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Apella Capital’s Medtronic MDT Stock Holding History

Apella Capital’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 		$287K Sell
3,428
-152
-4% -$12.3K ﹤0.01% 589
2026
Q1 		$309K Buy
+3,580
New +$343K ﹤0.01% 549

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
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

Apella Capital's MDT Position: Q2 2026 in Review

Apella Capital reduced its Medtronic (MDT) stake by 4.2% in Q2 2026, selling an estimated $12.3K and leaving 3,428 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Apella Capital first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $309K in Q1 2026. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Apella Capital held 3,428 shares of Medtronic worth $287K as of Q2 2026.
  • Apella Capital sold 152 Medtronic shares in Q2 2026, an estimated $12.3K.
  • Medtronic made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #589 holding.
  • Apella Capital first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's Medtronic position peaked at $309K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.