AWM
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Axxcess Wealth Management’s Medtronic MDT Stock Holding History

Axxcess 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 		$1.57M Buy
20,125
+2,546
+14% +$205K 0.03% 432
2026
Q1 		$1.52M Buy
17,579
+2,447
+16% +$234K 0.05% 205
2025
Q4 		$1.45M Buy
15,132
+1,370
+10% +$133K 0.03% 435
2025
Q3 		$1.31M Buy
13,762
+2,095
+18% +$193K 0.03% 393
2025
Q2 		$1.02M Sell
11,667
-249
-2% -$21.1K 0.02% 425
2025
Q1 		$1.07M Sell
11,916
-3,859
-24% -$345K 0.03% 379
2024
Q4 		$1.26M Sell
15,775
-7,431
-32% -$643K 0.03% 360
2024
Q3 		$2.09M Sell
23,206
-132
-0.6% -$11.1K 0.05% 256
2024
Q2 		$1.84M Sell
23,338
-4,198
-15% -$344K 0.05% 269
2024
Q1 		$2.4M Buy
27,536
+2,194
+9% +$187K 0.07% 224
2023
Q4 		$2.09M Buy
25,342
+3,690
+17% +$281K 0.06% 241
2023
Q3 		$1.7M Buy
21,652
+8,361
+63% +$700K 0.06% 230
2023
Q2 		$1.17M Buy
13,291
+395
+3% +$34K 0.08% 203
2023
Q1 		$1.04M Buy
12,896
+9,243
+253% +$753K 0.08% 220
2022
Q4 		$284K Buy
3,653
+1,096
+43% +$88.8K 0.02% 459
2022
Q3 		$206K Sell
2,557
-2,175
-46% -$195K 0.02% 496
2022
Q2 		$425K Sell
4,732
-6,739
-59% -$683K 0.04% 335
2022
Q1 		$1.27M Buy
11,471
+6,143
+115% +$649K 0.1% 177
2021
Q4 		$551K Buy
+5,328
New +$617K 0.04% 335

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Axxcess Wealth Management increased its Medtronic (MDT) stake by 14% in Q2 2026, buying an estimated $205K and bringing the position to 20,125 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #432.

Axxcess Wealth Management first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.4M in Q1 2024. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Axxcess Wealth Management held 20,125 shares of Medtronic worth $1.57M as of Q2 2026.
  • Axxcess Wealth Management bought 2,546 Medtronic shares in Q2 2026, an estimated $205K.
  • Medtronic made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #432 holding.
  • Axxcess Wealth Management first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Medtronic position peaked at $2.4M in Q1 2024.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.