FWA
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FSM Wealth Advisors’s Medtronic MDT Stock Holding History

FSM Wealth 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 		$403K Sell
5,153
-302
-6% -$24.4K 0.04% 215
2026
Q1 		$473K Sell
5,455
-114
-2% -$10.9K 0.06% 172
2025
Q4 		$535K Buy
5,569
+136
+3% +$13.2K 0.07% 160
2025
Q3 		$517K Buy
5,433
+561
+12% +$51.6K 0.07% 171
2025
Q2 		$427K Buy
+4,872
New +$413K 0.07% 179
2022
Q4 		– Sell
-4,034
Closed -$326K – 145
2022
Q3 		$326K Buy
4,034
+662
+20% +$59.5K 0.27% 91
2022
Q2 		$316K Buy
+3,372
New +$342K 0.31% 80

Other funds holding MDT

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
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return