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Summit Wealth Partners’s Medtronic MDT Stock Holding History

Summit Wealth Partners’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 		$265K Sell
3,393
-260
-7% -$21K 0.04% 248
2026
Q1 		$317K Buy
+3,653
New +$350K 0.05% 213

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 Partners's MDT Position: Q2 2026 in Review

Summit Wealth Partners reduced its Medtronic (MDT) stake by 7.1% in Q2 2026, selling an estimated $21K and leaving 3,393 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #248.

Summit Wealth Partners first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $317K in Q1 2026. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Summit Wealth Partners held 3,393 shares of Medtronic worth $265K as of Q2 2026.
  • Summit Wealth Partners sold 260 Medtronic shares in Q2 2026, an estimated $21K.
  • Medtronic made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • Summit Wealth Partners first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's Medtronic position peaked at $317K in Q1 2026.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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