SS&H Financial Advisors’s Medtronic MDT Stock Holding History

SS&H 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
2025 Q4	$1.72M	Buy	17,871 +1,500	+9%	+$146K	0.5%	52
2025 Q3	$1.56M	Buy	16,371 +10,915	+200%	+$1M	0.47%	53
2025 Q2	$476K	Buy	5,456 +700	+15%	+$59.4K	0.16%	92
2025 Q1	$427K	Hold	4,756	–	–	0.16%	93
2024 Q4	$380K	Hold	4,756	–	–	0.14%	103
2024 Q3	$428K	Hold	4,756	–	–	0.16%	100
2024 Q2	$374K	Hold	4,756	–	–	0.15%	106
2024 Q1	$414K	Hold	4,756	–	–	0.17%	96
2023 Q4	$392K	Buy	4,756 +2,000	+73%	+$152K	0.17%	99
2023 Q3	$216K	Buy	+2,756	New	+$231K	0.1%	114
2022 Q3	–	Sell	-2,300	Closed	-$206K	–	117
2022 Q2	$206K	Sell	2,300 -400	-15%	-$40.5K	0.1%	120
2022 Q1	$300K	Buy	+2,700	New	+$285K	0.12%	120

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SS&H Financial Advisors's MDT Position: Q4 2025 in Review

SS&H Financial Advisors increased its Medtronic (MDT) stake by 9.2% in Q4 2025, buying an estimated $146K and bringing the position to 17,871 shares worth $1.72M. The position accounts for 0.5% of the portfolio, ranked #52.

SS&H Financial Advisors first reported a position in MDT in Q1 2022 and has held it in 12 quarters since. 2,303 funds tracked by Wall St. Rank hold MDT as of Q4 2025.

SS&H Financial Advisors held 17,871 shares of Medtronic worth $1.72M as of Q4 2025.
SS&H Financial Advisors bought 1,500 Medtronic shares in Q4 2025, an estimated $146K.
Medtronic made up 0.5% of SS&H Financial Advisors's portfolio in Q4 2025, its #52 holding.
SS&H Financial Advisors first reported a position in Medtronic in Q1 2022 and has held it in 12 quarters since.
2,303 funds tracked by Wall St. Rank held Medtronic as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.