RFP
MDT icon

Root Financial Partners’s Medtronic MDT Stock Holding History

Root Financial Partners’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
-1,102
Closed -$95.5K – 2041
2026
Q1 		$95.5K Sell
1,102
-6
-0.5% -$575 ﹤0.01% 584
2025
Q4 		$106K Sell
1,108
-91
-8% -$8.84K 0.01% 442
2025
Q3 		$114K Buy
+1,199
New +$110K 0.01% 407

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

Root Financial Partners's MDT Position: Q2 2026 in Review

Root Financial Partners sold out of Medtronic (MDT) in Q2 2026, closing a stake of 1,102 shares — an estimated $95.5K sold.

Root Financial Partners first reported a position in MDT in Q3 2025 and held it in 3 quarters. The position peaked at $114K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Root Financial Partners reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,102 Medtronic shares in Q2 2026, an estimated $95.5K.
  • Root Financial Partners first reported a position in Medtronic in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Medtronic position peaked at $114K in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.