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Global Wealth Strategies & Associates’s Medtronic MDT Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-33
Closed -$2.86K – 300
2026
Q1 		$2.86K Sell
33
-6
-15% -$575 ﹤0.01% 387
2025
Q4 		$3.75K Sell
39
-16
-29% -$1.55K ﹤0.01% 386
2025
Q3 		$5.24K Buy
55
+22
+67% +$2.02K ﹤0.01% 336
2025
Q2 		$2.88K Hold
33
– – ﹤0.01% 293
2025
Q1 		$2.96K Sell
33
-102
-76% -$9.13K ﹤0.01% 356
2024
Q4 		$10.8K Hold
135
– – ﹤0.01% 219
2024
Q3 		$12.2K Buy
135
+10
+8% +$841 ﹤0.01% 184
2024
Q2 		$9.84K Buy
125
+33
+36% +$2.71K ﹤0.01% 176
2024
Q1 		$8.02K Hold
92
– – ﹤0.01% 194
2023
Q4 		$7.58K Hold
92
– – ﹤0.01% 183
2023
Q3 		$7.21K Hold
92
– – ﹤0.01% 184
2023
Q2 		$8.11K Hold
92
– – ﹤0.01% 180
2023
Q1 		$7.42K Sell
92
-14
-13% -$1.14K ﹤0.01% 187
2022
Q4 		$8.24K Buy
+106
New +$8.59K ﹤0.01% 166

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Global Wealth Strategies & Associates's MDT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Medtronic (MDT) in Q2 2026, closing a stake of 33 shares — an estimated $2.86K sold.

Global Wealth Strategies & Associates first reported a position in MDT in Q4 2022 and held it in 14 quarters. The position peaked at $12.2K in Q3 2024. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 33 Medtronic shares in Q2 2026, an estimated $2.86K.
  • Global Wealth Strategies & Associates first reported a position in Medtronic in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Medtronic position peaked at $12.2K in Q3 2024.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.