Shum Financial Group’s Medtronic MDT Stock Holding History

Shum 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	$339K	Sell	4,329 -166	-4%	-$13.4K	0.2%	85
2026 Q1	$389K	Sell	4,495 -327	-7%	-$31.3K	0.28%	75
2025 Q4	$463K	Sell	4,822 -277	-5%	-$26.9K	0.33%	72
2025 Q3	$486K	Buy	+5,099	New	+$469K	0.36%	68
2025 Q1	$734K	Sell	8,164 -589	-7%	-$52.7K	0.63%	50
2024 Q4	$703K	Sell	8,753 -2,074	-19%	-$180K	0.61%	52
2024 Q3	$971K	Buy	+10,827	New	+$911K	0.81%	42

Other funds holding MDT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Shum Financial Group reduced its Medtronic (MDT) stake by 3.7% in Q2 2026, selling an estimated $13.4K and leaving 4,329 shares worth $339K. The position accounts for 0.2% of the portfolio, ranked #85.

Shum Financial Group first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $971K in Q3 2024. 1,239 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Shum Financial Group held 4,329 shares of Medtronic worth $339K as of Q2 2026.
Shum Financial Group sold 166 Medtronic shares in Q2 2026, an estimated $13.4K.
Medtronic made up 0.2% of Shum Financial Group's portfolio in Q2 2026, its #85 holding.
Shum Financial Group first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's Medtronic position peaked at $971K in Q3 2024.
1,239 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.