AWM
MDT icon

Accurate Wealth Management’s Medtronic MDT Stock Holding History

Accurate 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 		$706K Buy
8,423
+1,157
+16% +$93.3K 0.07% 279
2026
Q1 		$634K Buy
7,266
+341
+5% +$32.7K 0.08% 263
2025
Q4 		$676K Sell
6,925
-49
-0.7% -$4.76K 0.09% 240
2025
Q3 		$673K Buy
6,974
+1,281
+23% +$118K 0.09% 239
2025
Q2 		$509K Buy
5,693
+555
+11% +$47.1K 0.08% 263
2025
Q1 		$426K Buy
5,138
+717
+16% +$64.2K 0.08% 223
2024
Q4 		$357K Buy
4,421
+159
+4% +$13.8K 0.07% 259
2024
Q3 		$383K Sell
4,262
-198
-4% -$16.7K 0.08% 242
2024
Q2 		$344K Sell
4,460
-278
-6% -$22.8K 0.08% 218
2024
Q1 		$377K Buy
4,738
+477
+11% +$40.7K 0.11% 181
2023
Q4 		$371K Sell
4,261
-322
-7% -$24.5K 0.12% 175
2023
Q3 		$334K Buy
4,583
+413
+10% +$34.6K 0.1% 180
2023
Q2 		$366K Buy
4,170
+227
+6% +$19.5K 0.11% 179
2023
Q1 		$316K Buy
3,943
+531
+16% +$43.3K 0.11% 185
2022
Q4 		$269K Sell
3,412
-472
-12% -$38.3K 0.1% 179
2022
Q3 		$318K Buy
3,884
+1,494
+63% +$134K 0.13% 130
2022
Q2 		$214K Sell
2,390
-50
-2% -$5.07K 0.12% 143
2022
Q1 		$271K Buy
2,440
+622
+34% +$65.7K 0.12% 128
2021
Q4 		$213K Buy
1,818
+53
+3% +$6.14K 0.17% 132
2021
Q3 		$220K Buy
+1,765
New +$228K 0.19% 128

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Accurate Wealth Management increased its Medtronic (MDT) stake by 16% in Q2 2026, buying an estimated $93.3K and bringing the position to 8,423 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #279.

Accurate Wealth Management first reported a position in MDT in Q3 2021 and has held it in 20 quarters since. 795 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Accurate Wealth Management held 8,423 shares of Medtronic worth $706K as of Q2 2026.
  • Accurate Wealth Management bought 1,157 Medtronic shares in Q2 2026, an estimated $93.3K.
  • Medtronic made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Accurate Wealth Management first reported a position in Medtronic in Q3 2021 and has held it in 20 quarters since.
  • 795 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.