Summit Investment Advisory Services’s Medtronic MDT Stock Holding History

Summit Investment Advisory Services’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 Q1	$381K	Buy	4,399 +8	+0.2%	+$766	0.14%	49
2025 Q4	$422K	Buy	4,391 +1,100	+33%	+$107K	0.16%	46
2025 Q3	$313K	Sell	3,291 -189	-5%	-$17.4K	0.12%	54
2025 Q2	$303K	Buy	3,480 +252	+8%	+$21.4K	0.13%	51
2025 Q1	$290K	Buy	+3,228	New	+$289K	0.14%	53
2024 Q4	–	Sell	-3,871	Closed	-$348K	–	73
2024 Q3	$348K	Buy	+3,871	New	+$326K	0.18%	45
2024 Q2	–	Sell	-5,348	Closed	-$466K	–	75
2024 Q1	$466K	Buy	5,348 +776	+17%	+$66.2K	0.28%	41
2023 Q4	$377K	Buy	4,572 +1,444	+46%	+$110K	0.24%	43
2023 Q3	$245K	Buy	+3,128	New	+$262K	0.18%	46

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Investment Advisory Services's MDT Position: Q1 2026 in Review

Summit Investment Advisory Services increased its Medtronic (MDT) stake by 0.18% in Q1 2026, buying an estimated $766 and bringing the position to 4,399 shares worth $381K. The position accounts for 0.14% of the portfolio, ranked #49.

Summit Investment Advisory Services first reported a position in MDT in Q3 2023 and has held it in 9 quarters since. The position peaked at $466K in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Summit Investment Advisory Services held 4,399 shares of Medtronic worth $381K as of Q1 2026.
Summit Investment Advisory Services bought 8 Medtronic shares in Q1 2026, an estimated $766.
Medtronic made up 0.14% of Summit Investment Advisory Services's portfolio in Q1 2026, its #49 holding.
Summit Investment Advisory Services first reported a position in Medtronic in Q3 2023 and has held it in 9 quarters since.
Summit Investment Advisory Services's Medtronic position peaked at $466K in Q1 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.