Dougherty Wealth Advisers’s Medtronic MDT Stock Holding History

Dougherty Wealth Advisers’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	-500	Closed	-$43.3K	–	111
2026 Q1	$43.3K	Hold	500	–	–	0.03%	82
2025 Q4	$48K	Hold	500	–	–	0.03%	87
2025 Q3	$47.6K	Hold	500	–	–	0.03%	85
2025 Q2	$43.6K	Hold	500	–	–	0.03%	86
2025 Q1	$44.9K	Hold	500	–	–	0.03%	83
2024 Q4	$39.9K	Hold	500	–	–	0.03%	87
2024 Q3	$45K	Hold	500	–	–	0.04%	80
2024 Q2	$39.4K	Hold	500	–	–	0.03%	83
2024 Q1	$43.6K	Hold	500	–	–	0.04%	85
2023 Q4	$41.2K	Hold	500	–	–	0.04%	92
2023 Q3	$39.2K	Hold	500	–	–	0.05%	84
2023 Q2	$44K	Sell	500 -600	-55%	-$51.7K	0.06%	81
2023 Q1	$88.7K	Hold	1,100	–	–	0.13%	61
2022 Q4	$85.5K	Hold	1,100	–	–	0.14%	69
2022 Q3	$89K	Hold	1,100	–	–	0.18%	58
2022 Q2	$99K	Hold	1,100	–	–	0.18%	57
2022 Q1	$122K	Hold	1,100	–	–	0.18%	53
2021 Q4	$114K	Hold	1,100	–	–	0.16%	66
2021 Q3	$138K	Hold	1,100	–	–	0.21%	51
2021 Q2	$137K	Hold	1,100	–	–	0.2%	53
2021 Q1	$130K	Hold	1,100	–	–	0.2%	50
2020 Q4	$129K	Hold	1,100	–	–	0.2%	48
2020 Q3	$114K	Hold	1,100	–	–	0.39%	47
2020 Q2	$101K	Hold	1,100	–	–	0.37%	52
2020 Q1	$99K	Hold	1,100	–	–	0.39%	51
2019 Q4	$125K	Hold	1,100	–	–	0.38%	54
2019 Q3	$119K	Sell	1,100 -695	-39%	-$72.5K	0.39%	49
2019 Q2	$175K	Buy	1,795 +650	+57%	+$59.3K	0.49%	44
2019 Q1	$104K	Hold	1,145	–	–	0.35%	55
2018 Q4	$102K	Buy	+1,145	New	+$107K	0.34%	59

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dougherty Wealth Advisers's MDT Position: Q2 2026 in Review

Dougherty Wealth Advisers sold out of Medtronic (MDT) in Q2 2026, closing a stake of 500 shares — an estimated $43.3K sold.

Dougherty Wealth Advisers first reported a position in MDT in Q4 2018 and held it in 30 quarters. The position peaked at $175K in Q2 2019. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Dougherty Wealth Advisers reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Dougherty Wealth Advisers sold 500 Medtronic shares in Q2 2026, an estimated $43.3K.
Dougherty Wealth Advisers first reported a position in Medtronic in Q4 2018 and held it in 30 quarters.
Dougherty Wealth Advisers's Medtronic position peaked at $175K in Q2 2019.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.