Atwood & Palmer’s Medtronic MDT Stock Holding History

Atwood & Palmer’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	$60.6K	Hold	775	–	–	﹤0.01%	234
2026 Q1	$67.2K	Hold	775	–	–	﹤0.01%	228
2025 Q4	$74.4K	Hold	775	–	–	﹤0.01%	209
2025 Q3	$73.8K	Hold	775	–	–	﹤0.01%	214
2025 Q2	$67.6K	Hold	775	–	–	﹤0.01%	220
2025 Q1	$69.6K	Sell	775 -99	-11%	-$8.86K	﹤0.01%	202
2024 Q4	$69.8K	Buy	874 +21	+2%	+$1.82K	﹤0.01%	203
2024 Q3	$76.8K	Buy	853 +78	+10%	+$6.56K	0.01%	203
2024 Q2	$61K	Hold	775	–	–	﹤0.01%	215
2024 Q1	$67.5K	Hold	775	–	–	0.01%	202
2023 Q4	$63.8K	Hold	775	–	–	0.01%	209
2023 Q3	$60.7K	Hold	775	–	–	0.01%	206
2023 Q2	$68.3K	Hold	775	–	–	0.01%	207
2023 Q1	$62.5K	Hold	775	–	–	0.01%	197
2022 Q4	$60.2K	Hold	775	–	–	0.01%	204
2022 Q3	$63K	Hold	775	–	–	0.01%	192
2022 Q2	$70K	Sell	775 -200	-21%	-$20.3K	0.01%	187
2022 Q1	$108K	Buy	975 +200	+26%	+$21.1K	0.01%	174
2021 Q4	$80K	Hold	775	–	–	0.01%	201
2021 Q3	$97K	Hold	775	–	–	0.01%	190
2021 Q2	$96K	Hold	775	–	–	0.01%	187
2021 Q1	$92K	Hold	775	–	–	0.01%	185
2020 Q4	$91K	Buy	+775	New	+$85.3K	0.01%	175
2020 Q3	–	Sell	-100	Closed	-$9K	–	338
2020 Q2	$9K	Hold	100	–	–	﹤0.01%	265
2020 Q1	$9K	Buy	+100	New	+$10.6K	﹤0.01%	253
2017 Q3	–	Sell	-3,500	Closed	-$311K	–	310
2017 Q2	$311K	Hold	3,500	–	–	0.05%	104
2017 Q1	$282K	Hold	3,500	–	–	0.05%	101
2016 Q4	$249K	Hold	3,500	–	–	0.04%	103
2016 Q3	$302K	Hold	3,500	–	–	0.05%	94
2016 Q2	$304K	Hold	3,500	–	–	0.05%	93
2016 Q1	$263K	Hold	3,500	–	–	0.05%	99
2015 Q4	$269K	Hold	3,500	–	–	0.05%	112
2015 Q3	$234K	Hold	3,500	–	–	0.05%	113
2015 Q2	$259K	Hold	3,500	–	–	0.05%	114
2015 Q1	$273K	Sell	3,500 -4,000	-53%	-$303K	0.05%	108
2014 Q4	$542K	Sell	7,500 -6,000	-44%	-$417K	0.1%	89
2014 Q3	$836K	Buy	13,500 +3,500	+35%	+$223K	0.16%	75
2014 Q2	$638K	Sell	10,000 -3,500	-26%	-$213K	0.17%	75
2014 Q1	$831K	Hold	13,500	–	–	0.19%	54
2013 Q4	$775K	Hold	13,500	–	–	0.19%	53
2013 Q3	$719K	Hold	13,500	–	–	0.2%	53
2013 Q2	$695K	Buy	+13,500	New	+$667K	0.19%	59

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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Atwood & Palmer's MDT Position: Q2 2026 in Review

Atwood & Palmer held its Medtronic (MDT) position steady in Q2 2026 at 775 shares worth $60.6K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Atwood & Palmer first reported a position in MDT in Q2 2013 and has held it in 42 quarters since. The position peaked at $836K in Q3 2014. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Atwood & Palmer held 775 shares of Medtronic worth $60.6K as of Q2 2026.
Atwood & Palmer left its Medtronic share count unchanged in Q2 2026.
Medtronic made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #234 holding.
Atwood & Palmer first reported a position in Medtronic in Q2 2013 and has held it in 42 quarters since.
Atwood & Palmer's Medtronic position peaked at $836K in Q3 2014.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.