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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound Financial Strategies Group's MDT Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Medtronic (MDT) stake by 60% in Q1 2026, selling an estimated $413K and leaving 2,893 shares worth $251K. The position accounts for 0.17% of the portfolio, ranked #99.

Sound Financial Strategies Group first reported a position in MDT in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.6M in Q4 2019. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Sound Financial Strategies Group held 2,893 shares of Medtronic worth $251K as of Q1 2026.
Sound Financial Strategies Group sold 4,316 Medtronic shares in Q1 2026, an estimated $413K.
Medtronic made up 0.17% of Sound Financial Strategies Group's portfolio in Q1 2026, its #99 holding.
Sound Financial Strategies Group first reported a position in Medtronic in Q4 2019 and has held it in 12 quarters since.
Sound Financial Strategies Group's Medtronic position peaked at $1.6M in Q4 2019.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.