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Great Waters Wealth Management’s Medtronic MDT Stock Holding History

Great Waters 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 		$1.06M Buy
13,487
+1,841
+16% +$149K 0.1% 44
2026
Q1 		$1.01M Sell
11,646
-30
-0.3% -$2.87K 0.11% 43
2025
Q4 		$1.12M Sell
11,676
-158
-1% -$15.3K 0.12% 39
2025
Q3 		$1.13M Hold
11,834
– – 0.13% 38
2025
Q2 		$1.03M Sell
11,834
-3,344
-22% -$284K 0.13% 42
2025
Q1 		$1.36M Buy
15,178
+2,739
+22% +$245K 0.19% 33
2024
Q4 		$994K Sell
12,439
-1,844
-13% -$160K 0.13% 45
2024
Q3 		$1.29M Sell
14,283
-484
-3% -$40.7K 0.17% 38
2024
Q2 		$1.16M Sell
14,767
-1,076
-7% -$88.2K 0.18% 39
2024
Q1 		$1.38M Buy
15,843
+7,533
+91% +$643K 0.23% 35
2023
Q4 		$691K Sell
8,310
-341
-4% -$26K 0.12% 51
2023
Q3 		$659K Sell
8,651
-58
-0.7% -$4.86K 0.13% 52
2023
Q2 		$767K Sell
8,709
-36
-0.4% -$3.1K 0.15% 51
2023
Q1 		$750K Sell
8,745
-11
-0.1% -$897 0.16% 48
2022
Q4 		$711K Buy
+8,756
New +$710K 0.15% 49

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Great Waters Wealth Management's MDT Position: Q2 2026 in Review

Great Waters Wealth Management increased its Medtronic (MDT) stake by 16% in Q2 2026, buying an estimated $149K and bringing the position to 13,487 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #44.

Great Waters Wealth Management first reported a position in MDT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q1 2024. 794 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Great Waters Wealth Management held 13,487 shares of Medtronic worth $1.06M as of Q2 2026.
  • Great Waters Wealth Management bought 1,841 Medtronic shares in Q2 2026, an estimated $149K.
  • Medtronic made up 0.1% of Great Waters Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Great Waters Wealth Management first reported a position in Medtronic in Q4 2022 and has held it in 15 quarters since.
  • Great Waters Wealth Management's Medtronic position peaked at $1.38M in Q1 2024.
  • 794 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.