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 Q2	–	Sell	-2,932	Closed	-$254K	–	127
2026 Q1	$254K	Buy	+2,932	New	+$281K	0.19%	102

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 Financial Group's MDT Position: Q2 2026 in Review

Synergy Financial Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,932 shares — an estimated $254K sold.

Synergy Financial Group first reported a position in MDT in Q1 2026 and held it in 1 quarter. The position peaked at $254K in Q1 2026. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Synergy Financial Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Synergy Financial Group sold 2,932 Medtronic shares in Q2 2026, an estimated $254K.
Synergy Financial Group first reported a position in Medtronic in Q1 2026 and held it in 1 quarter.
Synergy Financial Group's Medtronic position peaked at $254K in Q1 2026.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.