HBW Advisory Services’s Medtronic MDT Stock Holding History

HBW Advisory Services’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	$1.87M	Buy	23,907 +850	+4%	+$68.6K	0.17%	129
2026 Q1	$2M	Buy	23,057 +1,293	+6%	+$124K	0.21%	112
2025 Q4	$2.09M	Sell	21,764 -10,819	-33%	-$1.05M	0.23%	104
2025 Q3	$3.1M	Sell	32,583 -1,103	-3%	-$101K	0.35%	70
2025 Q2	$2.94M	Sell	33,686 -2,179	-6%	-$185K	0.36%	65
2025 Q1	$3.22M	Buy	35,865 +1,581	+5%	+$141K	0.46%	52
2024 Q4	$2.74M	Buy	34,284 +299	+0.9%	+$25.9K	0.28%	65
2024 Q3	$3.06M	Buy	33,985 +530	+2%	+$44.6K	0.45%	57
2024 Q2	$2.63M	Buy	33,455 +6,229	+23%	+$511K	0.44%	72
2024 Q1	$2.24M	Hold	27,226	–	–	0.42%	71
2023 Q4	$2.24M	Buy	27,226 +1,576	+6%	+$120K	0.42%	71
2023 Q3	$2.01M	Buy	25,650 +12,490	+95%	+$1.05M	0.42%	72
2023 Q2	$1.16M	Buy	13,160 +1,526	+13%	+$131K	0.25%	97
2023 Q1	$937K	Buy	+11,634	New	+$948K	0.23%	110

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HBW Advisory Services's MDT Position: Q2 2026 in Review

HBW Advisory Services increased its Medtronic (MDT) stake by 3.7% in Q2 2026, buying an estimated $68.6K and bringing the position to 23,907 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #129.

HBW Advisory Services first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.22M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

HBW Advisory Services held 23,907 shares of Medtronic worth $1.87M as of Q2 2026.
HBW Advisory Services bought 850 Medtronic shares in Q2 2026, an estimated $68.6K.
Medtronic made up 0.17% of HBW Advisory Services's portfolio in Q2 2026, its #129 holding.
HBW Advisory Services first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
HBW Advisory Services's Medtronic position peaked at $3.22M in Q1 2025.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.