Caliber Wealth Management (Kansas)’s Medtronic MDT Stock Holding History

Caliber Wealth Management (Kansas)’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	$646K	Sell	8,264 -24,770	-75%	-$2M	0.06%	166
2026 Q1	$2.86M	Buy	33,034 +728	+2%	+$69.7K	0.31%	69
2025 Q4	$3.1M	Sell	32,306 -753	-2%	-$73.1K	0.33%	64
2025 Q3	$3.15M	Buy	33,059 +299	+0.9%	+$27.5K	0.35%	63
2025 Q2	$2.86M	Sell	32,760 -505	-2%	-$42.8K	0.31%	75
2025 Q1	$2.99M	Buy	+33,265	New	+$2.98M	0.41%	62

Other funds holding MDT

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s MDT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Medtronic (MDT) stake by 75% in Q2 2026, selling an estimated $2M and leaving 8,264 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #166.

Caliber Wealth Management (Kansas) first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.15M in Q3 2025. 812 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Caliber Wealth Management (Kansas) held 8,264 shares of Medtronic worth $646K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 24,770 Medtronic shares in Q2 2026, an estimated $2M.
Medtronic made up 0.06% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #166 holding.
Caliber Wealth Management (Kansas) first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Medtronic position peaked at $3.15M in Q3 2025.
812 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.