SBK Financial’s Medtronic MDT Stock Holding History

SBK 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	–	Sell	-29	Closed	-$2.51K	–	344
2026 Q1	$2.51K	Buy	+29	New	+$2.78K	﹤0.01%	298

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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 $362B AUM 34.89% 1-Year Est. Return

SBK Financial's MDT Position: Q2 2026 in Review

SBK Financial sold out of Medtronic (MDT) in Q2 2026, closing a stake of 29 shares — an estimated $2.51K sold.

SBK Financial first reported a position in MDT in Q1 2026 and held it in 1 quarter. The position peaked at $2.51K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

SBK Financial reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 29 Medtronic shares in Q2 2026, an estimated $2.51K.
SBK Financial first reported a position in Medtronic in Q1 2026 and held it in 1 quarter.
SBK Financial's Medtronic position peaked at $2.51K in Q1 2026.
2,151 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.