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Seamount Financial Group’s Medtronic MDT Stock Holding History

Seamount Financial Group’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 		$360K Sell
4,607
-15
-0.3% -$1.21K 0.15% 102
2026
Q1 		$400K Buy
4,622
+250
+6% +$23.9K 0.18% 99
2025
Q4 		$420K Buy
4,372
+15
+0.3% +$1.46K 0.19% 95
2025
Q3 		$415K Buy
4,357
+200
+5% +$18.4K 0.2% 96
2025
Q2 		$362K Buy
+4,157
New +$353K 0.19% 97

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

Seamount Financial Group's MDT Position: Q2 2026 in Review

Seamount Financial Group reduced its Medtronic (MDT) stake by 0.32% in Q2 2026, selling an estimated $1.21K and leaving 4,607 shares worth $360K. The position accounts for 0.15% of the portfolio, ranked #102.

Seamount Financial Group first reported a position in MDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $420K in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Seamount Financial Group held 4,607 shares of Medtronic worth $360K as of Q2 2026.
  • Seamount Financial Group sold 15 Medtronic shares in Q2 2026, an estimated $1.21K.
  • Medtronic made up 0.15% of Seamount Financial Group's portfolio in Q2 2026, its #102 holding.
  • Seamount Financial Group first reported a position in Medtronic in Q2 2025 and has held it in 5 quarters since.
  • Seamount Financial Group's Medtronic position peaked at $420K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.