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CFS Investment Advisory Services’s Medtronic MDT Stock Holding History

CFS Investment Advisory Services’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 		$855K Sell
10,277
-1,824
-15% -$147K 0.06% 208
2026
Q1 		$1.04M Sell
12,101
-43
-0.4% -$4.12K 0.07% 188
2025
Q4 		$1.17M Sell
12,144
-81
-0.7% -$7.87K 0.09% 170
2025
Q3 		$1.15M Buy
12,225
+207
+2% +$19K 0.09% 170
2025
Q2 		$1.05M Sell
12,018
-1,114
-8% -$94.5K 0.09% 168
2025
Q1 		$1.18M Sell
13,132
-218
-2% -$19.5K 0.11% 154
2024
Q4 		$1.07M Sell
13,350
-323
-2% -$28K 0.1% 151
2024
Q3 		$1.23M Sell
13,673
-328
-2% -$27.6K 0.1% 143
2024
Q2 		$1.1M Sell
14,001
-686
-5% -$56.2K 0.09% 136
2024
Q1 		$1.28M Sell
14,687
-210
-1% -$17.9K 0.22% 69
2023
Q4 		$1.23M Buy
14,897
+1,104
+8% +$84.1K 0.22% 68
2023
Q3 		$1.08M Buy
13,793
+48
+0.3% +$4.02K 0.17% 89
2023
Q2 		$1.21M Sell
13,745
-120
-0.9% -$10.3K 0.15% 111
2023
Q1 		$1.12M Buy
13,865
+485
+4% +$39.5K 0.2% 66
2022
Q4 		$1.04M Sell
13,380
-1,386
-9% -$112K 0.24% 59
2022
Q3 		$1.19M Sell
14,766
-199
-1% -$17.9K 0.27% 51
2022
Q2 		$1.34M Sell
14,965
-1,929,989
-99% -$196M 0.21% 104
2022
Q1 		$18K Buy
1,944,954
+1,927,370
+10,961% +$204M 0.08% 120
2021
Q4 		$1.82M Buy
17,584
+229
+1% +$26.5K 0.24% 92
2021
Q3 		$2.17M Buy
+17,355
New +$2.25M 0.3% 73
2020
Q4 		$2.14M Buy
+18,241
New +$2.01M 0.34% 63

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

CFS Investment Advisory Services's MDT Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Medtronic (MDT) stake by 15% in Q2 2026, selling an estimated $147K and leaving 10,277 shares worth $855K. The position accounts for 0.06% of the portfolio, ranked #208.

CFS Investment Advisory Services first reported a position in MDT in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.17M in Q3 2021. 583 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • CFS Investment Advisory Services held 10,277 shares of Medtronic worth $855K as of Q2 2026.
  • CFS Investment Advisory Services sold 1,824 Medtronic shares in Q2 2026, an estimated $147K.
  • Medtronic made up 0.06% of CFS Investment Advisory Services's portfolio in Q2 2026, its #208 holding.
  • CFS Investment Advisory Services first reported a position in Medtronic in Q4 2020 and has held it in 21 quarters since.
  • CFS Investment Advisory Services's Medtronic position peaked at $2.17M in Q3 2021.
  • 583 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.