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Symphony Financial’s Medtronic MDT Stock Holding History

Symphony Financial’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 		$312K Buy
3,893
+939
+32% +$75.7K 0.03% 254
2026
Q1 		$253K Sell
2,954
-1,051
-26% -$101K 0.03% 266
2025
Q4 		$386K Sell
4,005
-143
-3% -$13.9K 0.05% 193
2025
Q3 		$393K Buy
4,148
+2,641
+175% +$243K 0.05% 187
2025
Q2 		$228K Buy
+1,507
New +$128K 0.03% 234

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Symphony Financial's MDT Position: Q2 2026 in Review

Symphony Financial increased its Medtronic (MDT) stake by 32% in Q2 2026, buying an estimated $75.7K and bringing the position to 3,893 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #254.

Symphony Financial first reported a position in MDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $393K in Q3 2025. 1,806 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Symphony Financial held 3,893 shares of Medtronic worth $312K as of Q2 2026.
  • Symphony Financial bought 939 Medtronic shares in Q2 2026, an estimated $75.7K.
  • Medtronic made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #254 holding.
  • Symphony Financial first reported a position in Medtronic in Q2 2025 and has held it in 5 quarters since.
  • Symphony Financial's Medtronic position peaked at $393K in Q3 2025.
  • 1,806 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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