BFWM
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Bright Futures Wealth Management’s Medtronic MDT Stock Holding History

Bright Futures 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 		– Sell
-2,410
Closed -$209K – 222
2026
Q1 		$209K Sell
2,410
-101
-4% -$9.68K 0.14% 178
2025
Q4 		$241K Hold
2,511
– – 0.18% 129
2025
Q3 		$239K Buy
+2,511
New +$231K 0.19% 125
2025
Q1 		$235K Buy
2,871
+60
+2% +$5.37K 0.26% 99
2024
Q4 		$257K Sell
2,811
-693
-20% -$60K 0.23% 102
2024
Q3 		$317K Sell
3,504
-98
-3% -$8.24K 0.15% 162
2024
Q2 		$294K Sell
3,602
-88
-2% -$7.21K 0.16% 156
2024
Q1 		$293K Buy
+3,690
New +$315K 0.16% 156

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

Bright Futures Wealth Management's MDT Position: Q2 2026 in Review

Bright Futures Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,410 shares — an estimated $209K sold.

Bright Futures Wealth Management first reported a position in MDT in Q1 2024 and held it in 8 quarters. The position peaked at $317K in Q3 2024. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Bright Futures Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 2,410 Medtronic shares in Q2 2026, an estimated $209K.
  • Bright Futures Wealth Management first reported a position in Medtronic in Q1 2024 and held it in 8 quarters.
  • Bright Futures Wealth Management's Medtronic position peaked at $317K in Q3 2024.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.