Elevation Wealth Partners’s Medtronic MDT Stock Holding History

Elevation 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	$15.3K	Buy	195 +57	+41%	+$4.6K	﹤0.01%	672
2026 Q1	$12K	Buy	138 +16	+13%	+$1.53K	﹤0.01%	474
2025 Q4	$11.7K	Buy	122 +7	+6%	+$680	﹤0.01%	459
2025 Q3	$11K	Buy	+115	New	+$10.6K	﹤0.01%	381
2024 Q1	–	Sell	-800	Closed	-$62.7K	–	493
2023 Q4	$62.7K	Buy	+800	New	+$61K	0.04%	191

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Elevation Wealth Partners increased its Medtronic (MDT) stake by 41% in Q2 2026, buying an estimated $4.6K and bringing the position to 195 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Elevation Wealth Partners first reported a position in MDT in Q4 2023 and has held it in 5 quarters since. The position peaked at $62.7K in Q4 2023. 882 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Elevation Wealth Partners held 195 shares of Medtronic worth $15.3K as of Q2 2026.
Elevation Wealth Partners bought 57 Medtronic shares in Q2 2026, an estimated $4.6K.
Medtronic made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #672 holding.
Elevation Wealth Partners first reported a position in Medtronic in Q4 2023 and has held it in 5 quarters since.
Elevation Wealth Partners's Medtronic position peaked at $62.7K in Q4 2023.
882 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.