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

Alliance Wealth Advisors (Utah)’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 		$1.19M Sell
15,173
-6,101
-29% -$492K 0.22% 61
2026
Q1 		$1.84M Sell
21,274
-10,029
-32% -$961K 0.4% 44
2025
Q4 		$3.01M Sell
31,303
-15,236
-33% -$1.48M 0.65% 40
2025
Q3 		$4.43M Sell
46,539
-2,282
-5% -$210K 1.04% 22
2025
Q2 		$4.26M Sell
48,821
-1,307
-3% -$111K 1.02% 23
2025
Q1 		$4.5M Sell
50,128
-4,328
-8% -$387K 1.18% 15
2024
Q4 		$4.35M Buy
54,456
+145
+0.3% +$12.6K 1.12% 17
2024
Q3 		$4.89M Buy
54,311
+3,626
+7% +$305K 1.29% 13
2024
Q2 		$3.99M Buy
50,685
+1,403
+3% +$115K 1.17% 18
2024
Q1 		$4.29M Buy
49,282
+3,587
+8% +$306K 1.28% 14
2023
Q4 		$3.76M Buy
45,695
+1,068
+2% +$81.4K 1.26% 18
2023
Q3 		$3.5M Buy
44,627
+3,684
+9% +$308K 1.3% 17
2023
Q2 		$3.61M Buy
40,943
+23,944
+141% +$2.06M 1.34% 15
2023
Q1 		$1.37M Buy
16,999
+5,853
+53% +$477K 0.55% 56
2022
Q4 		$866K Buy
+11,146
New +$903K 0.39% 70

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah) reduced its Medtronic (MDT) stake by 29% in Q2 2026, selling an estimated $492K and leaving 15,173 shares worth $1.19M. The position accounts for 0.22% of the portfolio, ranked #61.

Alliance Wealth Advisors (Utah) first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.89M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 15,173 shares of Medtronic worth $1.19M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 6,101 Medtronic shares in Q2 2026, an estimated $492K.
  • Medtronic made up 0.22% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #61 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Medtronic position peaked at $4.89M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.