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Sound Financial Strategies Group’s Medtronic MDT Stock Holding History

Sound Financial Strategies 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 		$237K Buy
3,029
+136
+5% +$11K 0.15% 108
2026
Q1 		$251K Sell
2,893
-4,316
-60% -$413K 0.17% 99
2025
Q4 		$692K Sell
7,209
-815
-10% -$79.2K 0.49% 54
2025
Q3 		$764K Sell
8,024
-556
-6% -$51.1K 0.56% 48
2025
Q2 		$748K Buy
8,580
+338
+4% +$28.7K 0.63% 55
2025
Q1 		$741K Sell
8,242
-2,125
-20% -$190K 0.66% 54
2024
Q4 		$828K Buy
10,367
+1,360
+15% +$118K 0.69% 46
2024
Q3 		$811K Buy
9,007
+236
+3% +$19.9K 0.65% 36
2024
Q2 		$690K Buy
+8,771
New +$719K 0.6% 40
2020
Q4 		– Sell
-4,643
Closed -$483K – 100
2020
Q3 		$483K Sell
4,643
-71
-2% -$7.13K 0.31% 36
2020
Q2 		$432K Sell
4,714
-1
-0% -$96 0.28% 45
2020
Q1 		$425K Sell
4,715
-9,359
-66% -$996K 0.29% 32
2019
Q4 		$1.6M Buy
+14,074
New +$1.54M 1.01% 28

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 $3.38T AUM 44.17% 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

Sound Financial Strategies Group's MDT Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Medtronic (MDT) stake by 4.7% in Q2 2026, buying an estimated $11K and bringing the position to 3,029 shares worth $237K. The position accounts for 0.15% of the portfolio, ranked #108.

Sound Financial Strategies Group first reported a position in MDT in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.6M in Q4 2019. 2,148 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sound Financial Strategies Group held 3,029 shares of Medtronic worth $237K as of Q2 2026.
  • Sound Financial Strategies Group bought 136 Medtronic shares in Q2 2026, an estimated $11K.
  • Medtronic made up 0.15% of Sound Financial Strategies Group's portfolio in Q2 2026, its #108 holding.
  • Sound Financial Strategies Group first reported a position in Medtronic in Q4 2019 and has held it in 13 quarters since.
  • Sound Financial Strategies Group's Medtronic position peaked at $1.6M in Q4 2019.
  • 2,148 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.