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Beaird Harris Wealth Management’s Medtronic MDT Stock Holding History

Beaird Harris 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 		$37.6K Sell
480
-3
-0.6% -$242 ﹤0.01% 281
2026
Q1 		$41.8K Hold
483
– – ﹤0.01% 260
2025
Q4 		$46.4K Sell
483
-18
-4% -$1.75K ﹤0.01% 257
2025
Q3 		$47.7K Buy
501
+11
+2% +$1.01K ﹤0.01% 252
2025
Q2 		$42.7K Buy
490
+165
+51% +$14K ﹤0.01% 261
2025
Q1 		$29.2K Hold
325
– – ﹤0.01% 273
2024
Q4 		$26K Buy
+325
New +$28.1K ﹤0.01% 290
2024
Q2 		– Sell
-82
Closed -$7.15K – 769
2024
Q1 		$7.15K Sell
82
-160
-66% -$13.7K ﹤0.01% 359
2023
Q4 		$19.9K Buy
+242
New +$18.4K ﹤0.01% 261
2023
Q1 		– Sell
-79
Closed -$6.14K – 639
2022
Q4 		$6.14K Buy
+79
New +$6.4K ﹤0.01% 383
2022
Q3 		– Sell
-187
Closed -$17K – 514
2022
Q2 		$17K Buy
187
+69
+58% +$6.99K ﹤0.01% 218
2022
Q1 		$13K Sell
118
-1,924
-94% -$203K ﹤0.01% 294
2021
Q4 		$211K Buy
+2,042
New +$236K 0.08% 115

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Beaird Harris Wealth Management's MDT Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Medtronic (MDT) stake by 0.62% in Q2 2026, selling an estimated $242 and leaving 480 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Beaird Harris Wealth Management first reported a position in MDT in Q4 2021 and has held it in 13 quarters since. The position peaked at $211K in Q4 2021. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beaird Harris Wealth Management held 480 shares of Medtronic worth $37.6K as of Q2 2026.
  • Beaird Harris Wealth Management sold 3 Medtronic shares in Q2 2026, an estimated $242.
  • Medtronic made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Beaird Harris Wealth Management first reported a position in Medtronic in Q4 2021 and has held it in 13 quarters since.
  • Beaird Harris Wealth Management's Medtronic position peaked at $211K in Q4 2021.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.