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Carolina Wealth Advisors’s Medtronic MDT Stock Holding History

Carolina Wealth 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 		$2.33M Sell
29,796
-528
-2% -$42.6K 0.91% 38
2026
Q1 		$2.63M Buy
30,324
+29,663
+4,488% +$2.84M 1.09% 28
2025
Q4 		$63.5K Buy
661
+3
+0.5% +$291 0.03% 103
2025
Q3 		$62.7K Buy
+658
New +$60.5K 0.03% 97

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

Carolina Wealth Advisors's MDT Position: Q2 2026 in Review

Carolina Wealth Advisors reduced its Medtronic (MDT) stake by 1.7% in Q2 2026, selling an estimated $42.6K and leaving 29,796 shares worth $2.33M. The position accounts for 0.91% of the portfolio, ranked #38.

Carolina Wealth Advisors first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.63M in Q1 2026. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Carolina Wealth Advisors held 29,796 shares of Medtronic worth $2.33M as of Q2 2026.
  • Carolina Wealth Advisors sold 528 Medtronic shares in Q2 2026, an estimated $42.6K.
  • Medtronic made up 0.91% of Carolina Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Carolina Wealth Advisors first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
  • Carolina Wealth Advisors's Medtronic position peaked at $2.63M in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.