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Team Financial Group’s Medtronic MDT Stock Holding History

Team 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
-357
Closed -$30.9K – 174
2026
Q1 		$30.9K Hold
357
– – 0.01% 136
2025
Q4 		$34.3K Hold
357
– – 0.02% 126
2025
Q3 		$34K Hold
357
– – 0.02% 121
2025
Q2 		$31.1K Buy
+357
New +$30.3K 0.02% 113
2024
Q1 		– Sell
-357
Closed -$29.4K – 138
2023
Q4 		$29.4K Hold
357
– – 0.02% 86
2023
Q3 		$28.2K Buy
+357
New +$29.9K 0.02% 83

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Team Financial Group's MDT Position: Q2 2026 in Review

Team Financial Group sold out of Medtronic (MDT) in Q2 2026, closing a stake of 357 shares — an estimated $30.9K sold.

Team Financial Group first reported a position in MDT in Q3 2023 and held it in 6 quarters. The position peaked at $34.3K in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Team Financial Group reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 357 Medtronic shares in Q2 2026, an estimated $30.9K.
  • Team Financial Group first reported a position in Medtronic in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Medtronic position peaked at $34.3K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.