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Souders Financial Advisors’s Medtronic MDT Stock Holding History

Souders Financial 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
-8,806
Closed -$763K – 237
2026
Q1 		$763K Buy
8,806
+6,673
+313% +$639K 0.09% 115
2025
Q4 		$205K Sell
2,133
-644
-23% -$62.6K 0.02% 203
2025
Q3 		$265K Sell
2,777
-1,240
-31% -$114K 0.03% 179
2025
Q2 		$350K Buy
4,017
+1,476
+58% +$125K 0.04% 153
2025
Q1 		$228K Buy
+2,541
New +$227K 0.03% 172
2021
Q4 		– Sell
-5,326
Closed -$668K – 138
2021
Q3 		$668K Buy
5,326
+741
+16% +$95.9K 0.22% 89
2021
Q2 		$569K Buy
+4,585
New +$576K 0.19% 93

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

Souders Financial Advisors's MDT Position: Q2 2026 in Review

Souders Financial Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 8,806 shares — an estimated $763K sold.

Souders Financial Advisors first reported a position in MDT in Q2 2021 and held it in 7 quarters. The position peaked at $763K in Q1 2026. 2,143 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Souders Financial Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 8,806 Medtronic shares in Q2 2026, an estimated $763K.
  • Souders Financial Advisors first reported a position in Medtronic in Q2 2021 and held it in 7 quarters.
  • Souders Financial Advisors's Medtronic position peaked at $763K in Q1 2026.
  • 2,143 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.