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
2026 Q2	$1.55M	Buy	+19,871	New	+$1.6M	0.4%	56
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SS&H Financial Advisors's MDT Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Medtronic (MDT) in Q2 2026: 19,871 shares worth $1.55M. The stake represents 0.4% of the portfolio and ranks #56 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in MDT as recently as Q4 2025.

SS&H Financial Advisors first reported a position in MDT in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.72M in Q4 2025. 2,135 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

SS&H Financial Advisors held 19,871 shares of Medtronic worth $1.55M as of Q2 2026.
Medtronic was a new SS&H Financial Advisors position in Q2 2026.
Medtronic made up 0.4% of SS&H Financial Advisors's portfolio in Q2 2026, its #56 holding.
SS&H Financial Advisors first reported a position in Medtronic in Q1 2022 and has held it in 13 quarters since.
SS&H Financial Advisors's Medtronic position peaked at $1.72M in Q4 2025.
2,135 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.