EWM
MDT icon

Empirical Wealth Management’s Medtronic MDT Stock Holding History

Empirical Wealth Management’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 		$432K Buy
5,528
+731
+15% +$59K 0.01% 736
2026
Q1 		$416K Sell
4,797
-2,033
-30% -$195K 0.01% 651
2025
Q4 		$656K Buy
6,830
+1,319
+24% +$128K 0.01% 432
2025
Q3 		$525K Buy
5,511
+1,230
+29% +$113K 0.01% 461
2025
Q2 		$373K Sell
4,281
-24
-0.6% -$2.04K 0.01% 476
2025
Q1 		$387K Sell
4,305
-7,309
-63% -$654K 0.01% 458
2024
Q4 		$928K Buy
11,614
+1,955
+20% +$169K 0.03% 286
2024
Q3 		$870K Buy
9,659
+718
+8% +$60.4K 0.02% 292
2024
Q2 		$704K Buy
8,941
+1,072
+14% +$87.9K 0.02% 294
2024
Q1 		$686K Buy
7,869
+2,211
+39% +$189K 0.02% 293
2023
Q4 		$466K Sell
5,658
-3,441
-38% -$262K 0.02% 332
2023
Q3 		$713K Buy
9,099
+1,651
+22% +$138K 0.03% 261
2023
Q2 		$656K Buy
7,448
+1,249
+20% +$108K 0.03% 268
2023
Q1 		$500K Buy
6,199
+43
+0.7% +$3.5K 0.02% 321
2022
Q4 		$478K Sell
6,156
-937
-13% -$75.9K 0.02% 315
2022
Q3 		$573K Sell
7,093
-3,258
-31% -$293K 0.03% 275
2022
Q2 		$929K Buy
10,351
+1,296
+14% +$131K 0.05% 206
2022
Q1 		$1M Sell
9,055
-1,087
-11% -$115K 0.05% 212
2021
Q4 		$1.05M Sell
10,142
-438
-4% -$50.7K 0.05% 209
2021
Q3 		$1.33M Sell
10,580
-144
-1% -$18.6K 0.08% 156
2021
Q2 		$1.33M Sell
10,724
-615
-5% -$77.2K 0.08% 152
2021
Q1 		$1.34M Sell
11,339
-2,278
-17% -$267K 0.11% 128
2020
Q4 		$1.59M Buy
13,617
+361
+3% +$39.7K 0.12% 115
2020
Q3 		$1.38M Sell
13,256
-440
-3% -$44.2K 0.12% 118
2020
Q2 		$1.26M Buy
13,696
+1,690
+14% +$162K 0.12% 115
2020
Q1 		$1.08M Buy
12,006
+2,434
+25% +$259K 0.12% 109
2019
Q4 		$1.09M Buy
9,572
+7,328
+327% +$804K 0.12% 118
2019
Q3 		$244K Buy
2,244
+147
+7% +$15.3K 0.03% 254
2019
Q2 		$204K Buy
+2,097
New +$191K 0.03% 249
2015
Q4 		– Sell
-4,010
Closed -$268K – 109
2015
Q3 		$268K Buy
+4,010
New +$295K 0.06% 100

Other funds holding MDT

Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Empirical Wealth Management's MDT Position: Q2 2026 in Review

Empirical Wealth Management increased its Medtronic (MDT) stake by 15% in Q2 2026, buying an estimated $59K and bringing the position to 5,528 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #736.

Empirical Wealth Management first reported a position in MDT in Q3 2015 and has held it in 30 quarters since. The position peaked at $1.59M in Q4 2020. 882 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Empirical Wealth Management held 5,528 shares of Medtronic worth $432K as of Q2 2026.
  • Empirical Wealth Management bought 731 Medtronic shares in Q2 2026, an estimated $59K.
  • Medtronic made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #736 holding.
  • Empirical Wealth Management first reported a position in Medtronic in Q3 2015 and has held it in 30 quarters since.
  • Empirical Wealth Management's Medtronic position peaked at $1.59M in Q4 2020.
  • 882 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.