Forza Wealth Management’s Medtronic MDT Stock Holding History

Forza 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	$523K	Sell	6,687 -400	-6%	-$32.3K	0.16%	127
2026 Q1	$614K	Buy	7,087 +288	+4%	+$27.6K	0.21%	113
2025 Q4	$653K	Buy	6,799 +1,275	+23%	+$124K	0.24%	95
2025 Q3	$526K	Buy	5,524 +760	+16%	+$69.9K	0.2%	116
2025 Q2	$415K	Buy	4,764 +610	+15%	+$51.7K	0.17%	136
2025 Q1	$373K	Buy	4,154 +90	+2%	+$8.05K	0.17%	134
2024 Q4	$325K	Buy	4,064 +403	+11%	+$34.9K	0.15%	147
2024 Q3	$330K	Buy	3,661 +1,055	+40%	+$88.8K	0.15%	144
2024 Q2	$205K	Buy	+2,606	New	+$214K	0.11%	163
2023 Q3	–	Sell	-2,382	Closed	-$210K	–	184
2023 Q2	$210K	Sell	2,382 -208	-8%	-$17.9K	0.11%	175
2023 Q1	$209K	Buy	+2,590	New	+$211K	0.11%	173

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

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

Forza Wealth Management reduced its Medtronic (MDT) stake by 5.6% in Q2 2026, selling an estimated $32.3K and leaving 6,687 shares worth $523K. The position accounts for 0.16% of the portfolio, ranked #127.

Forza Wealth Management first reported a position in MDT in Q1 2023 and has held it in 11 quarters since. The position peaked at $653K in Q4 2025. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Forza Wealth Management held 6,687 shares of Medtronic worth $523K as of Q2 2026.
Forza Wealth Management sold 400 Medtronic shares in Q2 2026, an estimated $32.3K.
Medtronic made up 0.16% of Forza Wealth Management's portfolio in Q2 2026, its #127 holding.
Forza Wealth Management first reported a position in Medtronic in Q1 2023 and has held it in 11 quarters since.
Forza Wealth Management's Medtronic position peaked at $653K in Q4 2025.
486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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