Barlow Wealth Partners’s Medtronic MDT Stock Holding History

Barlow Wealth Partners’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	$232K	Hold	2,827	–	–	0.03%	135
2026 Q1	$244K	Hold	2,827	–	–	0.03%	124
2025 Q4	$276K	Hold	2,827	–	–	0.03%	115
2025 Q3	$271K	Hold	2,827	–	–	0.03%	113
2025 Q2	$250K	Hold	2,827	–	–	0.03%	118
2025 Q1	$238K	Hold	2,827	–	–	0.03%	118
2024 Q4	$241K	Hold	2,827	–	–	0.03%	123
2024 Q3	$246K	Hold	2,827	–	–	0.03%	137
2024 Q2	$226K	Hold	2,827	–	–	0.03%	143
2024 Q1	$227K	Hold	2,827	–	–	0.03%	142
2023 Q4	$233K	Buy	+2,827	New	+$215K	0.03%	134

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 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

Barlow Wealth Partners's MDT Position: Q2 2026 in Review

Barlow Wealth Partners held its Medtronic (MDT) position steady in Q2 2026 at 2,827 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #135.

Barlow Wealth Partners first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $276K in Q4 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Barlow Wealth Partners held 2,827 shares of Medtronic worth $232K as of Q2 2026.
Barlow Wealth Partners left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.03% of Barlow Wealth Partners's portfolio in Q2 2026, its #135 holding.
Barlow Wealth Partners first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Medtronic position peaked at $276K in Q4 2025.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.