Allen Wealth Management’s Medtronic MDT Stock Holding History

Allen 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	$1.71M	Sell	21,855 -299	-1%	-$24.1K	0.83%	28
2026 Q1	$1.92M	Buy	22,154 +620	+3%	+$59.4K	0.96%	23
2025 Q4	$2.07M	Buy	21,534 +157	+0.7%	+$15.3K	1.24%	19
2025 Q3	$2.04M	Sell	21,377 -286	-1%	-$26.3K	1.38%	15
2025 Q2	$1.89M	Buy	21,663 +359	+2%	+$30.4K	1.32%	15
2025 Q1	$1.91M	Buy	21,304 +389	+2%	+$34.8K	1.32%	16
2024 Q4	$1.67M	Buy	20,915 +1,324	+7%	+$115K	1.2%	18
2024 Q3	$1.76M	Buy	19,591 +2,097	+12%	+$176K	1.22%	21
2024 Q2	$1.38M	Buy	17,494 +1,138	+7%	+$93.3K	1.23%	20
2024 Q1	$1.43M	Buy	+16,356	New	+$1.4M	1.26%	20

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

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

Allen Wealth Management reduced its Medtronic (MDT) stake by 1.3% in Q2 2026, selling an estimated $24.1K and leaving 21,855 shares worth $1.71M. The position accounts for 0.83% of the portfolio, ranked #28.

Allen Wealth Management first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.07M in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Allen Wealth Management held 21,855 shares of Medtronic worth $1.71M as of Q2 2026.
Allen Wealth Management sold 299 Medtronic shares in Q2 2026, an estimated $24.1K.
Medtronic made up 0.83% of Allen Wealth Management's portfolio in Q2 2026, its #28 holding.
Allen Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
Allen Wealth Management's Medtronic position peaked at $2.07M in Q4 2025.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.