PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Medtronic MDT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$122K	Buy	1,558 +4	+0.3%	+$323	0.03%	224
2026 Q1	$135K	Buy	1,554 +101	+7%	+$9.68K	0.04%	196
2025 Q4	$140K	Buy	1,453 +200	+16%	+$19.4K	0.04%	199
2025 Q3	$119K	Buy	1,253 +600	+92%	+$55.2K	0.04%	196
2025 Q2	$56.9K	Sell	653 -517	-44%	-$43.8K	0.02%	261
2025 Q1	$105K	Sell	1,170 -62	-5%	-$5.55K	0.04%	200
2024 Q4	$98.4K	Buy	1,232 +153	+14%	+$13.2K	0.04%	188
2024 Q3	$97.1K	Buy	1,079 +422	+64%	+$35.5K	0.05%	168
2024 Q2	$51.7K	Hold	657	–	–	0.03%	202
2024 Q1	$57.3K	Hold	657	–	–	0.04%	181
2023 Q4	$54.1K	Buy	+657	New	+$50.1K	0.03%	173
2023 Q2	–	Sell	-2,779	Closed	-$224K	–	298
2023 Q1	$224K	Buy	2,779 +474	+21%	+$38.6K	0.18%	72
2022 Q4	$179K	Buy	+2,305	New	+$187K	0.15%	78

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MDT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Medtronic (MDT) stake by 0.26% in Q2 2026, buying an estimated $323 and bringing the position to 1,558 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #224.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MDT in Q4 2022 and has held it in 13 quarters since. The position peaked at $224K in Q1 2023. 1,329 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,558 shares of Medtronic worth $122K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 4 Medtronic shares in Q2 2026, an estimated $323.
Medtronic made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #224 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Medtronic in Q4 2022 and has held it in 13 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Medtronic position peaked at $224K in Q1 2023.
1,329 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.