Synergy Financial Group’s Medtronic MDT Stock Holding History

Synergy Financial Group’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	$254K	Buy	+2,932	New	+$281K	0.19%	102

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Financial Group's MDT Position: Q1 2026 in Review

Synergy Financial Group opened a new position in Medtronic (MDT) in Q1 2026: 2,932 shares worth $254K. The stake represents 0.19% of the portfolio and ranks #102 among its holdings.

2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Synergy Financial Group held 2,932 shares of Medtronic worth $254K as of Q1 2026.
Medtronic was a new Synergy Financial Group position in Q1 2026.
Medtronic made up 0.19% of Synergy Financial Group's portfolio in Q1 2026, its #102 holding.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.