Allworth Financial’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Hold
0
– -$19K – 5184
2025
Q3
– Hold
0
– – – 2742

Other funds holding MDT

Allworth Financial's MDT Position: Q2 2026 in Review

Allworth Financial reduced its Medtronic (MDT) stake by 42% in Q2 2026, selling an estimated $2.95M and leaving 49,775 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #394.

Allworth Financial first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.32M in Q4 2025. 2,146 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Allworth Financial held 49,775 shares of Medtronic worth $3.89M as of Q2 2026.
  • Allworth Financial sold 36,596 Medtronic shares in Q2 2026, an estimated $2.95M.
  • Medtronic made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #394 holding.
  • Allworth Financial first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
  • Allworth Financial's Medtronic position peaked at $8.32M in Q4 2025.
  • 2,146 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.