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
2022 Q1	–	Sell	-1,200	Closed	-$124K	–	1247
2021 Q4	$124K	Buy	1,200 +980	+445%	+$113K	0.01%	670
2021 Q3	$2.76M	Buy	+220	New	+$28.5K	0.21%	108
2020 Q3	–	Sell	-76	Closed	-$697K	–	452
2020 Q2	$697K	Buy	+76	New	+$7.29K	0.09%	189
2020 Q1	–	Sell	-32	Closed	-$363K	–	399
2019 Q4	$363K	Buy	+32	New	+$3.51K	0.03%	318
2015 Q1	–	Sell	-493	Closed	-$6K	–	543
2014 Q4	$6K	Buy	+493	New	+$34.2K	﹤0.01%	492
2014 Q3	–	Sell	-51	Closed	-$1K	–	759
2014 Q2	$1K	Buy	+51	New	+$3.1K	﹤0.01%	529

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 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.