Core Wealth Partners’s Medtronic MDT Stock Holding History

Core Wealth Partners’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	$235K	Hold	3,000	–	–	0.1%	162
2026 Q1	$260K	Hold	3,000	–	–	0.12%	141
2025 Q4	$288K	Hold	3,000	–	–	0.13%	130
2025 Q3	$286K	Sell	3,000 -2,000	-40%	-$184K	0.13%	130
2025 Q2	$436K	Hold	5,000	–	–	0.22%	94
2025 Q1	$449K	Sell	5,000 -30	-0.6%	-$2.68K	0.26%	89
2024 Q4	$402K	Hold	5,030	–	–	0.23%	95
2024 Q3	$453K	Sell	5,030 -311	-6%	-$26.2K	0.27%	83
2024 Q2	$420K	Buy	+5,341	New	+$438K	0.29%	76

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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Core Wealth Partners's MDT Position: Q2 2026 in Review

Core Wealth Partners held its Medtronic (MDT) position steady in Q2 2026 at 3,000 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #162.

Core Wealth Partners first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $453K in Q3 2024. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Core Wealth Partners held 3,000 shares of Medtronic worth $235K as of Q2 2026.
Core Wealth Partners left its Medtronic share count unchanged in Q2 2026.
Medtronic made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #162 holding.
Core Wealth Partners first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
Core Wealth Partners's Medtronic position peaked at $453K in Q3 2024.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.