Steph & Co’s Medtronic MDT Stock Holding History

Steph & Co’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	$27.1K	Sell	346 -269	-44%	-$21.7K	0.01%	211
2026 Q1	$53.3K	Buy	615 +213	+53%	+$20.4K	0.02%	191
2025 Q4	$38.6K	Buy	402 +306	+319%	+$29.7K	0.01%	214
2025 Q3	$9.14K	Buy	+96	New	+$8.82K	﹤0.01%	297
2025 Q1	–	Sell	-1,065	Closed	-$85.1K	–	275
2024 Q4	$85.1K	Buy	1,065 +1,007	+1,736%	+$87.2K	0.03%	159
2024 Q3	$5.22K	Buy	+58	New	+$4.88K	﹤0.01%	284
2023 Q4	–	Sell	-133	Closed	-$10.4K	–	278
2023 Q3	$10.4K	Buy	+133	New	+$11.1K	0.01%	245
2020 Q2	–	Sell	-100	Closed	-$9K	–	256
2020 Q1	$9K	Hold	100	–	–	0.01%	215
2019 Q4	$11K	Buy	+100	New	+$11K	0.01%	225

Other funds holding MDT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Steph & Co's MDT Position: Q2 2026 in Review

Steph & Co reduced its Medtronic (MDT) stake by 44% in Q2 2026, selling an estimated $21.7K and leaving 346 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #211.

Steph & Co first reported a position in MDT in Q4 2019 and has held it in 9 quarters since. The position peaked at $85.1K in Q4 2024. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Steph & Co held 346 shares of Medtronic worth $27.1K as of Q2 2026.
Steph & Co sold 269 Medtronic shares in Q2 2026, an estimated $21.7K.
Medtronic made up 0.01% of Steph & Co's portfolio in Q2 2026, its #211 holding.
Steph & Co first reported a position in Medtronic in Q4 2019 and has held it in 9 quarters since.
Steph & Co's Medtronic position peaked at $85.1K in Q4 2024.
372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.