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 $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 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.