AWM
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Accel Wealth Management’s Medtronic MDT Stock Holding History

Accel Wealth Management’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
-2,459
Closed -$213K – 310
2026
Q1 		$213K Buy
2,459
+17
+0.7% +$1.63K 0.06% 265
2025
Q4 		$235K Sell
2,442
-5
-0.2% -$486 0.06% 244
2025
Q3 		$233K Sell
2,447
-123
-5% -$11.3K 0.07% 241
2025
Q2 		$224K Buy
+2,570
New +$218K 0.07% 231
2023
Q2 		– Sell
-970
Closed -$78.2K – 578
2023
Q1 		$78.2K Sell
970
-128
-12% -$10.4K 0.03% 380
2022
Q4 		$85.3K Buy
1,098
+58
+6% +$4.7K 0.04% 267
2022
Q3 		$88K Buy
1,040
+4
+0.4% +$359 0.05% 266
2022
Q2 		$92K Buy
1,036
+2
+0.2% +$203 0.05% 250
2022
Q1 		$116K Sell
1,034
-73
-7% -$7.71K 0.06% 236
2021
Q4 		$114K Buy
1,107
+3
+0.3% +$347 0.06% 241
2021
Q3 		$138K Buy
1,104
+3
+0.3% +$388 0.09% 178
2021
Q2 		$137K Buy
1,101
+277
+34% +$34.8K 0.09% 195
2021
Q1 		$97K Buy
824
+1
+0.1% +$117 0.08% 221
2020
Q4 		$96K Buy
+823
New +$90.6K 0.09% 209

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Accel Wealth Management's MDT Position: Q2 2026 in Review

Accel Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,459 shares — an estimated $213K sold.

Accel Wealth Management first reported a position in MDT in Q4 2020 and held it in 14 quarters. The position peaked at $235K in Q4 2025. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Accel Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Accel Wealth Management sold 2,459 Medtronic shares in Q2 2026, an estimated $213K.
  • Accel Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 14 quarters.
  • Accel Wealth Management's Medtronic position peaked at $235K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.