GWAM
MDT icon

Guardian Wealth Advisors (Minnesota)’s Medtronic MDT Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$208K Sell
2,658
-229
-8% -$18.5K 0.1% 66
2026
Q1 		$250K Buy
2,887
+25
+0.9% +$2.4K 0.14% 55
2025
Q4 		$275K Sell
2,862
-826
-22% -$80.2K 0.16% 57
2025
Q3 		$351K Hold
3,688
– – 0.2% 48
2025
Q2 		$322K Sell
3,688
-137
-4% -$11.6K 0.19% 52
2025
Q1 		$344K Sell
3,825
-395
-9% -$35.3K 0.22% 53
2024
Q4 		$337K Buy
4,220
+521
+14% +$45.1K 0.22% 53
2024
Q3 		$333K Sell
3,699
-4
-0.1% -$336 0.21% 58
2024
Q2 		$291K Buy
3,703
+3
+0.1% +$246 0.19% 59
2024
Q1 		$322K Sell
3,700
-90
-2% -$7.68K 0.21% 58
2023
Q4 		$312K Buy
3,790
+948
+33% +$72.3K 0.22% 56
2023
Q3 		$223K Sell
2,842
-128
-4% -$10.7K 0.17% 63
2023
Q2 		$262K Sell
2,970
-176
-6% -$15.2K 0.19% 59
2023
Q1 		$254K Buy
+3,146
New +$256K 0.2% 58
2022
Q4 		– Sell
-2,510
Closed -$203K – 65
2022
Q3 		$203K Buy
2,510
+100
+4% +$8.99K 0.2% 58
2022
Q2 		$216K Buy
2,410
+32
+1% +$3.24K 0.2% 61
2022
Q1 		$264K Buy
2,378
+90
+4% +$9.51K 0.22% 56
2021
Q4 		$237K Buy
2,288
+52
+2% +$6.02K 0.19% 59
2021
Q3 		$280K Buy
2,236
+7
+0.3% +$906 0.25% 52
2021
Q2 		$277K Buy
2,229
+2
+0.1% +$251 0.24% 55
2021
Q1 		$263K Sell
2,227
-35
-2% -$4.1K 0.24% 57
2020
Q4 		$265K Buy
+2,262
New +$249K 0.26% 57

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s MDT Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Medtronic (MDT) stake by 7.9% in Q2 2026, selling an estimated $18.5K and leaving 2,658 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #66.

Guardian Wealth Advisors (Minnesota) first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $351K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 2,658 shares of Medtronic worth $208K as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) sold 229 Medtronic shares in Q2 2026, an estimated $18.5K.
  • Medtronic made up 0.1% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #66 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Medtronic position peaked at $351K in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.