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Saxony Capital Management’s Medtronic MDT Stock Holding History

Saxony Capital Management’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 		$243K Sell
3,101
-170
-5% -$13.7K 0.11% 148
2026
Q1 		$283K Buy
3,271
+185
+6% +$17.7K 0.16% 115
2025
Q4 		$296K Buy
3,086
+40
+1% +$3.88K 0.18% 110
2025
Q3 		$290K Buy
3,046
+112
+4% +$10.3K 0.19% 107
2025
Q2 		$256K Buy
2,934
+178
+6% +$15.1K 0.2% 105
2025
Q1 		$248K Buy
2,756
+208
+8% +$18.6K 0.22% 96
2024
Q4 		$204K Sell
2,548
-49
-2% -$4.24K 0.18% 125
2024
Q3 		$234K Buy
2,597
+16
+0.6% +$1.35K 0.21% 113
2024
Q2 		$203K Sell
2,581
-10
-0.4% -$820 0.22% 115
2024
Q1 		$226K Buy
2,591
+68
+3% +$5.8K 0.27% 94
2023
Q4 		$208K Buy
+2,523
New +$192K 0.28% 94

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Saxony Capital Management's MDT Position: Q2 2026 in Review

Saxony Capital Management reduced its Medtronic (MDT) stake by 5.2% in Q2 2026, selling an estimated $13.7K and leaving 3,101 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #148.

Saxony Capital Management first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $296K in Q4 2025. 545 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Saxony Capital Management held 3,101 shares of Medtronic worth $243K as of Q2 2026.
  • Saxony Capital Management sold 170 Medtronic shares in Q2 2026, an estimated $13.7K.
  • Medtronic made up 0.11% of Saxony Capital Management's portfolio in Q2 2026, its #148 holding.
  • Saxony Capital Management first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Saxony Capital Management's Medtronic position peaked at $296K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.