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Southland Equity Partners’s Medtronic MDT Stock Holding History

Southland Equity Partners’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 		$215K Buy
2,755
+161
+6% +$13K 0.04% 288
2026
Q1 		$225K Buy
2,594
+79
+3% +$7.57K 0.04% 247
2025
Q4 		$242K Buy
2,515
+8
+0.3% +$777 0.05% 225
2025
Q3 		$239K Buy
2,507
+91
+4% +$8.37K 0.05% 216
2025
Q2 		$211K Buy
+2,416
New +$205K 0.05% 229

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

Southland Equity Partners's MDT Position: Q2 2026 in Review

Southland Equity Partners increased its Medtronic (MDT) stake by 6.2% in Q2 2026, buying an estimated $13K and bringing the position to 2,755 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #288.

Southland Equity Partners first reported a position in MDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $242K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Southland Equity Partners held 2,755 shares of Medtronic worth $215K as of Q2 2026.
  • Southland Equity Partners bought 161 Medtronic shares in Q2 2026, an estimated $13K.
  • Medtronic made up 0.04% of Southland Equity Partners's portfolio in Q2 2026, its #288 holding.
  • Southland Equity Partners first reported a position in Medtronic in Q2 2025 and has held it in 5 quarters since.
  • Southland Equity Partners's Medtronic position peaked at $242K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.