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Arkadios Wealth Advisors’s Medtronic MDT Stock Holding History

Arkadios Wealth Advisors’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 		$10.9M Buy
139,771
+20,466
+17% +$1.65M 0.17% 139
2026
Q1 		$10.3M Buy
119,305
+8,335
+8% +$798K 0.17% 136
2025
Q4 		$10.7M Buy
110,970
+8,034
+8% +$780K 0.21% 108
2025
Q3 		$9.8M Buy
102,936
+9,243
+10% +$850K 0.24% 89
2025
Q2 		$8.17M Buy
93,693
+15,316
+20% +$1.3M 0.24% 86
2025
Q1 		$7.04M Buy
78,377
+13,753
+21% +$1.23M 0.27% 79
2024
Q4 		$5.16M Buy
64,624
+3,899
+6% +$338K 0.28% 76
2024
Q3 		$5.47M Buy
60,725
+11,178
+23% +$940K 0.31% 63
2024
Q2 		$3.9M Buy
49,547
+3,541
+8% +$290K 0.26% 79
2024
Q1 		$4.01M Buy
46,006
+486
+1% +$41.5K 0.31% 73
2023
Q4 		$3.75M Buy
45,520
+2,739
+6% +$209K 0.32% 73
2023
Q3 		$3.35M Buy
42,781
+16,228
+61% +$1.36M 0.32% 71
2023
Q2 		$2.34M Sell
26,553
-562
-2% -$48.4K 0.27% 91
2023
Q1 		$2.19M Buy
27,115
+3,183
+13% +$259K 0.26% 104
2022
Q4 		$1.86M Buy
23,932
+3,360
+16% +$272K 0.25% 110
2022
Q3 		$1.66M Buy
20,572
+17,648
+604% +$1.59M 0.25% 106
2022
Q2 		$262K Buy
2,924
+513
+21% +$52K 0.04% 429
2022
Q1 		$268K Sell
2,411
-109
-4% -$11.5K 0.04% 454
2021
Q4 		$261K Sell
2,520
-180
-7% -$20.8K 0.03% 483
2021
Q3 		$338K Sell
2,700
-17
-0.6% -$2.2K 0.05% 377
2021
Q2 		$337K Buy
2,717
+922
+51% +$116K 0.04% 422
2021
Q1 		$212K Buy
1,795
+137
+8% +$16.1K 0.03% 403
2020
Q4 		$194K Buy
1,658
+22
+1% +$2.42K 0.04% 330
2020
Q3 		$180K Sell
1,636
-238
-13% -$23.9K 0.09% 195
2020
Q2 		$177K Buy
1,874
+157
+9% +$15.1K 0.1% 165
2020
Q1 		$155K Sell
1,717
-147
-8% -$15.6K 0.1% 175
2019
Q4 		$218K Buy
+1,864
New +$205K 0.13% 142

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

Arkadios Wealth Advisors's MDT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Medtronic (MDT) stake by 17% in Q2 2026, buying an estimated $1.65M and bringing the position to 139,771 shares worth $10.9M. The position accounts for 0.17% of the portfolio, ranked #139.

Arkadios Wealth Advisors first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Arkadios Wealth Advisors held 139,771 shares of Medtronic worth $10.9M as of Q2 2026.
  • Arkadios Wealth Advisors bought 20,466 Medtronic shares in Q2 2026, an estimated $1.65M.
  • Medtronic made up 0.17% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Arkadios Wealth Advisors first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.