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Sound View Wealth Advisors Group’s Medtronic MDT Stock Holding History

Sound View Wealth Advisors 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 		$2.21M Sell
28,246
-6,671
-19% -$538K 0.14% 129
2026
Q1 		$3.03M Buy
34,917
+351
+1% +$33.6K 0.21% 102
2025
Q4 		$3.32M Buy
34,566
+495
+1% +$48.1K 0.22% 99
2025
Q3 		$3.24M Buy
34,071
+415
+1% +$38.1K 0.22% 101
2025
Q2 		$2.93M Buy
33,656
+565
+2% +$47.9K 0.22% 103
2025
Q1 		$2.97M Buy
33,091
+1,385
+4% +$124K 0.24% 93
2024
Q4 		$2.53M Sell
31,706
-2,057
-6% -$178K 0.2% 104
2024
Q3 		$3.04M Buy
33,763
+2,307
+7% +$194K 0.25% 92
2024
Q2 		$2.48M Sell
31,456
-84
-0.3% -$6.89K 0.26% 87
2024
Q1 		$2.75M Buy
31,540
+1,120
+4% +$95.6K 0.29% 80
2023
Q4 		$2.51M Buy
30,420
+432
+1% +$32.9K 0.28% 88
2023
Q3 		$2.35M Buy
29,988
+2,224
+8% +$186K 0.29% 85
2023
Q2 		$2.45M Buy
27,764
+8,498
+44% +$732K 0.32% 73
2023
Q1 		$1.55M Sell
19,266
-11,154
-37% -$909K 0.21% 107
2022
Q4 		$2.51M Buy
30,420
+14,056
+86% +$1.14M 0.28% 88
2022
Q3 		$1.32M Buy
16,364
+416
+3% +$37.4K 0.3% 85
2022
Q2 		$1.43M Buy
15,948
+330
+2% +$33.4K 0.3% 84
2022
Q1 		$1.73M Buy
15,618
+943
+6% +$99.6K 0.33% 83
2021
Q4 		$1.52M Buy
14,675
+912
+7% +$106K 0.29% 89
2021
Q3 		$1.73M Sell
13,763
-22
-0.2% -$2.85K 0.36% 70
2021
Q2 		$1.71M Buy
13,785
+305
+2% +$38.3K 0.36% 74
2021
Q1 		$1.59M Sell
13,480
-377
-3% -$44.2K 0.37% 75
2020
Q4 		$1.62M Sell
13,857
-417
-3% -$45.9K 0.4% 69
2020
Q3 		$1.48M Sell
14,274
-216
-1% -$21.7K 0.39% 72
2020
Q2 		$1.33M Buy
14,490
+5,904
+69% +$566K 0.37% 76
2020
Q1 		$774K Buy
8,586
+456
+6% +$48.5K 0.27% 92
2019
Q4 		$922K Sell
8,130
-374
-4% -$41K 0.26% 96
2019
Q3 		$924K Sell
8,504
-116
-1% -$12.1K 0.28% 95
2019
Q2 		$840K Buy
+8,620
New +$787K 0.25% 101

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

Sound View Wealth Advisors Group's MDT Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Medtronic (MDT) stake by 19% in Q2 2026, selling an estimated $538K and leaving 28,246 shares worth $2.21M. The position accounts for 0.14% of the portfolio, ranked #129.

Sound View Wealth Advisors Group first reported a position in MDT in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.32M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sound View Wealth Advisors Group held 28,246 shares of Medtronic worth $2.21M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 6,671 Medtronic shares in Q2 2026, an estimated $538K.
  • Medtronic made up 0.14% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #129 holding.
  • Sound View Wealth Advisors Group first reported a position in Medtronic in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Medtronic position peaked at $3.32M in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.