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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
2025
Q4 		– Sell
-2,000
Closed -$190K – 325
2025
Q3 		$190K Buy
+2,000
New +$184K 0.04% 292

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. 387 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.
  • 387 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.