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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
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

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

SYM Financial Corp's MDT Position: Q2 2026 in Review

SYM Financial Corp increased its Medtronic (MDT) stake by 5.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 3,495 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #278.

SYM Financial Corp first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $995K in Q1 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • SYM Financial Corp held 3,495 shares of Medtronic worth $273K as of Q2 2026.
  • SYM Financial Corp bought 172 Medtronic shares in Q2 2026, an estimated $13.9K.
  • Medtronic made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #278 holding.
  • SYM Financial Corp first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • SYM Financial Corp's Medtronic position peaked at $995K in Q1 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.