SFS
MDT icon

Summit Financial Strategies’s Medtronic MDT Stock Holding History

Summit Financial Strategies’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 		– Sell
-2,428
Closed -$210K – 182
2026
Q1 		$210K Sell
2,428
-399
-14% -$38.2K 0.02% 154
2025
Q4 		$272K Buy
2,827
+399
+16% +$38.8K 0.02% 134
2025
Q3 		$231K Sell
2,428
-43
-2% -$3.95K 0.02% 133
2025
Q2 		$215K Buy
2,471
+43
+2% +$3.65K 0.02% 137
2025
Q1 		$218K Sell
2,428
-341
-12% -$30.5K 0.02% 132
2024
Q4 		$221K Buy
2,769
+17
+0.6% +$1.47K 0.02% 133
2024
Q3 		$248K Sell
2,752
-240
-8% -$20.2K 0.03% 128
2024
Q2 		$235K Sell
2,992
-285
-9% -$23.4K 0.03% 125
2024
Q1 		$286K Sell
3,277
-371
-10% -$31.7K 0.04% 114
2023
Q4 		$300K Hold
3,648
– – 0.05% 111
2023
Q3 		$286K Buy
3,648
+107
+3% +$8.96K 0.05% 101
2023
Q2 		$312K Buy
3,541
+1
+0% +$86 0.06% 94
2023
Q1 		$285K Buy
3,540
+100
+3% +$8.15K 0.06% 97
2022
Q4 		$267K Hold
3,440
– – 0.06% 96
2022
Q3 		$278K Hold
3,440
– – 0.07% 96
2022
Q2 		$309K Sell
3,440
-100
-3% -$10.1K 0.07% 82
2022
Q1 		$393K Buy
3,540
+100
+3% +$10.6K 0.08% 73
2021
Q4 		$356K Hold
3,440
– – 0.07% 80
2021
Q3 		$431K Buy
3,440
+178
+5% +$23K 0.08% 72
2021
Q2 		$405K Buy
+3,262
New +$410K 0.08% 74
2018
Q1 		– Sell
-3,931
Closed -$317K – 56
2017
Q4 		$317K Buy
+3,931
New +$315K 0.17% 35

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Summit Financial Strategies's MDT Position: Q2 2026 in Review

Summit Financial Strategies sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,428 shares — an estimated $210K sold.

Summit Financial Strategies first reported a position in MDT in Q4 2017 and held it in 21 quarters. The position peaked at $431K in Q3 2021. 1,329 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Summit Financial Strategies reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 2,428 Medtronic shares in Q2 2026, an estimated $210K.
  • Summit Financial Strategies first reported a position in Medtronic in Q4 2017 and held it in 21 quarters.
  • Summit Financial Strategies's Medtronic position peaked at $431K in Q3 2021.
  • 1,329 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.