SYM Financial Corp’s Medtronic MDT Stock Holding History

SYM Financial Corp’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 Q3	$438K	Buy	5,079 +1,584	+45%	+$140K	0.03%	185
2026 Q2	$273K	Buy	3,495 +172	+5%	+$13.9K	0.02%	278
2026 Q1	$288K	Sell	3,323 -1,916	-37%	-$184K	0.03%	231
2025 Q4	$503K	Sell	5,239 -204	-4%	-$19.8K	0.05%	128
2025 Q3	$518K	Sell	5,443 -3,262	-37%	-$300K	0.06%	114
2025 Q2	$759K	Sell	8,705 -2,367	-21%	-$201K	0.08%	79
2025 Q1	$995K	Buy	11,072 +5,353	+94%	+$479K	0.12%	51
2024 Q4	$457K	Buy	+5,719	New	+$495K	0.06%	103

Other funds holding MDT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

SYM Financial Corp's MDT Position: Q3 2026 in Review

SYM Financial Corp increased its Medtronic (MDT) stake by 45% in Q3 2026, buying an estimated $140K and bringing the position to 5,079 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #185.

SYM Financial Corp first reported a position in MDT in Q4 2024 and has held it in 8 quarters since. The position peaked at $995K in Q1 2025. 1,271 funds tracked by Wall St. Rank hold MDT as of Q3 2026.

SYM Financial Corp held 5,079 shares of Medtronic worth $438K as of Q3 2026.
SYM Financial Corp bought 1,584 Medtronic shares in Q3 2026, an estimated $140K.
Medtronic made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #185 holding.
SYM Financial Corp first reported a position in Medtronic in Q4 2024 and has held it in 8 quarters since.
SYM Financial Corp's Medtronic position peaked at $995K in Q1 2025.
1,271 funds tracked by Wall St. Rank held Medtronic as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.