GPW
MDT icon

Genesis Private Wealth’s Medtronic MDT Stock Holding History

Genesis Private Wealth’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 		$396K Buy
5,067
+677
+15% +$54.6K 0.11% 104
2026
Q1 		$380K Buy
4,390
+1,657
+61% +$159K 0.12% 103
2025
Q4 		$263K Buy
2,733
+17
+0.6% +$1.65K 0.08% 141
2025
Q3 		$259K Sell
2,716
-560
-17% -$51.5K 0.11% 120
2025
Q2 		$286K Buy
3,276
+651
+25% +$55.2K 0.13% 96
2025
Q1 		$236K Buy
+2,625
New +$235K 0.13% 115

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
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

Genesis Private Wealth's MDT Position: Q2 2026 in Review

Genesis Private Wealth increased its Medtronic (MDT) stake by 15% in Q2 2026, buying an estimated $54.6K and bringing the position to 5,067 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #104.

Genesis Private Wealth first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Genesis Private Wealth held 5,067 shares of Medtronic worth $396K as of Q2 2026.
  • Genesis Private Wealth bought 677 Medtronic shares in Q2 2026, an estimated $54.6K.
  • Medtronic made up 0.11% of Genesis Private Wealth's portfolio in Q2 2026, its #104 holding.
  • Genesis Private Wealth first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • 486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.