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Summit Financial’s Medtronic MDT Stock Holding History

Summit Financial’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 		$1.91M Sell
24,218
-7,780
-24% -$628K 0.02% 647
2026
Q1 		$2.8M Buy
31,998
+1,315
+4% +$126K 0.04% 480
2025
Q4 		$2.97M Buy
30,683
+1,672
+6% +$162K 0.04% 384
2025
Q3 		$2.76M Buy
29,011
+6,167
+27% +$567K 0.04% 395
2025
Q2 		$2.01M Buy
22,844
+288
+1% +$24.4K 0.05% 291
2025
Q1 		$2.03M Buy
22,556
+2,226
+11% +$199K 0.06% 256
2024
Q4 		$1.64M Buy
20,330
+7,249
+55% +$628K 0.06% 243
2024
Q3 		$1.19M Buy
13,081
+915
+8% +$77K 0.05% 232
2024
Q2 		$966K Buy
12,166
+4,308
+55% +$353K 0.04% 232
2024
Q1 		$690K Buy
7,858
+445
+6% +$38K 0.04% 223
2023
Q4 		$615K Sell
7,413
-2,437
-25% -$186K 0.04% 223
2023
Q3 		$779K Sell
9,850
-5,091
-34% -$426K 0.06% 187
2023
Q2 		$1.33M Sell
14,941
-5,296
-26% -$456K 0.1% 123
2023
Q1 		$1.65M Sell
20,237
-226
-1% -$18.4K 0.14% 76
2022
Q4 		$1.59M Sell
20,463
-1,000
-5% -$81K 0.15% 79
2022
Q3 		$1.75M Buy
21,463
+3,905
+22% +$351K 0.17% 66
2022
Q2 		$1.59M Buy
17,558
+108
+0.6% +$10.9K 0.15% 68
2022
Q1 		$1.95M Buy
17,450
+2,492
+17% +$263K 0.15% 65
2021
Q4 		$1.56M Buy
14,958
+4,260
+40% +$493K 0.12% 75
2021
Q3 		$1.35M Buy
10,698
+5,887
+122% +$762K 0.12% 66
2021
Q2 		$600K Buy
+4,811
New +$604K 0.06% 75

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

Summit Financial's MDT Position: Q2 2026 in Review

Summit Financial reduced its Medtronic (MDT) stake by 24% in Q2 2026, selling an estimated $628K and leaving 24,218 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #647.

Summit Financial first reported a position in MDT in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.97M in Q4 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Summit Financial held 24,218 shares of Medtronic worth $1.91M as of Q2 2026.
  • Summit Financial sold 7,780 Medtronic shares in Q2 2026, an estimated $628K.
  • Medtronic made up 0.02% of Summit Financial's portfolio in Q2 2026, its #647 holding.
  • Summit Financial first reported a position in Medtronic in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Medtronic position peaked at $2.97M in Q4 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.