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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYM Financial Corp's MDT Position: Q1 2026 in Review

SYM Financial Corp reduced its Medtronic (MDT) stake by 37% in Q1 2026, selling an estimated $184K and leaving 3,323 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #231.

SYM Financial Corp first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $995K in Q1 2025. 2,230 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • SYM Financial Corp held 3,323 shares of Medtronic worth $288K as of Q1 2026.
  • SYM Financial Corp sold 1,916 Medtronic shares in Q1 2026, an estimated $184K.
  • Medtronic made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #231 holding.
  • SYM Financial Corp first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Medtronic position peaked at $995K in Q1 2025.
  • 2,230 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.