Cambridge Advisors’s Medtronic MDT Stock Holding History

Cambridge 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	$325K	Sell	4,160 -1,075	-21%	-$86.7K	0.06%	150
2026 Q1	$454K	Hold	5,235	–	–	0.09%	123
2025 Q4	$503K	Hold	5,235	–	–	0.1%	119
2025 Q3	$499K	Sell	5,235 -184	-3%	-$16.9K	0.1%	119
2025 Q2	$472K	Hold	5,419	–	–	0.1%	118
2025 Q1	$487K	Sell	5,419 -80	-1%	-$7.16K	0.11%	115
2024 Q4	$439K	Buy	5,499 +80	+1%	+$6.92K	0.1%	119
2024 Q3	$488K	Sell	5,419 -200	-4%	-$16.8K	0.11%	121
2024 Q2	$442K	Sell	5,619 -160	-3%	-$13.1K	0.1%	124
2024 Q1	$504K	Sell	5,779 -60	-1%	-$5.12K	0.12%	118
2023 Q4	$481K	Sell	5,839 -2,345	-29%	-$179K	0.12%	116
2023 Q3	$641K	Sell	8,184 -150	-2%	-$12.6K	0.17%	91
2023 Q2	$734K	Hold	8,334	–	–	0.19%	85
2023 Q1	$672K	Hold	8,334	–	–	0.17%	98
2022 Q4	$648K	Hold	8,334	–	–	0.17%	97
2022 Q3	$673K	Hold	8,334	–	–	0.19%	89
2022 Q2	$748K	Sell	8,334 -25	-0.3%	-$2.53K	0.2%	83
2022 Q1	$927K	Sell	8,359 -25	-0.3%	-$2.64K	0.22%	75
2021 Q4	$867K	Sell	8,384 -200	-2%	-$23.2K	0.2%	85
2021 Q3	$1.08M	Hold	8,584	–	–	0.26%	68
2021 Q2	$1.07M	Sell	8,584 -150	-2%	-$18.8K	0.26%	69
2021 Q1	$1.03M	Sell	8,734 -50	-0.6%	-$5.86K	0.26%	68
2020 Q4	$1.03M	Hold	8,784	–	–	0.28%	66
2020 Q3	$913K	Hold	8,784	–	–	0.27%	66
2020 Q2	$806K	Hold	8,784	–	–	0.25%	68
2020 Q1	$792K	Hold	8,784	–	–	0.29%	61
2019 Q4	$997K	Sell	8,784 -250	-3%	-$27.4K	0.3%	62
2019 Q3	$981K	Hold	9,034	–	–	0.32%	51
2019 Q2	$880K	Sell	9,034 -350	-4%	-$32K	0.29%	61
2019 Q1	$855K	Sell	9,384 -590	-6%	-$52.8K	0.29%	64
2018 Q4	$907K	Hold	9,974	–	–	0.34%	55
2018 Q3	$981K	Hold	9,974	–	–	0.33%	54
2018 Q2	$854K	Hold	9,974	–	–	0.3%	62
2018 Q1	$800K	Buy	9,974 +900	+10%	+$74.2K	0.29%	64
2017 Q4	$733K	Sell	9,074 -900	-9%	-$72.1K	0.26%	70
2017 Q3	$776K	Hold	9,974	–	–	0.3%	61
2017 Q2	$885K	Sell	9,974 -1,000	-9%	-$84.3K	0.36%	55
2017 Q1	$884K	Sell	10,974 -150	-1%	-$11.7K	0.36%	57
2016 Q4	$792K	Sell	11,124 -300	-3%	-$23.6K	0.35%	59
2016 Q3	$987K	Hold	11,424	–	–	0.44%	51
2016 Q2	$991K	Sell	11,424 -225	-2%	-$18.2K	0.45%	50
2016 Q1	$874K	Hold	11,649	–	–	0.41%	53
2015 Q4	$896K	Sell	11,649 -1,288	-10%	-$97K	0.51%	51
2015 Q3	$866K	Buy	12,937 +150	+1%	+$11K	0.51%	52
2015 Q2	$948K	Sell	12,787 -5,870	-31%	-$448K	0.53%	48
2015 Q1	$1.07M	Buy	18,657 +5,259	+39%	+$399K	0.62%	42
2014 Q4	$967K	Buy	+13,398	New	+$931K	0.59%	49

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cambridge Advisors's MDT Position: Q2 2026 in Review

Cambridge Advisors reduced its Medtronic (MDT) stake by 21% in Q2 2026, selling an estimated $86.7K and leaving 4,160 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #150.

Cambridge Advisors first reported a position in MDT in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.08M in Q3 2021. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Cambridge Advisors held 4,160 shares of Medtronic worth $325K as of Q2 2026.
Cambridge Advisors sold 1,075 Medtronic shares in Q2 2026, an estimated $86.7K.
Medtronic made up 0.06% of Cambridge Advisors's portfolio in Q2 2026, its #150 holding.
Cambridge Advisors first reported a position in Medtronic in Q4 2014 and has held it in 47 quarters since.
Cambridge Advisors's Medtronic position peaked at $1.08M in Q3 2021.
372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.