Talbot Financial’s Medtronic MDT Stock Holding History

Talbot 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	$15.7M	Buy	200,207 +7,241	+4%	+$584K	1.15%	29
2026 Q1	$16.7M	Buy	192,966 +4,147	+2%	+$397K	1.41%	29
2025 Q4	$18.1M	Sell	188,819 -1,903	-1%	-$185K	1.49%	22
2025 Q3	$18.2M	Buy	190,722 +12,716	+7%	+$1.17M	1.54%	26
2025 Q2	$15.5M	Buy	178,006 +43,279	+32%	+$3.67M	1.47%	26
2025 Q1	$12.1M	Buy	134,727 +1,274	+1%	+$114K	1.52%	26
2024 Q4	$10.7M	Buy	133,453 +8,031	+6%	+$695K	1.27%	33
2024 Q3	$11.3M	Buy	125,422 +4,371	+4%	+$368K	1.37%	29
2024 Q2	$9.53M	Buy	121,051 +8,029	+7%	+$658K	1.23%	30
2024 Q1	$9.85M	Buy	113,022 +9,642	+9%	+$823K	1.32%	30
2023 Q4	$8.52M	Buy	103,380 +6,601	+7%	+$503K	1.28%	33
2023 Q3	$7.58M	Buy	96,779 +5,399	+6%	+$452K	1.32%	34
2023 Q2	$8.05M	Buy	+91,380	New	+$7.87M	1.37%	31

Other funds holding MDT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Talbot Financial's MDT Position: Q2 2026 in Review

Talbot Financial increased its Medtronic (MDT) stake by 3.8% in Q2 2026, buying an estimated $584K and bringing the position to 200,207 shares worth $15.7M. The position accounts for 1.15% of the portfolio, ranked #29.

Talbot Financial first reported a position in MDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.2M in Q3 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Talbot Financial held 200,207 shares of Medtronic worth $15.7M as of Q2 2026.
Talbot Financial bought 7,241 Medtronic shares in Q2 2026, an estimated $584K.
Medtronic made up 1.15% of Talbot Financial's portfolio in Q2 2026, its #29 holding.
Talbot Financial first reported a position in Medtronic in Q2 2023 and has held it in 13 quarters since.
Talbot Financial's Medtronic position peaked at $18.2M in Q3 2025.
372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Talbot Financial's 13F filing for Q2 2026, filed 14 Jul 2026.