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CWA Asset Management Group’s Medtronic MDT Stock Holding History

CWA Asset Management Group’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 		$326K Sell
4,167
-231
-5% -$18.6K 0.01% 573
2026
Q1 		$381K Sell
4,398
-706
-14% -$67.6K 0.01% 527
2025
Q4 		$490K Sell
5,104
-1,651
-24% -$160K 0.02% 463
2025
Q3 		$643K Sell
6,755
-981
-13% -$90.2K 0.02% 432
2025
Q2 		$674K Sell
7,736
-205
-3% -$17.4K 0.03% 407
2025
Q1 		$714K Buy
7,941
+2,189
+38% +$196K 0.03% 362
2024
Q4 		$459K Buy
5,752
+1,113
+24% +$96.3K 0.02% 399
2024
Q3 		$418K Buy
+4,639
New +$390K 0.02% 393
2024
Q1 		$589K Buy
6,761
+2,195
+48% +$187K 0.04% 299
2023
Q4 		$376K Buy
+4,566
New +$348K 0.03% 292
2023
Q3 		– Sell
-2,873
Closed -$253K – 370
2023
Q2 		$253K Sell
2,873
-964
-25% -$83K 0.02% 312
2023
Q1 		$309K Sell
3,837
-214
-5% -$17.4K 0.02% 257
2022
Q4 		$315K Sell
4,051
-6,064
-60% -$491K 0.03% 258
2022
Q3 		$817K Buy
10,115
+266
+3% +$23.9K 0.08% 131
2022
Q2 		$884K Sell
9,849
-488
-5% -$49.4K 0.08% 129
2022
Q1 		$1.15M Buy
10,337
+357
+4% +$37.7K 0.09% 124
2021
Q4 		$1.03M Buy
9,980
+138
+1% +$16K 0.08% 135
2021
Q3 		$1.23M Buy
9,842
+718
+8% +$92.9K 0.1% 128
2021
Q2 		$1.15M Buy
9,124
+291
+3% +$36.5K 0.09% 124
2021
Q1 		$1.04M Buy
8,833
+120
+1% +$14.1K 0.1% 123
2020
Q4 		$1.02M Buy
8,713
+85
+1% +$9.36K 0.11% 121
2020
Q3 		$897K Buy
8,628
+1,099
+15% +$110K 0.12% 105
2020
Q2 		$690K Buy
7,529
+4,227
+128% +$405K 0.12% 99
2020
Q1 		$298K Buy
+3,302
New +$351K 0.06% 166

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group's MDT Position: Q2 2026 in Review

CWA Asset Management Group reduced its Medtronic (MDT) stake by 5.3% in Q2 2026, selling an estimated $18.6K and leaving 4,167 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #573.

CWA Asset Management Group first reported a position in MDT in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.23M in Q3 2021. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • CWA Asset Management Group held 4,167 shares of Medtronic worth $326K as of Q2 2026.
  • CWA Asset Management Group sold 231 Medtronic shares in Q2 2026, an estimated $18.6K.
  • Medtronic made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #573 holding.
  • CWA Asset Management Group first reported a position in Medtronic in Q1 2020 and has held it in 24 quarters since.
  • CWA Asset Management Group's Medtronic position peaked at $1.23M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.