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 Q2	$268K	Sell	3,420 -979	-22%	-$79K	0.07%	77
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Summit Investment Advisory Services's MDT Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its Medtronic (MDT) stake by 22% in Q2 2026, selling an estimated $79K and leaving 3,420 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #77.

Summit Investment Advisory Services first reported a position in MDT in Q3 2023 and has held it in 10 quarters since. The position peaked at $466K in Q1 2024. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Summit Investment Advisory Services held 3,420 shares of Medtronic worth $268K as of Q2 2026.
Summit Investment Advisory Services sold 979 Medtronic shares in Q2 2026, an estimated $79K.
Medtronic made up 0.07% of Summit Investment Advisory Services's portfolio in Q2 2026, its #77 holding.
Summit Investment Advisory Services first reported a position in Medtronic in Q3 2023 and has held it in 10 quarters since.
Summit Investment Advisory Services's Medtronic position peaked at $466K in Q1 2024.
2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.