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Barnes Dennig Private Wealth Management’s Medtronic MDT Stock Holding History

Barnes Dennig Private 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 		$3.05M Buy
39,021
+201
+0.5% +$16.2K 2.44% 10
2026
Q1 		$3.36M Sell
38,820
-1,288
-3% -$123K 3.33% 9
2025
Q4 		$3.85M Sell
40,108
-1,213
-3% -$118K 3.87% 9
2025
Q3 		$3.94M Sell
41,321
-2,877
-7% -$264K 4.23% 7
2025
Q2 		$3.85M Sell
44,198
-496
-1% -$42.1K 4.62% 4
2025
Q1 		$4.02M Buy
+44,694
New +$4M 6.08% 3

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
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
Wealth Enhancement Advisory Services
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Barnes Dennig Private Wealth Management's MDT Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Medtronic (MDT) stake by 0.52% in Q2 2026, buying an estimated $16.2K and bringing the position to 39,021 shares worth $3.05M. The position accounts for 2.44% of the portfolio, ranked #10.

Barnes Dennig Private Wealth Management first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.02M in Q1 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 39,021 shares of Medtronic worth $3.05M as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 201 Medtronic shares in Q2 2026, an estimated $16.2K.
  • Medtronic made up 2.44% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • Barnes Dennig Private Wealth Management's Medtronic position peaked at $4.02M in Q1 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.