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Widmann Financial Services’s Medtronic MDT Stock Holding History

Widmann Financial Services’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 		$330K Sell
4,217
-640
-13% -$51.6K 0.18% 96
2026
Q1 		$421K Buy
4,857
+595
+14% +$57K 0.25% 77
2025
Q4 		$409K Sell
4,262
-176
-4% -$17.1K 0.25% 76
2025
Q3 		$423K Buy
4,438
+46
+1% +$4.23K 0.27% 73
2025
Q2 		$383K Buy
4,392
+120
+3% +$10.2K 0.27% 72
2025
Q1 		$384K Buy
4,272
+465
+12% +$41.6K 0.3% 71
2024
Q4 		$304K Buy
3,807
+650
+21% +$56.3K 0.24% 77
2024
Q3 		$284K Sell
3,157
-192
-6% -$16.2K 0.22% 83
2024
Q2 		$264K Buy
3,349
+121
+4% +$9.92K 0.21% 81
2024
Q1 		$281K Sell
3,228
-70
-2% -$5.97K 0.24% 78
2023
Q4 		$272K Sell
3,298
-380
-10% -$29K 0.24% 76
2023
Q3 		$288K Hold
3,678
– – 0.29% 67
2023
Q2 		$324K Buy
3,678
+175
+5% +$15.1K 0.31% 62
2023
Q1 		$282K Sell
3,503
-100
-3% -$8.15K 0.28% 64
2022
Q4 		$280K Hold
3,603
– – 0.29% 63
2022
Q3 		$291K Hold
3,603
– – 0.32% 65
2022
Q2 		$323K Hold
3,603
– – 0.33% 64
2022
Q1 		$399K Sell
3,603
-59
-2% -$6.23K 0.35% 58
2021
Q4 		$378K Buy
+3,662
New +$424K 0.31% 59

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

Widmann Financial Services's MDT Position: Q2 2026 in Review

Widmann Financial Services reduced its Medtronic (MDT) stake by 13% in Q2 2026, selling an estimated $51.6K and leaving 4,217 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #96.

Widmann Financial Services first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $423K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Widmann Financial Services held 4,217 shares of Medtronic worth $330K as of Q2 2026.
  • Widmann Financial Services sold 640 Medtronic shares in Q2 2026, an estimated $51.6K.
  • Medtronic made up 0.18% of Widmann Financial Services's portfolio in Q2 2026, its #96 holding.
  • Widmann Financial Services first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Medtronic position peaked at $423K in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.