Ritter Daniher Financial Advisory’s Medtronic MDT Stock Holding History

Ritter Daniher Financial Advisory’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	$203K	Sell	2,597 -114	-4%	-$9.2K	0.03%	166
2026 Q1	$235K	Buy	2,711 +40	+1%	+$3.83K	0.04%	149
2025 Q4	$257K	Sell	2,671 -138	-5%	-$13.4K	0.04%	147
2025 Q3	$268K	Buy	2,809 +2,671	+1,936%	+$246K	0.05%	140
2025 Q2	$12K	Sell	138 -15	-10%	-$1.27K	﹤0.01%	252
2025 Q1	$13.7K	Hold	153	–	–	﹤0.01%	234
2024 Q4	$12.2K	Hold	153	–	–	﹤0.01%	232
2024 Q3	$13.8K	Hold	153	–	–	﹤0.01%	223
2024 Q2	$12K	Sell	153 -17	-10%	-$1.39K	﹤0.01%	222
2024 Q1	$14.8K	Hold	170	–	–	﹤0.01%	208
2023 Q4	$14K	Hold	170	–	–	0.01%	215
2023 Q3	$13.3K	Sell	170 -60	-26%	-$5.02K	0.01%	211
2023 Q2	$20.3K	Buy	230 +60	+35%	+$5.17K	0.01%	180
2023 Q1	$13.7K	Hold	170	–	–	0.01%	192
2022 Q4	$13.2K	Hold	170	–	–	0.01%	195
2022 Q3	$14K	Hold	170	–	–	0.01%	161
2022 Q2	$15K	Hold	170	–	–	0.01%	149
2022 Q1	$19K	Hold	170	–	–	0.01%	143
2021 Q4	$18K	Buy	+170	New	+$19.7K	0.01%	140

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

Ritter Daniher Financial Advisory's MDT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Medtronic (MDT) stake by 4.2% in Q2 2026, selling an estimated $9.2K and leaving 2,597 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #166.

Ritter Daniher Financial Advisory first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $268K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Ritter Daniher Financial Advisory held 2,597 shares of Medtronic worth $203K as of Q2 2026.
Ritter Daniher Financial Advisory sold 114 Medtronic shares in Q2 2026, an estimated $9.2K.
Medtronic made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #166 holding.
Ritter Daniher Financial Advisory first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
Ritter Daniher Financial Advisory's Medtronic position peaked at $268K in Q3 2025.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.