Synergy Asset Management’s Medtronic MDT Stock Holding History

Synergy Asset Management’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	$2.56M	Sell	32,771 -1,704	-5%	-$137K	0.24%	72
2026 Q1	$2.99M	Sell	34,475 -597	-2%	-$57.2K	0.32%	59
2025 Q4	$3.37M	Sell	35,072 -222,726	-86%	-$21.6M	0.35%	54
2025 Q3	$22.5M	Buy	257,798 +128,899	+100%	+$11.8M	0.81%	30
2025 Q2	$11.2M	Buy	128,899 +30,585	+31%	+$2.59M	1.29%	21
2025 Q1	$8.83M	Sell	98,314 -129,488	-57%	-$11.6M	1.11%	24
2024 Q4	$19.4M	Buy	227,802 +117,809	+107%	+$10.2M	1.5%	16
2024 Q3	$9.9M	Buy	109,993 +60,865	+124%	+$5.12M	1.51%	15
2024 Q2	$3.87M	Buy	+49,128	New	+$4.03M	0.61%	41
2024 Q1	–	Sell	-39,888	Closed	-$3.29M	–	155
2023 Q4	$3.29M	Buy	+39,888	New	+$3.04M	0.59%	45
2023 Q2	–	Sell	-35,693	Closed	-$2.88M	–	114
2023 Q1	$2.88M	Sell	35,693 -350	-1%	-$28.5K	0.69%	44
2022 Q4	$2.8M	Buy	+36,043	New	+$2.92M	0.72%	42
2022 Q2	–	Sell	-30,517	Closed	-$3.39M	–	117
2022 Q1	$3.39M	Buy	+30,517	New	+$3.22M	0.82%	38

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Synergy Asset Management's MDT Position: Q2 2026 in Review

Synergy Asset Management reduced its Medtronic (MDT) stake by 4.9% in Q2 2026, selling an estimated $137K and leaving 32,771 shares worth $2.56M. The position accounts for 0.24% of the portfolio, ranked #72.

Synergy Asset Management first reported a position in MDT in Q1 2022 and has held it in 13 quarters since. The position peaked at $22.5M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Synergy Asset Management held 32,771 shares of Medtronic worth $2.56M as of Q2 2026.
Synergy Asset Management sold 1,704 Medtronic shares in Q2 2026, an estimated $137K.
Medtronic made up 0.24% of Synergy Asset Management's portfolio in Q2 2026, its #72 holding.
Synergy Asset Management first reported a position in Medtronic in Q1 2022 and has held it in 13 quarters since.
Synergy Asset Management's Medtronic position peaked at $22.5M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.