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Everpar Advisors’s Medtronic MDT Stock Holding History

Everpar Advisors’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 		$330K Sell
4,218
-460
-10% -$37.1K 0.09% 204
2026
Q1 		$405K Sell
4,678
-281
-6% -$26.9K 0.14% 159
2025
Q4 		$476K Sell
4,959
-1,480
-23% -$144K 0.18% 133
2025
Q3 		$613K Buy
6,439
+67
+1% +$6.16K 0.24% 96
2025
Q2 		$555K Buy
6,372
+85
+1% +$7.21K 0.25% 97
2025
Q1 		$565K Sell
6,287
-140
-2% -$12.5K 0.3% 78
2024
Q4 		$513K Buy
6,427
+228
+4% +$19.7K 0.26% 101
2024
Q3 		$558K Sell
6,199
-1,054
-15% -$88.7K 0.29% 97
2024
Q2 		$571K Buy
7,253
+1,416
+24% +$116K 0.29% 102
2024
Q1 		$509K Sell
5,837
-781
-12% -$66.7K 0.31% 106
2023
Q4 		$545K Buy
+6,618
New +$504K 0.25% 142

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

Everpar Advisors's MDT Position: Q2 2026 in Review

Everpar Advisors reduced its Medtronic (MDT) stake by 9.8% in Q2 2026, selling an estimated $37.1K and leaving 4,218 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #204.

Everpar Advisors first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $613K in Q3 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Everpar Advisors held 4,218 shares of Medtronic worth $330K as of Q2 2026.
  • Everpar Advisors sold 460 Medtronic shares in Q2 2026, an estimated $37.1K.
  • Medtronic made up 0.09% of Everpar Advisors's portfolio in Q2 2026, its #204 holding.
  • Everpar Advisors first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Medtronic position peaked at $613K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.