Curated Wealth Partners’s Medtronic MDT Stock Holding History

Curated 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	$289K	Buy	+67,975	New	+$5.48M	0.04%	424
2023 Q3	–	Sell	-2,324	Closed	-$205K	–	142
2023 Q2	$205K	Buy	+2,324	New	+$200K	0.04%	131
2022 Q3	–	Sell	-2,381	Closed	-$215K	–	131
2022 Q2	$215K	Sell	2,381 -1,747	-42%	-$177K	0.06%	118
2022 Q1	$427K	Hold	4,128	–	–	0.14%	85
2021 Q4	$427K	Sell	4,128 -339	-8%	-$39.3K	0.14%	88
2021 Q3	$560K	Buy	4,467 +34	+0.8%	+$4.4K	0.31%	64
2021 Q2	$550K	Buy	4,433 +435	+11%	+$54.6K	0.3%	65
2021 Q1	$472K	Sell	3,998 -398	-9%	-$46.6K	0.29%	70
2020 Q4	$515K	Buy	+4,396	New	+$484K	0.33%	57

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

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

Curated Wealth Partners opened a new position in Medtronic (MDT) in Q2 2026: 67,975 shares worth $289K. The stake represents 0.04% of the portfolio and ranks #424 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in MDT as recently as Q2 2023.

Curated Wealth Partners first reported a position in MDT in Q4 2020 and has held it in 9 quarters since. The position peaked at $560K in Q3 2021. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Curated Wealth Partners held 67,975 shares of Medtronic worth $289K as of Q2 2026.
Medtronic was a new Curated Wealth Partners position in Q2 2026.
Medtronic made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #424 holding.
Curated Wealth Partners first reported a position in Medtronic in Q4 2020 and has held it in 9 quarters since.
Curated Wealth Partners's Medtronic position peaked at $560K in Q3 2021.
673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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