FHC
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First Heartland Consultants’s Medtronic MDT Stock Holding History

First Heartland Consultants’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
-434
Closed -$215K – 603
2026
Q1 		$215K Sell
434
-5,381
-93% -$515K 0.02% 492
2025
Q4 		$559K Sell
5,815
-44
-0.8% -$4.27K 0.04% 276
2025
Q3 		$558K Buy
5,859
+35
+0.6% +$3.22K 0.05% 261
2025
Q2 		$508K Buy
5,824
+779
+15% +$66.1K 0.05% 263
2025
Q1 		$453K Sell
5,045
-109
-2% -$9.75K 0.05% 256
2024
Q4 		$412K Buy
5,154
+27
+0.5% +$2.34K 0.04% 278
2024
Q3 		$462K Sell
5,127
-82
-2% -$6.9K 0.05% 256
2024
Q2 		$410 Buy
5,209
+697
+15% +$57.1K 0.03% 292
2024
Q1 		$393K Sell
4,512
-391
-8% -$33.4K 0.04% 284
2023
Q4 		$404K Buy
4,903
+1,767
+56% +$135K 0.05% 246
2023
Q3 		$246K Sell
3,136
-3,322
-51% -$278K 0.03% 326
2023
Q2 		$569K Sell
6,458
-3,361
-34% -$289K 0.07% 195
2023
Q1 		$792K Buy
9,819
+3,040
+45% +$248K 0.12% 157
2022
Q4 		$527K Buy
+6,779
New +$549K 0.08% 189
2020
Q1 		– Sell
-2,089
Closed -$237K – 284
2019
Q4 		$237K Sell
2,089
-190
-8% -$20.8K 0.05% 269
2019
Q3 		$247K Buy
2,279
+142
+7% +$14.8K 0.05% 249
2019
Q2 		$208K Sell
2,137
-226
-10% -$20.6K 0.05% 267
2019
Q1 		$215K Sell
2,363
-264
-10% -$23.6K 0.06% 258
2018
Q4 		$239K Buy
2,627
+57
+2% +$5.33K 0.09% 202
2018
Q3 		$253K Buy
+2,570
New +$238K 0.08% 211
2015
Q2 		– Sell
-4,861
Closed -$379K – 267
2015
Q1 		$379K Buy
4,861
+2,066
+74% +$157K 0.14% 167
2014
Q4 		$202K Buy
+2,795
New +$194K 0.08% 231

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Heartland Consultants's MDT Position: Q2 2026 in Review

First Heartland Consultants sold out of Medtronic (MDT) in Q2 2026, closing a stake of 434 shares — an estimated $215K sold.

First Heartland Consultants first reported a position in MDT in Q4 2014 and held it in 22 quarters. The position peaked at $792K in Q1 2023. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • First Heartland Consultants reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • First Heartland Consultants sold 434 Medtronic shares in Q2 2026, an estimated $215K.
  • First Heartland Consultants first reported a position in Medtronic in Q4 2014 and held it in 22 quarters.
  • First Heartland Consultants's Medtronic position peaked at $792K in Q1 2023.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.