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Centurion Wealth Management’s Medtronic MDT Stock Holding History

Centurion 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 		$249K Sell
3,186
-97
-3% -$7.83K 0.06% 247
2026
Q1 		$284K Sell
3,283
-45
-1% -$4.31K 0.06% 241
2025
Q4 		$320K Buy
3,328
+54
+2% +$5.25K 0.07% 226
2025
Q3 		$312K Sell
3,274
-324
-9% -$29.8K 0.07% 222
2025
Q2 		$314K Buy
3,598
+77
+2% +$6.53K 0.09% 172
2025
Q1 		$281K Hold
3,521
– – 0.09% 164
2024
Q4 		$281K Buy
3,521
+54
+2% +$4.67K 0.09% 164
2024
Q3 		$312K Buy
+3,467
New +$292K 0.1% 152
2024
Q1 		$266K Buy
3,051
+80
+3% +$6.83K 0.1% 148
2023
Q4 		$245K Buy
2,971
+64
+2% +$4.88K 0.1% 143
2023
Q3 		$228K Buy
2,907
+152
+6% +$12.7K 0.11% 132
2023
Q2 		$243K Sell
2,755
-299
-10% -$25.7K 0.12% 130
2023
Q1 		$246K Buy
3,054
+123
+4% +$10K 0.12% 124
2022
Q4 		$228K Buy
+2,931
New +$238K 0.13% 132

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GI
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

Centurion Wealth Management's MDT Position: Q2 2026 in Review

Centurion Wealth Management reduced its Medtronic (MDT) stake by 3% in Q2 2026, selling an estimated $7.83K and leaving 3,186 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #247.

Centurion Wealth Management first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $320K in Q4 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Centurion Wealth Management held 3,186 shares of Medtronic worth $249K as of Q2 2026.
  • Centurion Wealth Management sold 97 Medtronic shares in Q2 2026, an estimated $7.83K.
  • Medtronic made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Centurion Wealth Management first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's Medtronic position peaked at $320K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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