1620 Investment Advisors’s Medtronic MDT Stock Holding History

1620 Investment Advisors’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	$584K	Buy	7,464 +230	+3%	+$18.6K	0.36%	75
2026 Q1	$627K	Sell	7,234 -5,197	-42%	-$498K	0.42%	69
2025 Q4	$1.19M	Sell	12,431 -3	-0%	-$291	0.8%	27
2025 Q3	$1.18M	Buy	12,434 +131	+1%	+$12K	0.8%	27
2025 Q2	$1.07M	Buy	12,303 +5,541	+82%	+$470K	0.76%	30
2025 Q1	$608K	Buy	6,762 +232	+4%	+$20.8K	0.47%	62
2024 Q4	$522K	Buy	6,530 +288	+5%	+$24.9K	0.4%	80
2024 Q3	$562K	Buy	6,242 +94	+2%	+$7.91K	0.41%	75
2024 Q2	$484K	Buy	6,148 +184	+3%	+$15.1K	0.37%	78
2024 Q1	$520K	Buy	+5,964	New	+$509K	0.52%	61

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

1620 Investment Advisors's MDT Position: Q2 2026 in Review

1620 Investment Advisors increased its Medtronic (MDT) stake by 3.2% in Q2 2026, buying an estimated $18.6K and bringing the position to 7,464 shares worth $584K. The position accounts for 0.36% of the portfolio, ranked #75.

1620 Investment Advisors first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

1620 Investment Advisors held 7,464 shares of Medtronic worth $584K as of Q2 2026.
1620 Investment Advisors bought 230 Medtronic shares in Q2 2026, an estimated $18.6K.
Medtronic made up 0.36% of 1620 Investment Advisors's portfolio in Q2 2026, its #75 holding.
1620 Investment Advisors first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
1620 Investment Advisors's Medtronic position peaked at $1.19M in Q4 2025.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.