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B. Riley Wealth Advisors’s Medtronic MDT Stock Holding History

B. Riley 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 		$715K Buy
8,839
+954
+12% +$77K 0.04% 386
2026
Q1 		$676K Buy
7,885
+29
+0.4% +$2.78K 0.04% 376
2025
Q4 		$755K Sell
7,856
-183
-2% -$17.8K 0.03% 404
2025
Q3 		$766K Sell
8,039
-3,781
-32% -$348K 0.04% 404
2025
Q2 		$1.03M Buy
+11,820
New +$1M 0.05% 349
2024
Q4 		$2.2M Sell
27,308
-1,939
-7% -$168K 0.07% 259
2024
Q3 		$2.63M Sell
29,247
-3,616
-11% -$304K 0.07% 262
2024
Q2 		$2.61M Sell
32,863
-7,605
-19% -$623K 0.07% 279
2024
Q1 		$3.2M Buy
40,468
+8,792
+28% +$750K 0.09% 227
2023
Q4 		$2.63M Sell
31,676
-8,792
-22% -$670K 0.07% 284
2023
Q3 		$3.2M Buy
40,468
+4,381
+12% +$367K 0.09% 227
2023
Q2 		$3.2M Buy
36,087
+2,443
+7% +$210K 0.07% 257
2023
Q1 		$2.73M Buy
33,644
+1,685
+5% +$137K 0.07% 268
2022
Q4 		$2.5M Sell
31,959
-1,403
-4% -$114K 0.07% 290
2022
Q3 		$2.7M Buy
33,362
+1,963
+6% +$176K 0.08% 243
2022
Q2 		$2.82M Sell
31,399
-2,021
-6% -$205K 0.12% 178
2022
Q1 		$3.71M Sell
33,420
-6,157
-16% -$650K 0.12% 178
2021
Q4 		$4.1M Buy
39,577
+661
+2% +$76.5K 0.12% 182
2021
Q3 		$4.88M Buy
38,916
+2,012
+5% +$260K 0.16% 142
2021
Q2 		$4.58M Buy
36,904
+1,446
+4% +$182K 0.15% 163
2021
Q1 		$4.19M Buy
35,458
+6,561
+23% +$769K 0.15% 160
2020
Q4 		$3.39M Sell
28,897
-9,207
-24% -$1.01M 0.18% 128
2020
Q3 		$3.94M Buy
38,104
+11,092
+41% +$1.11M 0.21% 111
2020
Q2 		$2.48M Buy
27,012
+1,442
+6% +$138K 0.17% 141
2020
Q1 		$2.31M Buy
25,570
+2,644
+12% +$281K 0.2% 121
2019
Q4 		$2.6M Buy
22,926
+3,595
+19% +$394K 0.22% 101
2019
Q3 		$2.1M Buy
19,331
+598
+3% +$62.4K 0.21% 107
2019
Q2 		$1.83M Buy
18,733
+2,865
+18% +$262K 0.2% 102
2019
Q1 		$1.45M Sell
15,868
-140
-0.9% -$12.5K 0.18% 120
2018
Q4 		$1.46M Sell
16,008
-705
-4% -$65.9K 0.21% 111
2018
Q3 		$1.65M Sell
16,713
-141
-0.8% -$13K 0.2% 116
2018
Q2 		$1.45M Buy
16,854
+1,618
+11% +$135K 0.19% 126
2018
Q1 		$1.22M Buy
15,236
+1,630
+12% +$134K 0.17% 141
2017
Q4 		$1.1M Buy
13,606
+2,397
+21% +$192K 0.15% 165
2017
Q3 		$874K Buy
11,209
+717
+7% +$59.5K 0.15% 161
2017
Q2 		$933K Buy
10,492
+1,078
+11% +$90.9K 0.17% 161
2017
Q1 		$761K Buy
9,414
+256
+3% +$20K 0.15% 166
2016
Q4 		$655K Sell
9,158
-741
-7% -$58.2K 0.13% 187
2016
Q3 		$858K Sell
9,899
-1,994
-17% -$174K 0.17% 159
2016
Q2 		$1.03M Buy
11,893
+273
+2% +$22.1K 0.21% 130
2016
Q1 		$872K Sell
11,620
-1,068
-8% -$80.4K 0.2% 127
2015
Q4 		$977K Buy
12,688
+92
+0.7% +$6.92K 0.2% 133
2015
Q3 		$845K Buy
12,596
+51
+0.4% +$3.76K 0.2% 132
2015
Q2 		$932K Buy
12,545
+3,364
+37% +$257K 0.23% 113
2015
Q1 		$716K Buy
9,181
+2,434
+36% +$184K 0.17% 157
2014
Q4 		$4.87K Buy
+6,747
New +$469K 0.1% 253
2014
Q3 		– Sell
-1,532
Closed -$97.7K – 1374
2014
Q2 		$97.7K Buy
+1,532
New +$93.1K 0.02% 737
2013
Q3 		– Sell
-2,393
Closed -$123K – 716
2013
Q2 		$123K Buy
+2,393
New +$118K 0.04% 489

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GI
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

B. Riley Wealth Advisors's MDT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Medtronic (MDT) stake by 12% in Q2 2026, buying an estimated $77K and bringing the position to 8,839 shares worth $715K. The position accounts for 0.04% of the portfolio, ranked #386.

B. Riley Wealth Advisors first reported a position in MDT in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.88M in Q3 2021. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • B. Riley Wealth Advisors held 8,839 shares of Medtronic worth $715K as of Q2 2026.
  • B. Riley Wealth Advisors bought 954 Medtronic shares in Q2 2026, an estimated $77K.
  • Medtronic made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #386 holding.
  • B. Riley Wealth Advisors first reported a position in Medtronic in Q2 2013 and has held it in 48 quarters since.
  • B. Riley Wealth Advisors's Medtronic position peaked at $4.88M in Q3 2021.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.