362K 0.27% 103
2022
Q2 		$818K Sell
9,113
-5,614
-38% -$569K 0.52% 49
2022
Q1 		$1.63M Buy
14,727
+2,264
+18% +$239K 1.01% 20
2021
Q4 		$1.29M Buy
+12,463
New +$1.44M 1.03% 24

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 $3.37T AUM 44.26% 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

Resurgent Financial Advisors's MDT Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its Medtronic (MDT) stake by 0.09% in Q2 2026, selling an estimated $565 and leaving 7,529 shares worth $589K. The position accounts for 0.16% of the portfolio, ranked #137.

Resurgent Financial Advisors first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q1 2022. 2,137 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Resurgent Financial Advisors held 7,529 shares of Medtronic worth $589K as of Q2 2026.
  • Resurgent Financial Advisors sold 7 Medtronic shares in Q2 2026, an estimated $565.
  • Medtronic made up 0.16% of Resurgent Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Resurgent Financial Advisors first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's Medtronic position peaked at $1.63M in Q1 2022.
  • 2,137 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.