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Summit Wealth Group (Colorado)’s Medtronic MDT Stock Holding History

Summit Wealth Group (Colorado)’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 		$215K Sell
2,745
-113
-4% -$9.12K 0.02% 370
2026
Q1 		$248K Buy
+2,858
New +$274K 0.03% 290
2025
Q4 		– Sell
-24,284
Closed -$1.9M – 471
2025
Q3 		$1.9M Buy
+24,284
New +$2.23M 0.2% 88

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 Wealth Group (Colorado)'s MDT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Medtronic (MDT) stake by 4% in Q2 2026, selling an estimated $9.12K and leaving 2,745 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #370.

Summit Wealth Group (Colorado) first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.9M in Q3 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,745 shares of Medtronic worth $215K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 113 Medtronic shares in Q2 2026, an estimated $9.12K.
  • Medtronic made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #370 holding.
  • Summit Wealth Group (Colorado) first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Medtronic position peaked at $1.9M in Q3 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.