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Bravera Wealth’s Medtronic MDT Stock Holding History

Bravera 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 		$224K Sell
2,863
-37
-1% -$2.98K 0.09% 93
2026
Q1 		$251K Sell
2,900
-94
-3% -$9.01K 0.11% 90
2025
Q4 		$288K Buy
+2,994
New +$291K 0.14% 73

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

Bravera Wealth's MDT Position: Q2 2026 in Review

Bravera Wealth reduced its Medtronic (MDT) stake by 1.3% in Q2 2026, selling an estimated $2.98K and leaving 2,863 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #93.

Bravera Wealth first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $288K in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Bravera Wealth held 2,863 shares of Medtronic worth $224K as of Q2 2026.
  • Bravera Wealth sold 37 Medtronic shares in Q2 2026, an estimated $2.98K.
  • Medtronic made up 0.09% of Bravera Wealth's portfolio in Q2 2026, its #93 holding.
  • Bravera Wealth first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Medtronic position peaked at $288K in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.