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Synergy Investment Management’s Medtronic MDT Stock Holding History

Synergy Investment 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 		$13.3K Buy
152
+132
+660% +$10.6K ﹤0.01% 585
2026
Q1 		$1.73K Buy
+20
New +$1.92K ﹤0.01% 708

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Synergy Investment Management increased its Medtronic (MDT) stake by 660% in Q2 2026, buying an estimated $10.6K and bringing the position to 152 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Synergy Investment Management first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Synergy Investment Management held 152 shares of Medtronic worth $13.3K as of Q2 2026.
  • Synergy Investment Management bought 132 Medtronic shares in Q2 2026, an estimated $10.6K.
  • Medtronic made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #585 holding.
  • Synergy Investment Management first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.