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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's MDT Position: Q1 2026 in Review

Summit Securities Group reduced its Medtronic (MDT) stake by 99% in Q1 2026, selling an estimated $2.38M and leaving 211 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Summit Securities Group first reported a position in MDT in Q4 2013 and has held it in 32 quarters since. The position peaked at $14.6M in Q4 2014. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Summit Securities Group held 211 shares of Medtronic worth $18.3K as of Q1 2026.
  • Summit Securities Group sold 24,817 Medtronic shares in Q1 2026, an estimated $2.38M.
  • Medtronic made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #537 holding.
  • Summit Securities Group first reported a position in Medtronic in Q4 2013 and has held it in 32 quarters since.
  • Summit Securities Group's Medtronic position peaked at $14.6M in Q4 2014.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.