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Brady Family Wealth’s Medtronic MDT Stock Holding History

Brady Family Wealth’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 		$1.92M Sell
24,517
-1,415
-5% -$114K 0.55% 50
2026
Q1 		$2.25M Buy
25,932
+103
+0.4% +$9.87K 0.7% 43
2025
Q4 		$2.48M Sell
25,829
-1,443
-5% -$140K 0.77% 40
2025
Q3 		$2.6M Sell
27,272
-4,312
-14% -$396K 0.8% 40
2025
Q2 		$2.75M Sell
31,584
-813
-3% -$68.9K 0.85% 40
2025
Q1 		$2.91M Sell
32,397
-1,436
-4% -$128K 0.93% 40
2024
Q4 		$2.7M Sell
33,833
-4,374
-11% -$379K 0.83% 42
2024
Q3 		$3.44M Sell
38,207
-2,165
-5% -$182K 1.03% 39
2024
Q2 		$3.18M Buy
40,372
+1,408
+4% +$115K 1.03% 40
2024
Q1 		$3.4M Buy
38,964
+277
+0.7% +$23.6K 1.1% 37
2023
Q4 		$3.19M Sell
38,687
-2,106
-5% -$161K 1.09% 40
2023
Q3 		$3.2M Sell
40,793
-273
-0.7% -$22.9K 1.24% 32
2023
Q2 		$3.62M Buy
41,066
+1,288
+3% +$111K 1.35% 29
2023
Q1 		$3.21M Buy
39,778
+721
+2% +$58.8K 1.27% 31
2022
Q4 		$3.04M Buy
+39,057
New +$3.17M 1.25% 33

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Brady Family Wealth's MDT Position: Q2 2026 in Review

Brady Family Wealth reduced its Medtronic (MDT) stake by 5.5% in Q2 2026, selling an estimated $114K and leaving 24,517 shares worth $1.92M. The position accounts for 0.55% of the portfolio, ranked #50.

Brady Family Wealth first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.62M in Q2 2023. 635 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Brady Family Wealth held 24,517 shares of Medtronic worth $1.92M as of Q2 2026.
  • Brady Family Wealth sold 1,415 Medtronic shares in Q2 2026, an estimated $114K.
  • Medtronic made up 0.55% of Brady Family Wealth's portfolio in Q2 2026, its #50 holding.
  • Brady Family Wealth first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's Medtronic position peaked at $3.62M in Q2 2023.
  • 635 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.