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Strategic Financial Concepts’s Medtronic MDT Stock Holding History

Strategic Financial Concepts’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 		$695K Buy
+8,886
New +$717K 0.21% 103
2025
Q4 		– Sell
-2,729
Closed -$260K – 223
2025
Q3 		$260K Sell
2,729
-160
-6% -$14.7K 0.04% 219
2025
Q2 		$252K Buy
+2,889
New +$245K 0.04% 224
2024
Q3 		– Sell
-70,437
Closed -$12.3K – 516
2024
Q2 		$12.3K Buy
+70,437
New +$5.77M 0.01% 388

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

Strategic Financial Concepts's MDT Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in Medtronic (MDT) in Q2 2026: 8,886 shares worth $695K. The stake represents 0.21% of the portfolio and ranks #103 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in MDT as recently as Q3 2025.

Strategic Financial Concepts first reported a position in MDT in Q2 2024 and has held it in 4 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Strategic Financial Concepts held 8,886 shares of Medtronic worth $695K as of Q2 2026.
  • Medtronic was a new Strategic Financial Concepts position in Q2 2026.
  • Medtronic made up 0.21% of Strategic Financial Concepts's portfolio in Q2 2026, its #103 holding.
  • Strategic Financial Concepts first reported a position in Medtronic in Q2 2024 and has held it in 4 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.