Richardson Financial Services’s Medtronic MDT Stock Holding History

Richardson Financial Services’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	$70.4K	Sell	900 -110	-11%	-$8.87K	0.04%	273
2026 Q1	$87.5K	Hold	1,010	–	–	0.05%	238
2025 Q4	$97K	Buy	1,010 +1,006	+25,150%	+$97.7K	0.03%	231
2025 Q3	$381	Buy	+4	New	+$368	﹤0.01%	503
2025 Q2	–	Sell	-250	Closed	-$22.5K	–	632
2025 Q1	$22.5K	Buy	250 +4	+2%	+$358	0.02%	317
2024 Q4	$19.6K	Buy	+246	New	+$21.3K	0.01%	342
2024 Q2	–	Sell	-253	Closed	-$22K	–	612
2024 Q1	$22K	Buy	+253	New	+$21.6K	0.02%	334

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

Richardson Financial Services's MDT Position: Q2 2026 in Review

Richardson Financial Services reduced its Medtronic (MDT) stake by 11% in Q2 2026, selling an estimated $8.87K and leaving 900 shares worth $70.4K. The position accounts for 0.04% of the portfolio, ranked #273.

Richardson Financial Services first reported a position in MDT in Q1 2024 and has held it in 7 quarters since. The position peaked at $97K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Richardson Financial Services held 900 shares of Medtronic worth $70.4K as of Q2 2026.
Richardson Financial Services sold 110 Medtronic shares in Q2 2026, an estimated $8.87K.
Medtronic made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #273 holding.
Richardson Financial Services first reported a position in Medtronic in Q1 2024 and has held it in 7 quarters since.
Richardson Financial Services's Medtronic position peaked at $97K in Q4 2025.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.