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SFMG Wealth Advisors’s Medtronic MDT Stock Holding History

SFMG Wealth Advisors’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
-50,845
Closed -$4.41M – 353
2026
Q1 		$4.41M Sell
50,845
-2,228
-4% -$213K 0.3% 47
2025
Q4 		$5.1M Buy
53,073
+2,259
+4% +$219K 0.34% 45
2025
Q3 		$4.84M Buy
50,814
+1,350
+3% +$124K 0.34% 44
2025
Q2 		$4.31M Buy
49,464
+927
+2% +$78.6K 0.32% 43
2025
Q1 		$4.36M Buy
48,537
+1,792
+4% +$160K 0.34% 41
2024
Q4 		$3.73M Sell
46,745
-374
-0.8% -$32.4K 0.29% 46
2024
Q3 		$4.24M Sell
47,119
-496
-1% -$41.7K 0.34% 38
2024
Q2 		$3.75M Buy
47,615
+1,708
+4% +$140K 0.33% 42
2024
Q1 		$4M Buy
45,907
+1,465
+3% +$125K 0.34% 43
2023
Q4 		$3.66M Buy
44,442
+2,382
+6% +$182K 0.34% 41
2023
Q3 		$3.3M Buy
42,060
+2,852
+7% +$239K 0.34% 40
2023
Q2 		$3.45M Buy
39,208
+3,152
+9% +$271K 0.36% 38
2023
Q1 		$2.91M Buy
36,056
+2,952
+9% +$241K 0.31% 46
2022
Q4 		$2.57M Buy
+33,104
New +$2.68M 0.29% 51

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

SFMG Wealth Advisors's MDT Position: Q2 2026 in Review

SFMG Wealth Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 50,845 shares — an estimated $4.41M sold.

SFMG Wealth Advisors first reported a position in MDT in Q4 2022 and held it in 14 quarters. The position peaked at $5.1M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • SFMG Wealth Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • SFMG Wealth Advisors sold 50,845 Medtronic shares in Q2 2026, an estimated $4.41M.
  • SFMG Wealth Advisors first reported a position in Medtronic in Q4 2022 and held it in 14 quarters.
  • SFMG Wealth Advisors's Medtronic position peaked at $5.1M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.