DAS
MDT icon

Dynamic Advisor Solutions’s Medtronic MDT Stock Holding History

Dynamic Advisor Solutions’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 		$2.16M Buy
27,591
+9,681
+54% +$781K 0.06% 321
2026
Q1 		$1.55M Sell
17,910
-5,478
-23% -$525K 0.05% 368
2025
Q4 		$2.25M Sell
23,388
-1,000
-4% -$97.1K 0.07% 271
2025
Q3 		$2.32M Buy
24,388
+36
+0.1% +$3.31K 0.07% 288
2025
Q2 		$2.12M Sell
24,352
-5,412
-18% -$459K 0.07% 298
2025
Q1 		$2.67M Buy
29,764
+9,873
+50% +$883K 0.09% 231
2024
Q4 		$1.59M Sell
19,891
-10,029
-34% -$868K 0.07% 248
2024
Q3 		$2.69M Sell
29,920
-3,645
-11% -$307K 0.08% 251
2024
Q2 		$2.64M Buy
33,565
+2,783
+9% +$228K 0.08% 261
2024
Q1 		$2.68M Buy
30,782
+7,249
+31% +$619K 0.09% 262
2023
Q4 		$1.99M Buy
23,533
+867
+4% +$66.1K 0.07% 287
2023
Q3 		$1.78M Sell
22,666
-216
-0.9% -$18.1K 0.08% 254
2023
Q2 		$2.02M Buy
22,882
+3,536
+18% +$304K 0.1% 219
2023
Q1 		$1.56M Buy
19,346
+1,587
+9% +$129K 0.09% 247
2022
Q4 		$1.38M Sell
17,759
-685
-4% -$55.5K 0.09% 233
2022
Q3 		$1.49M Buy
18,444
+1,101
+6% +$98.9K 0.11% 189
2022
Q2 		$1.56M Buy
17,343
+2,401
+16% +$243K 0.12% 190
2022
Q1 		$1.66M Buy
14,942
+2,383
+19% +$252K 0.12% 189
2021
Q4 		$1.3M Buy
12,559
+316
+3% +$36.6K 0.09% 226
2021
Q3 		$1.53M Buy
12,243
+1,054
+9% +$136K 0.12% 206
2021
Q2 		$1.39M Sell
11,189
-1,203
-10% -$151K 0.11% 215
2021
Q1 		$1.46M Sell
12,392
-6,537
-35% -$766K 0.14% 183
2020
Q4 		$2.22M Buy
18,929
+1,061
+6% +$117K 0.21% 124
2020
Q3 		$1.86M Buy
17,868
+2,876
+19% +$289K 0.21% 127
2020
Q2 		$1.38M Buy
14,992
+8,463
+130% +$812K 0.19% 143
2020
Q1 		$589K Buy
6,529
+224
+4% +$23.8K 0.11% 221
2019
Q4 		$715K Buy
6,305
+78
+1% +$8.56K 0.1% 239
2019
Q3 		$676K Buy
6,227
+629
+11% +$65.6K 0.1% 225
2019
Q2 		$545K Buy
5,598
+768
+16% +$70.1K 0.09% 240
2019
Q1 		$440K Sell
4,830
-92
-2% -$8.23K 0.08% 239
2018
Q4 		$428K Sell
4,922
-813
-14% -$76K 0.09% 228
2018
Q3 		$564K Buy
5,735
+852
+17% +$78.8K 0.12% 200
2018
Q2 		$419K Buy
4,883
+361
+8% +$30.2K 0.1% 243
2018
Q1 		$363K Buy
4,522
+1,522
+51% +$126K 0.09% 229
2017
Q4 		$242K Sell
3,000
-104
-3% -$8.33K 0.08% 221
2017
Q3 		$241K Sell
3,104
-23
-0.7% -$1.91K 0.1% 197
2017
Q2 		$278K Buy
3,127
+300
+11% +$25.3K 0.11% 180
2017
Q1 		$228K Sell
2,827
-305
-10% -$23.8K 0.09% 193
2016
Q4 		$223K Buy
3,132
+128
+4% +$10.1K 0.09% 195
2016
Q3 		$260K Hold
3,004
– – 0.1% 204
2016
Q2 		$261K Sell
3,004
-105
-3% -$8.49K 0.11% 180
2016
Q1 		$233K Buy
3,109
+200
+7% +$15.1K 0.1% 185
2015
Q4 		$224K Buy
+2,909
New +$219K 0.09% 197
2015
Q1 		– Sell
-6,843
Closed -$494K – 206
2014
Q4 		$494K Buy
+6,843
New +$475K 0.27% 112

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

Dynamic Advisor Solutions's MDT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Medtronic (MDT) stake by 54% in Q2 2026, buying an estimated $781K and bringing the position to 27,591 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #321.

Dynamic Advisor Solutions first reported a position in MDT in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.69M in Q3 2024. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Dynamic Advisor Solutions held 27,591 shares of Medtronic worth $2.16M as of Q2 2026.
  • Dynamic Advisor Solutions bought 9,681 Medtronic shares in Q2 2026, an estimated $781K.
  • Medtronic made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #321 holding.
  • Dynamic Advisor Solutions first reported a position in Medtronic in Q4 2014 and has held it in 44 quarters since.
  • Dynamic Advisor Solutions's Medtronic position peaked at $2.69M in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.