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Crumly & Associates’s Medtronic MDT Stock Holding History

Crumly & Associates’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 		– Sell
-8,934
Closed -$774K – 209
2026
Q1 		$774K Buy
8,934
+1,325
+17% +$127K 0.16% 86
2025
Q4 		$731K Buy
7,609
+93
+1% +$9.03K 0.15% 89
2025
Q3 		$716K Buy
7,516
+453
+6% +$41.6K 0.16% 84
2025
Q2 		$616K Buy
7,063
+218
+3% +$18.5K 0.15% 84
2025
Q1 		$615K Buy
6,845
+312
+5% +$27.9K 0.17% 83
2024
Q4 		$522K Buy
6,533
+397
+6% +$34.4K 0.14% 90
2024
Q3 		$552K Sell
6,136
-115
-2% -$9.67K 0.15% 95
2024
Q2 		$492K Buy
6,251
+442
+8% +$36.2K 0.14% 97
2024
Q1 		$506K Hold
5,809
– – 0.13% 102
2023
Q4 		$479K Buy
5,809
+2,785
+92% +$212K 0.14% 97
2023
Q3 		$237K Buy
3,024
+164
+6% +$13.7K 0.09% 104
2023
Q2 		$252K Buy
+2,860
New +$246K 0.1% 106
2022
Q4 		– Sell
-4,910
Closed -$396K – 112
2022
Q3 		$396K Buy
4,910
+211
+4% +$19K 0.16% 78
2022
Q2 		$422K Buy
4,699
+393
+9% +$39.8K 0.18% 71
2022
Q1 		$478K Buy
4,306
+563
+15% +$59.5K 0.18% 72
2021
Q4 		$382K Sell
3,743
-550
-13% -$63.7K 0.15% 79
2021
Q3 		$538K Buy
4,293
+109
+3% +$14.1K 0.25% 68
2021
Q2 		$519K Buy
4,184
+998
+31% +$125K 0.25% 66
2021
Q1 		$376K Buy
3,186
+220
+7% +$25.8K 0.22% 60
2020
Q4 		$346K Sell
2,966
-102
-3% -$11.2K 0.24% 47
2020
Q3 		$319K Buy
3,068
+631
+26% +$63.4K 0.27% 37
2020
Q2 		$223K Sell
2,437
-108
-4% -$10.4K 0.21% 46
2020
Q1 		$230K Buy
+2,545
New +$271K 0.28% 39

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
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

Crumly & Associates's MDT Position: Q2 2026 in Review

Crumly & Associates sold out of Medtronic (MDT) in Q2 2026, closing a stake of 8,934 shares — an estimated $774K sold.

Crumly & Associates first reported a position in MDT in Q1 2020 and held it in 23 quarters. The position peaked at $774K in Q1 2026. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Crumly & Associates reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Crumly & Associates sold 8,934 Medtronic shares in Q2 2026, an estimated $774K.
  • Crumly & Associates first reported a position in Medtronic in Q1 2020 and held it in 23 quarters.
  • Crumly & Associates's Medtronic position peaked at $774K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.