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Roxbury Financial’s Medtronic MDT Stock Holding History

Roxbury Financial’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 		$103K Sell
1,320
-1,632
-55% -$132K 0.08% 142
2026
Q1 		$256K Buy
2,952
+16
+0.5% +$1.53K 0.23% 79
2025
Q4 		$282K Sell
2,936
-9
-0.3% -$874 0.25% 70
2025
Q3 		$280K Sell
2,945
-23
-0.8% -$2.11K 0.26% 70
2025
Q2 		$259K Sell
2,968
-72
-2% -$6.11K 0.25% 73
2025
Q1 		$280K Buy
3,040
+17
+0.6% +$1.52K 0.27% 71
2024
Q4 		$262K Buy
+3,023
New +$262K 0.25% 73

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Roxbury Financial's MDT Position: Q2 2026 in Review

Roxbury Financial reduced its Medtronic (MDT) stake by 55% in Q2 2026, selling an estimated $132K and leaving 1,320 shares worth $103K. The position accounts for 0.08% of the portfolio, ranked #142.

Roxbury Financial first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $282K in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Roxbury Financial held 1,320 shares of Medtronic worth $103K as of Q2 2026.
  • Roxbury Financial sold 1,632 Medtronic shares in Q2 2026, an estimated $132K.
  • Medtronic made up 0.08% of Roxbury Financial's portfolio in Q2 2026, its #142 holding.
  • Roxbury Financial first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Medtronic position peaked at $282K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.