Blake Schutter Theil Wealth Advisors’s Medtronic MDT Stock Holding History

Blake Schutter Theil 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	$415K	Sell	5,308 -537	-9%	-$43.3K	0.28%	74
2026 Q1	$506K	Buy	5,845 +7	+0.1%	+$671	0.41%	62
2025 Q4	$561K	Buy	5,838 +168	+3%	+$16.3K	0.46%	55
2025 Q3	$540K	Buy	5,670 +200	+4%	+$18.4K	0.53%	53
2025 Q2	$477K	Buy	5,470 +590	+12%	+$50K	0.54%	58
2025 Q1	$439K	Sell	4,880 -18	-0.4%	-$1.61K	0.5%	63
2024 Q4	$391K	Sell	4,898 -2,878	-37%	-$249K	0.41%	70
2024 Q3	$700K	Buy	+7,776	New	+$654K	0.5%	55

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

Blake Schutter Theil Wealth Advisors's MDT Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its Medtronic (MDT) stake by 9.2% in Q2 2026, selling an estimated $43.3K and leaving 5,308 shares worth $415K. The position accounts for 0.28% of the portfolio, ranked #74.

Blake Schutter Theil Wealth Advisors first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $700K in Q3 2024. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 5,308 shares of Medtronic worth $415K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 537 Medtronic shares in Q2 2026, an estimated $43.3K.
Medtronic made up 0.28% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's Medtronic position peaked at $700K in Q3 2024.
961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.