HF Advisory Group’s Medtronic MDT Stock Holding History

HF Advisory Group’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	$1.75M	Buy	22,412 +3,795	+20%	+$306K	0.54%	64
2026 Q1	$1.61M	Buy	18,617 +2,010	+12%	+$193K	0.55%	69
2025 Q4	$1.6M	Buy	16,607 +1,372	+9%	+$133K	0.56%	67
2025 Q3	$1.45M	Buy	15,235 +1,102	+8%	+$101K	0.53%	69
2025 Q2	$1.23M	Buy	14,133 +1,106	+8%	+$93.8K	0.49%	77
2025 Q1	$1.17M	Buy	13,027 +4,873	+60%	+$436K	0.51%	80
2024 Q4	$651K	Buy	8,154 +281	+4%	+$24.3K	0.3%	109
2024 Q3	$709K	Buy	7,873 +992	+14%	+$83.5K	0.33%	106
2024 Q2	$542K	Buy	6,881 +2,262	+49%	+$185K	0.28%	119
2024 Q1	$403K	Buy	+4,619	New	+$394K	0.23%	122

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

HF Advisory Group's MDT Position: Q2 2026 in Review

HF Advisory Group increased its Medtronic (MDT) stake by 20% in Q2 2026, buying an estimated $306K and bringing the position to 22,412 shares worth $1.75M. The position accounts for 0.54% of the portfolio, ranked #64.

HF Advisory Group first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. 425 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

HF Advisory Group held 22,412 shares of Medtronic worth $1.75M as of Q2 2026.
HF Advisory Group bought 3,795 Medtronic shares in Q2 2026, an estimated $306K.
Medtronic made up 0.54% of HF Advisory Group's portfolio in Q2 2026, its #64 holding.
HF Advisory Group first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
425 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.