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Alliance Wealth Advisors (Pennsylvania)’s Medtronic MDT Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$485K Buy
6,196
+1,068
+21% +$86.2K 0.16% 92
2026
Q1 		$444K Buy
5,128
+14
+0.3% +$1.34K 0.19% 87
2025
Q4 		$491K Buy
5,114
+123
+2% +$11.9K 0.21% 79
2025
Q3 		$475K Buy
4,991
+227
+5% +$20.9K 0.21% 82
2025
Q2 		$415K Buy
4,764
+323
+7% +$27.4K 0.21% 84
2025
Q1 		$399K Buy
4,441
+113
+3% +$10.1K 0.23% 85
2024
Q4 		$346K Sell
4,328
-29
-0.7% -$2.51K 0.19% 97
2024
Q3 		$392K Buy
4,357
+90
+2% +$7.57K 0.22% 84
2024
Q2 		$336K Hold
4,267
– – 0.21% 91
2024
Q1 		$372K Buy
4,267
+536
+14% +$45.7K 0.23% 88
2023
Q4 		$307K Sell
3,731
-97
-3% -$7.39K 0.2% 96
2023
Q3 		$300K Buy
3,828
+41
+1% +$3.43K 0.22% 89
2023
Q2 		$334K Hold
3,787
– – 0.24% 87
2023
Q1 		$305K Sell
3,787
-73
-2% -$5.95K 0.23% 89
2022
Q4 		$300K Sell
3,860
-115
-3% -$9.32K 0.25% 84
2022
Q3 		$321K Sell
3,975
-97
-2% -$8.72K 0.3% 72
2022
Q2 		$365K Buy
4,072
+791
+24% +$80.1K 0.32% 69
2022
Q1 		$364K Buy
+3,281
New +$347K 0.3% 76

Other funds holding MDT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s MDT Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Medtronic (MDT) stake by 21% in Q2 2026, buying an estimated $86.2K and bringing the position to 6,196 shares worth $485K. The position accounts for 0.16% of the portfolio, ranked #92.

Alliance Wealth Advisors (Pennsylvania) first reported a position in MDT in Q1 2022 and has held it in 18 quarters since. The position peaked at $491K in Q4 2025. 357 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 6,196 shares of Medtronic worth $485K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 1,068 Medtronic shares in Q2 2026, an estimated $86.2K.
  • Medtronic made up 0.16% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #92 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Medtronic in Q1 2022 and has held it in 18 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Medtronic position peaked at $491K in Q4 2025.
  • 357 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.