Center for Wealth Management Advisory’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.81M Buy
23,156
+20,652
+825% +$1.67M 1.14% 26
2026
Q1
$217K Sell
2,504
-14,919
-86% -$1.43M 0.16% 60
2025
Q4
$1.67M Buy
+17,423
New +$1.69M 1.23% 23

Other funds holding MDT

Center for Wealth Management Advisory's MDT Position: Q2 2026 in Review

Center for Wealth Management Advisory increased its Medtronic (MDT) stake by 825% in Q2 2026, buying an estimated $1.67M and bringing the position to 23,156 shares worth $1.81M. The position accounts for 1.14% of the portfolio, ranked #26.

Center for Wealth Management Advisory first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Center for Wealth Management Advisory held 23,156 shares of Medtronic worth $1.81M as of Q2 2026.
  • Center for Wealth Management Advisory bought 20,652 Medtronic shares in Q2 2026, an estimated $1.67M.
  • Medtronic made up 1.14% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #26 holding.
  • Center for Wealth Management Advisory first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.