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Summit Financial Wealth Advisors’s Medtronic MDT Stock Holding History

Summit Financial Wealth 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 		– Sell
-2,328
Closed -$202K – 228
2026
Q1 		$202K Buy
2,328
+75
+3% +$7.18K 0.03% 188
2025
Q4 		$216K Buy
+2,253
New +$219K 0.03% 186
2015
Q1 		– Sell
-330
Closed -$24K – 249
2014
Q4 		$24K Buy
+330
New +$22.9K 0.02% 152

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
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

Summit Financial Wealth Advisors's MDT Position: Q2 2026 in Review

Summit Financial Wealth Advisors sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,328 shares — an estimated $202K sold.

Summit Financial Wealth Advisors first reported a position in MDT in Q4 2014 and held it in 3 quarters. The position peaked at $216K in Q4 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Summit Financial Wealth Advisors reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 2,328 Medtronic shares in Q2 2026, an estimated $202K.
  • Summit Financial Wealth Advisors first reported a position in Medtronic in Q4 2014 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Medtronic position peaked at $216K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.