Formidable Asset Management’s Medtronic MDT Stock Holding History

Formidable Asset 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	$262K	Sell	3,026 -10	-0.3%	-$807	0.04%	338
2026 Q1	$292K	Hold	3,036	–	–	0.05%	323
2025 Q4	$289K	Sell	3,036 -15	-0.5%	-$1.46K	0.04%	342
2025 Q3	$266K	Sell	3,051 -239	-7%	-$22K	0.04%	346
2025 Q2	$296K	Hold	3,290	–	–	0.05%	315
2025 Q1	$296K	Sell	3,290 -13	-0.4%	-$1.16K	0.05%	314
2024 Q4	$264K	Sell	3,303 -1,816	-35%	-$157K	0.04%	319
2024 Q3	$461K	Sell	5,119 -814	-14%	-$68.5K	0.07%	235
2024 Q2	$467K	Sell	5,933 -1,096	-16%	-$89.8K	0.08%	241
2024 Q1	$613K	Buy	+7,029	New	+$600K	0.1%	210
2021 Q4	–	Sell	-1,807	Closed	-$226K	–	340
2021 Q3	$226K	Sell	1,807 -69	-4%	-$8.93K	0.04%	307
2021 Q2	$235K	Hold	1,876	–	–	0.05%	269
2021 Q1	$222K	Buy	1,876 +14	+0.8%	+$1.64K	0.05%	253
2020 Q4	$217K	Buy	+1,862	New	+$205K	0.05%	247
2015 Q4	–	Sell	-877	Closed	-$58K	–	588
2015 Q3	$58K	Buy	+877	New	+$64.6K	0.04%	212
2015 Q1	–	Sell	-140	Closed	-$10K	–	538
2014 Q4	$10K	Hold	140	–	–	0.01%	338
2014 Q3	$10K	Sell	140 -181	-56%	-$11.5K	0.01%	332
2014 Q2	$20K	Hold	321	–	–	0.01%	280
2014 Q1	$19K	Hold	321	–	–	0.01%	261
2013 Q4	$18K	Hold	321	–	–	0.01%	279
2013 Q3	$17K	Buy	+321	New	+$17.3K	0.01%	249

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Formidable Asset Management's MDT Position: Q2 2026 in Review

Formidable Asset Management reduced its Medtronic (MDT) stake by 0.33% in Q2 2026, selling an estimated $807 and leaving 3,026 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #338.

Formidable Asset Management first reported a position in MDT in Q3 2013 and has held it in 21 quarters since. The position peaked at $613K in Q1 2024. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Formidable Asset Management held 3,026 shares of Medtronic worth $262K as of Q2 2026.
Formidable Asset Management sold 10 Medtronic shares in Q2 2026, an estimated $807.
Medtronic made up 0.04% of Formidable Asset Management's portfolio in Q2 2026, its #338 holding.
Formidable Asset Management first reported a position in Medtronic in Q3 2013 and has held it in 21 quarters since.
Formidable Asset Management's Medtronic position peaked at $613K in Q1 2024.
372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.