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Cypress Wealth Services’s Medtronic MDT Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-3,813
Closed -$396K – 422
2020
Q3 		$396K Buy
+3,813
New +$383K 0.1% 159

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services's MDT Position: Q2 2026 in Review

Cypress Wealth Services increased its Medtronic (MDT) stake by 19% in Q2 2026, buying an estimated $105K and bringing the position to 8,124 shares worth $636K. The position accounts for 0.08% of the portfolio, ranked #196.

Cypress Wealth Services first reported a position in MDT in Q2 2018 and has held it in 30 quarters since. The position peaked at $667K in Q3 2025. 577 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Cypress Wealth Services held 8,124 shares of Medtronic worth $636K as of Q2 2026.
  • Cypress Wealth Services bought 1,302 Medtronic shares in Q2 2026, an estimated $105K.
  • Medtronic made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #196 holding.
  • Cypress Wealth Services first reported a position in Medtronic in Q2 2018 and has held it in 30 quarters since.
  • Cypress Wealth Services's Medtronic position peaked at $667K in Q3 2025.
  • 577 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.