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CMH Wealth Management’s Medtronic MDT Stock Holding History

CMH 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 		$1.09M Sell
13,818
-3,162
-19% -$255K 0.17% 79
2026
Q1 		$1.48M Buy
+16,980
New +$1.63M 0.25% 73

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

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

CMH Wealth Management reduced its Medtronic (MDT) stake by 19% in Q2 2026, selling an estimated $255K and leaving 13,818 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #79.

CMH Wealth Management first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.48M in Q1 2026. 398 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • CMH Wealth Management held 13,818 shares of Medtronic worth $1.09M as of Q2 2026.
  • CMH Wealth Management sold 3,162 Medtronic shares in Q2 2026, an estimated $255K.
  • Medtronic made up 0.17% of CMH Wealth Management's portfolio in Q2 2026, its #79 holding.
  • CMH Wealth Management first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's Medtronic position peaked at $1.48M in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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