Atticus Wealth Management’s Medtronic MDT Stock Holding History

Atticus Wealth Management’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	$422K	Sell	5,391 -1,163	-18%	-$93.8K	0.1%	123
2026 Q1	$568K	Buy	6,554 +22	+0.3%	+$2.11K	0.15%	97
2025 Q4	$627K	Sell	6,532 -13	-0.2%	-$1.26K	0.16%	97
2025 Q3	$623K	Buy	6,545 +2,250	+52%	+$207K	0.16%	91
2025 Q2	$374K	Buy	4,295 +4,205	+4,672%	+$357K	0.1%	107
2025 Q1	$8.09K	Hold	90	–	–	﹤0.01%	397
2024 Q4	$7.19K	Hold	90	–	–	﹤0.01%	409
2024 Q3	$8.1K	Sell	90 -8	-8%	-$673	﹤0.01%	407
2024 Q2	$7.71K	Hold	98	–	–	﹤0.01%	403
2024 Q1	$8.54K	Hold	98	–	–	﹤0.01%	410
2023 Q4	$8.07K	Hold	98	–	–	﹤0.01%	422
2023 Q3	$7.68K	Hold	98	–	–	﹤0.01%	431
2023 Q2	$8.63K	Sell	98 -83	-46%	-$7.14K	﹤0.01%	413
2023 Q1	$14.6K	Sell	181 -914	-83%	-$74.5K	0.01%	352
2022 Q4	$85.4K	Sell	1,095 -260	-19%	-$21.1K	0.04%	192
2022 Q3	$122K	Hold	1,355	–	–	0.06%	148
2022 Q2	$122K	Sell	1,355 -252	-16%	-$25.5K	0.05%	165
2022 Q1	$178K	Buy	1,607 +317	+25%	+$33.5K	0.07%	152
2021 Q4	$133K	Buy	+1,290	New	+$149K	0.05%	145
2020 Q1	–	Sell	-21	Closed	-$2K	–	381
2019 Q4	$2K	Buy	+21	New	+$2.3K	﹤0.01%	282

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Atticus Wealth Management's MDT Position: Q2 2026 in Review

Atticus Wealth Management reduced its Medtronic (MDT) stake by 18% in Q2 2026, selling an estimated $93.8K and leaving 5,391 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #123.

Atticus Wealth Management first reported a position in MDT in Q4 2019 and has held it in 20 quarters since. The position peaked at $627K in Q4 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Atticus Wealth Management held 5,391 shares of Medtronic worth $422K as of Q2 2026.
Atticus Wealth Management sold 1,163 Medtronic shares in Q2 2026, an estimated $93.8K.
Medtronic made up 0.1% of Atticus Wealth Management's portfolio in Q2 2026, its #123 holding.
Atticus Wealth Management first reported a position in Medtronic in Q4 2019 and has held it in 20 quarters since.
Atticus Wealth Management's Medtronic position peaked at $627K in Q4 2025.
372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.