Hennion & Walsh Asset Management’s Medtronic MDT Stock Holding History

Hennion & Walsh Asset 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	$2.24M	Buy	28,669 +1,452	+5%	+$117K	0.06%	355
2026 Q1	$2.36M	Buy	27,217 +3,636	+15%	+$348K	0.08%	308
2025 Q4	$2.27M	Buy	23,581 +4,592	+24%	+$446K	0.08%	324
2025 Q3	$1.81M	Buy	18,989 +4,792	+34%	+$441K	0.07%	372
2025 Q2	$1.24M	Buy	14,197 +6,184	+77%	+$524K	0.05%	441
2025 Q1	$720K	Buy	8,013 +4,507	+129%	+$403K	0.03%	552
2024 Q4	$280K	Buy	+3,506	New	+$304K	0.01%	771
2022 Q2	–	Sell	-5,693	Closed	-$631K	–	784
2022 Q1	$631K	Buy	5,693 +2,344	+70%	+$248K	0.03%	460
2021 Q4	$346K	Sell	3,349 -181	-5%	-$21K	0.02%	618
2021 Q3	$442K	Sell	3,530 -46	-1%	-$5.95K	0.02%	533
2021 Q2	$444K	Sell	3,576 -33	-0.9%	-$4.14K	0.02%	547
2021 Q1	$426K	Buy	+3,609	New	+$423K	0.03%	524

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Hennion & Walsh Asset Management's MDT Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Medtronic (MDT) stake by 5.3% in Q2 2026, buying an estimated $117K and bringing the position to 28,669 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #355.

Hennion & Walsh Asset Management first reported a position in MDT in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.36M in Q1 2026. 620 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Hennion & Walsh Asset Management held 28,669 shares of Medtronic worth $2.24M as of Q2 2026.
Hennion & Walsh Asset Management bought 1,452 Medtronic shares in Q2 2026, an estimated $117K.
Medtronic made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #355 holding.
Hennion & Walsh Asset Management first reported a position in Medtronic in Q1 2021 and has held it in 12 quarters since.
Hennion & Walsh Asset Management's Medtronic position peaked at $2.36M in Q1 2026.
620 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.