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USA Financial Formulas’s Medtronic MDT Stock Holding History

USA Financial Formulas’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
-3,193
Closed -$277K – 486
2026
Q1 		$277K Buy
3,193
+196
+7% +$18.8K 0.05% 95
2025
Q4 		$288K Buy
+2,997
New +$291K 0.05% 103
2025
Q2 		– Sell
-7,330
Closed -$659K – 320
2025
Q1 		$659K Buy
7,330
+4,523
+161% +$405K 0.11% 79
2024
Q4 		$224K Buy
2,807
+150
+6% +$13K 0.04% 155
2024
Q3 		$239K Buy
2,657
+2,640
+15,529% +$222K 0.04% 141
2024
Q2 		$1.34K Hold
17
– – ﹤0.01% 293
2024
Q1 		$1.48K Buy
+17
New +$1.45K ﹤0.01% 294
2022
Q1 		– Sell
-16
Closed -$2K – 437
2021
Q4 		$2K Sell
16
-532
-97% -$61.6K ﹤0.01% 270
2021
Q3 		$69K Buy
548
+90
+20% +$11.6K 0.06% 168
2021
Q2 		$57K Sell
458
-234
-34% -$29.4K 0.05% 203
2021
Q1 		$82K Buy
692
+669
+2,909% +$78.4K 0.07% 178
2020
Q4 		$3K Sell
23
-2
-8% -$220 ﹤0.01% 220
2020
Q3 		$3K Buy
25
+18
+257% +$1.81K ﹤0.01% 199
2020
Q2 		$1K Sell
7
-1
-13% -$96 ﹤0.01% 184
2020
Q1 		$1K Sell
8
-25,125
-100% -$2.67M ﹤0.01% 186
2019
Q4 		$2.85M Buy
25,133
+23,672
+1,620% +$2.6M 1.18% 27
2019
Q3 		$159K Buy
+1,461
New +$152K 0.06% 148
2019
Q1 		– Sell
-3,441
Closed -$338K – 251
2018
Q4 		$338K Buy
+3,441
New +$322K 0.08% 202
2015
Q2 		– Sell
-34,084
Closed -$2.66M – 253
2015
Q1 		$2.66M Buy
+34,084
New +$2.58M 0.87% 32

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

USA Financial Formulas's MDT Position: Q2 2026 in Review

USA Financial Formulas sold out of Medtronic (MDT) in Q2 2026, closing a stake of 3,193 shares — an estimated $277K sold.

USA Financial Formulas first reported a position in MDT in Q1 2015 and held it in 19 quarters. The position peaked at $2.85M in Q4 2019. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • USA Financial Formulas reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 3,193 Medtronic shares in Q2 2026, an estimated $277K.
  • USA Financial Formulas first reported a position in Medtronic in Q1 2015 and held it in 19 quarters.
  • USA Financial Formulas's Medtronic position peaked at $2.85M in Q4 2019.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.