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

Guardian Wealth Advisors (North Carolina)’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
-2,835
Closed -$246K – 512
2026
Q1 		$246K Sell
2,835
-138
-5% -$13.2K 0.02% 315
2025
Q4 		$286K Sell
2,973
-57
-2% -$5.54K 0.02% 300
2025
Q3 		$289K Buy
3,030
+46
+2% +$4.23K 0.02% 292
2025
Q2 		$260K Sell
2,984
-329
-10% -$27.9K 0.02% 287
2025
Q1 		$298K Sell
3,313
-58
-2% -$5.19K 0.02% 253
2024
Q4 		$269K Buy
3,371
+453
+16% +$39.2K 0.02% 262
2024
Q3 		$263K Sell
2,918
-263
-8% -$22.1K 0.03% 229
2024
Q2 		$250K Buy
3,181
+27
+0.9% +$2.21K 0.03% 222
2024
Q1 		$275K Buy
3,154
+310
+11% +$26.5K 0.03% 219
2023
Q4 		$234K Buy
+2,844
New +$217K 0.04% 221
2023
Q3 		– Sell
-2,383
Closed -$212K – 438
2023
Q2 		$212K Sell
2,383
-231
-9% -$19.9K 0.04% 220
2023
Q1 		$213K Sell
2,614
-21
-0.8% -$1.71K 0.04% 208
2022
Q4 		$207K Hold
2,635
– – 0.04% 195
2022
Q3 		$215K Buy
+2,635
New +$237K 0.04% 174
2022
Q2 		– Sell
-2,069
Closed -$231K – 372
2022
Q1 		$231K Buy
+2,069
New +$219K 0.1% 153

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 $3.38T AUM 44.17% 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 (North Carolina)'s MDT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,835 shares — an estimated $246K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MDT in Q1 2022 and held it in 15 quarters. The position peaked at $298K in Q1 2025. 2,148 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,835 Medtronic shares in Q2 2026, an estimated $246K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Medtronic in Q1 2022 and held it in 15 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Medtronic position peaked at $298K in Q1 2025.
  • 2,148 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.