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Summit Securities Group’s Medtronic MDT Stock Holding History

Summit Securities Group’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
2021
Q3 		– Sell
-27
Closed -$335K – 811
2021
Q2 		$335K Buy
+27
New +$3.39K 0.03% 493
2020
Q3 		– Sell
-76
Closed -$697K – 450
2020
Q2 		$697K Buy
+76
New +$7.29K 0.09% 188
2018
Q3 		– Sell
-300
Closed -$2.57M – 240
2018
Q2 		$2.57M Buy
+300
New +$25.1K 0.37% 42

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 Securities Group's MDT Position: Q2 2026 in Review

Summit Securities Group increased its Medtronic (MDT) stake by 367% in Q2 2026, buying an estimated $62.4K and bringing the position to 985 shares worth $77.1K. The position accounts for 0.01% of the portfolio, ranked #487.

Summit Securities Group first reported a position in MDT in Q4 2013 and has held it in 33 quarters since. The position peaked at $14.6M in Q4 2014. 2,135 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Summit Securities Group held 985 shares of Medtronic worth $77.1K as of Q2 2026.
  • Summit Securities Group bought 774 Medtronic shares in Q2 2026, an estimated $62.4K.
  • Medtronic made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #487 holding.
  • Summit Securities Group first reported a position in Medtronic in Q4 2013 and has held it in 33 quarters since.
  • Summit Securities Group's Medtronic position peaked at $14.6M in Q4 2014.
  • 2,135 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.