Avidian Wealth Enterprises’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.12M Buy
52,708
+15,934
+43% +$1.29M 0.11% 126
2026
Q1
$3.19M Buy
36,774
+21,949
+148% +$2.1M 0.1% 136
2025
Q4
$1.42M Sell
14,825
-603
-4% -$58.6K 0.05% 178
2025
Q3
$1.47M Buy
15,428
+867
+6% +$79.7K 0.06% 173
2025
Q2
$1.27M Sell
14,561
-40
-0.3% -$3.39K 0.05% 177
2025
Q1
$1.31M Buy
14,601
+3,385
+30% +$303K 0.06% 162
2024
Q4
$896K Sell
11,216
-2,413
-18% -$209K 0.04% 204
2024
Q3
$1.23M Buy
13,629
+1,273
+10% +$107K 0.06% 160
2024
Q2
$973K Sell
12,356
-956
-7% -$78.4K 0.04% 188
2024
Q1
$1.16M Buy
13,312
+847
+7% +$72.3K 0.06% 151
2023
Q4
$1.03M Sell
12,465
-865
-6% -$65.9K 0.06% 164
2023
Q3
$1.04M Sell
13,330
-6,989
-34% -$585K 0.07% 156
2023
Q2
$1.79M Sell
20,319
-20,386
-50% -$1.76M 0.12% 118
2023
Q1
$3.28M Buy
40,705
+5,985
+17% +$488K 0.18% 107
2022
Q4
$2.7M Buy
34,720
+4,322
+14% +$350K 0.18% 101
2022
Q3
$2.46M Buy
30,398
+1,506
+5% +$135K 0.18% 81
2022
Q2
$2.59M Buy
28,892
+2,224
+8% +$225K 0.18% 90
2022
Q1
$2.96M Buy
26,668
+1,909
+8% +$202K 0.18% 95
2021
Q4
$2.56M Buy
24,759
+3,075
+14% +$356K 0.16% 103
2021
Q3
$2.72M Buy
21,684
+1,608
+8% +$208K 0.21% 78
2021
Q2
$2.49M Sell
20,076
-1,179
-6% -$148K 0.19% 86
2021
Q1
$2.51M Sell
21,255
-106
-0.5% -$12.4K 0.21% 77
2020
Q4
$2.5M Buy
21,361
+1,888
+10% +$208K 0.24% 65
2020
Q3
$2.02M Buy
19,473
+963
+5% +$96.7K 0.23% 68
2020
Q2
$1.7M Buy
18,510
+509
+3% +$48.8K 0.23% 66
2020
Q1
$1.62M Buy
18,001
+2,432
+16% +$259K 0.26% 48
2019
Q4
$1.77M Buy
15,569
+623
+4% +$68.4K 0.25% 43
2019
Q3
$1.62M Buy
14,946
+9,779
+189% +$1.02M 0.27% 36
2019
Q2
$503K Buy
5,167
+132
+3% +$12.1K 0.12% 70
2019
Q1
$459K Buy
5,035
+1,238
+33% +$111K 0.1% 73
2018
Q4
$345K Buy
3,797
+278
+8% +$26K 0.12% 56
2018
Q3
$346K Sell
3,519
-15,447
-81% -$1.43M 0.11% 74
2018
Q2
$1.62M Buy
18,966
+3,066
+19% +$256K 0.51% 24
2018
Q1
$1.27M Buy
15,900
+1,370
+9% +$113K 0.43% 24
2017
Q4
$1.17K Sell
14,530
-1,773
-11% -$142K 0.31% 25
2017
Q3
$1.27M Buy
16,303
+6,103
+60% +$507K 0.48% 19
2017
Q2
$905K Hold
10,200
0.38% 20
2017
Q1
$822K Buy
10,200
+5,070
+99% +$396K 0.32% 26
2016
Q4
$365K Buy
+5,130
New +$403K 0.16% 44
2016
Q3
Sell
-5,214
Closed -$452 90
2016
Q2
$452 Sell
5,214
-1,307
-20% -$106K 0.16% 34
2016
Q1
$489K Buy
+6,521
New +$491K 0.26% 24
2015
Q3
Sell
-7,623
Closed -$565K 37
2015
Q2
$565K Buy
+7,623
New +$582K 0.24% 20

Other funds holding MDT

Avidian Wealth Enterprises's MDT Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Medtronic (MDT) stake by 43% in Q2 2026, buying an estimated $1.29M and bringing the position to 52,708 shares worth $4.12M. The position accounts for 0.11% of the portfolio, ranked #126.

Avidian Wealth Enterprises first reported a position in MDT in Q2 2015 and has held it in 42 quarters since. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Avidian Wealth Enterprises held 52,708 shares of Medtronic worth $4.12M as of Q2 2026.
  • Avidian Wealth Enterprises bought 15,934 Medtronic shares in Q2 2026, an estimated $1.29M.
  • Medtronic made up 0.11% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #126 holding.
  • Avidian Wealth Enterprises first reported a position in Medtronic in Q2 2015 and has held it in 42 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.