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Benedict Financial Advisors’s Medtronic MDT Stock Holding History

Benedict Financial 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 		$6.01M Buy
76,849
+1,368
+2% +$110K 1.17% 22
2026
Q1 		$6.54M Sell
75,481
-476
-0.6% -$45.6K 1.36% 19
2025
Q4 		$7.3M Buy
75,957
+283
+0.4% +$27.5K 1.54% 16
2025
Q3 		$7.21M Buy
75,674
+487
+0.6% +$44.8K 1.56% 17
2025
Q2 		$6.55M Buy
75,187
+429
+0.6% +$36.4K 1.48% 19
2025
Q1 		$6.72M Buy
74,758
+1,001
+1% +$89.6K 1.56% 18
2024
Q4 		$5.89M Buy
73,757
+243
+0.3% +$21K 1.43% 20
2024
Q3 		$6.62M Buy
73,514
+1,044
+1% +$87.8K 1.56% 16
2024
Q2 		$5.7M Buy
72,470
+944
+1% +$77.4K 1.45% 19
2024
Q1 		$6.23M Buy
71,526
+1,197
+2% +$102K 1.58% 16
2023
Q4 		$5.79M Buy
70,329
+358
+0.5% +$27.3K 1.58% 15
2023
Q3 		$5.48M Buy
69,971
+791
+1% +$66.2K 1.58% 14
2023
Q2 		$6.09M Buy
69,180
+1,974
+3% +$170K 1.68% 14
2023
Q1 		$5.42M Buy
67,206
+3,203
+5% +$261K 1.53% 17
2022
Q4 		$4.97M Buy
64,003
+3,005
+5% +$244K 1.48% 21
2022
Q3 		$4.93M Buy
60,998
+714
+1% +$64.2K 1.58% 15
2022
Q2 		$5.41M Buy
60,284
+911
+2% +$92.3K 1.6% 18
2022
Q1 		$6.59M Sell
59,373
-21
-0% -$2.22K 1.76% 11
2021
Q4 		$6.14M Buy
59,394
+334
+0.6% +$38.7K 1.6% 13
2021
Q3 		$7.4M Sell
59,060
-707
-1% -$91.5K 2.07% 8
2021
Q2 		$7.42M Sell
59,767
-536
-0.9% -$67.3K 2.06% 7
2021
Q1 		$7.12M Sell
60,303
-347
-0.6% -$40.7K 2.06% 7
2020
Q4 		$7.1M Buy
60,650
+465
+0.8% +$51.2K 2.56% 7
2020
Q3 		$6.25M Buy
60,185
+1,083
+2% +$109K 2.41% 7
2020
Q2 		$5.42M Buy
59,102
+206
+0.3% +$19.8K 2.24% 8
2020
Q1 		$5.31M Buy
58,896
+195
+0.3% +$20.7K 2.5% 7
2019
Q4 		$6.66M Buy
58,701
+135
+0.2% +$14.8K 2.6% 6
2019
Q3 		$6.36M Buy
58,566
+144
+0.2% +$15K 2.61% 6
2019
Q2 		$5.69M Buy
58,422
+1,149
+2% +$105K 2.37% 6
2019
Q1 		$5.22M Sell
57,273
-92
-0.2% -$8.23K 2.26% 8
2018
Q4 		$5.22M Sell
57,365
-609
-1% -$56.9K 2.58% 6
2018
Q3 		$5.7M Buy
57,974
+80
+0.1% +$7.4K 2.56% 6
2018
Q2 		$4.96M Sell
57,894
-115
-0.2% -$9.61K 2.45% 6
2018
Q1 		$4.65M Sell
58,009
-169
-0.3% -$13.9K 2.34% 9
2017
Q4 		$4.7M Sell
58,178
-761
-1% -$60.9K 2.26% 9
2017
Q3 		$4.58M Buy
58,939
+198
+0.3% +$16.4K 2.35% 10
2017
Q2 		$5M Sell
58,741
-137
-0.2% -$11.6K 2.6% 7
2017
Q1 		$4.74M Buy
58,878
+411
+0.7% +$32.1K 2.58% 7
2016
Q4 		$4.17M Buy
58,467
+308
+0.5% +$24.2K 2.41% 8
2016
Q3 		$5.02M Sell
58,159
-84
-0.1% -$7.32K 2.93% 5
2016
Q2 		$5.07M Sell
58,243
-470
-0.8% -$38K 2.97% 4
2016
Q1 		$4.4M Sell
58,713
-264
-0.4% -$19.9K 2.68% 7
2015
Q4 		$4.54M Sell
58,977
-380
-0.6% -$28.6K 2.88% 5
2015
Q3 		$3.97M Sell
59,357
-326
-0.5% -$24K 2.76% 5
2015
Q2 		$4.58M Sell
59,683
-1,210
-2% -$92.4K 2.98% 4
2015
Q1 		$4.75M Sell
60,893
-399
-0.7% -$30.2K 3.05% 3
2014
Q4 		$4.56M Buy
+61,292
New +$4.26M 2.99% 6

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

Benedict Financial Advisors's MDT Position: Q2 2026 in Review

Benedict Financial Advisors increased its Medtronic (MDT) stake by 1.8% in Q2 2026, buying an estimated $110K and bringing the position to 76,849 shares worth $6.01M. The position accounts for 1.17% of the portfolio, ranked #22.

Benedict Financial Advisors first reported a position in MDT in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.42M in Q2 2021. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Benedict Financial Advisors held 76,849 shares of Medtronic worth $6.01M as of Q2 2026.
  • Benedict Financial Advisors bought 1,368 Medtronic shares in Q2 2026, an estimated $110K.
  • Medtronic made up 1.17% of Benedict Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Benedict Financial Advisors first reported a position in Medtronic in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Medtronic position peaked at $7.42M in Q2 2021.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.