CWP
MDT icon

Cyndeo Wealth Partners’s Medtronic MDT Stock Holding History

Cyndeo 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 		$574K Sell
7,341
-470
-6% -$37.9K 0.03% 330
2026
Q1 		$677K Buy
7,811
+458
+6% +$43.9K 0.04% 281
2025
Q4 		$706K Sell
7,353
-2
-0% -$194 0.04% 281
2025
Q3 		$701K Sell
7,355
-21
-0.3% -$1.93K 0.04% 273
2025
Q2 		$643K Buy
7,376
+34
+0.5% +$2.88K 0.04% 279
2025
Q1 		$660K Sell
7,342
-109
-1% -$9.75K 0.04% 264
2024
Q4 		$595K Buy
7,451
+51
+0.7% +$4.42K 0.04% 272
2024
Q3 		$666K Sell
7,400
-57
-0.8% -$4.79K 0.05% 260
2024
Q2 		$587K Sell
7,457
-2,122
-22% -$174K 0.05% 260
2024
Q1 		$835K Sell
9,579
-204
-2% -$17.4K 0.07% 217
2023
Q4 		$806K Sell
9,783
-1,276
-12% -$97.2K 0.07% 204
2023
Q3 		$867K Buy
11,059
+1,169
+12% +$97.9K 0.09% 182
2023
Q2 		$871K Sell
9,890
-661
-6% -$56.9K 0.09% 177
2023
Q1 		$851K Sell
10,551
-35,632
-77% -$2.9M 0.09% 184
2022
Q4 		$3.59M Buy
+46,183
New +$3.74M 0.42% 79

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

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

Cyndeo Wealth Partners reduced its Medtronic (MDT) stake by 6% in Q2 2026, selling an estimated $37.9K and leaving 7,341 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #330.

Cyndeo Wealth Partners first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.59M in Q4 2022. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cyndeo Wealth Partners held 7,341 shares of Medtronic worth $574K as of Q2 2026.
  • Cyndeo Wealth Partners sold 470 Medtronic shares in Q2 2026, an estimated $37.9K.
  • Medtronic made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #330 holding.
  • Cyndeo Wealth Partners first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Medtronic position peaked at $3.59M in Q4 2022.
  • 486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.