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HHM Wealth Advisors’s Medtronic MDT Stock Holding History

HHM Wealth Advisors’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 		$151K Sell
1,934
-71
-4% -$5.73K 0.02% 240
2026
Q1 		$174K Sell
2,005
-942
-32% -$90.2K 0.02% 209
2025
Q4 		$283K Sell
2,947
-622
-17% -$60.4K 0.03% 161
2025
Q3 		$340K Hold
3,569
– – 0.04% 150
2025
Q2 		$311K Sell
3,569
-26
-0.7% -$2.21K 0.04% 158
2025
Q1 		$323K Buy
3,595
+571
+19% +$51.1K 0.04% 139
2024
Q4 		$242K Sell
3,024
-317
-9% -$27.4K 0.03% 168
2024
Q3 		$301K Buy
3,341
+25
+0.8% +$2.1K 0.04% 137
2024
Q2 		$261K Buy
3,316
+925
+39% +$75.8K 0.04% 144
2024
Q1 		$208K Sell
2,391
-65
-3% -$5.55K 0.03% 142
2023
Q4 		$202K Buy
2,456
+164
+7% +$12.5K 0.04% 138
2023
Q3 		$180K Hold
2,292
– – 0.04% 137
2023
Q2 		$202K Buy
2,292
+555
+32% +$47.8K 0.04% 136
2023
Q1 		$140K Buy
1,737
+129
+8% +$10.5K 0.03% 167
2022
Q4 		$125K Buy
1,608
+34
+2% +$2.76K 0.03% 160
2022
Q3 		$127K Sell
1,574
-1,266
-45% -$114K 0.03% 149
2022
Q2 		$255K Buy
2,840
+124
+5% +$12.6K 0.07% 113
2022
Q1 		$301K Sell
2,716
-55
-2% -$5.81K 0.07% 112
2021
Q4 		$287K Hold
2,771
– – 0.07% 110
2021
Q3 		$347K Sell
2,771
-81
-3% -$10.5K 0.09% 90
2021
Q2 		$354K Hold
2,852
– – 0.1% 84
2021
Q1 		$337K Buy
2,852
+36
+1% +$4.22K 0.1% 78
2020
Q4 		$330K Buy
2,816
+118
+4% +$13K 0.11% 70
2020
Q3 		$280K Buy
2,698
+44
+2% +$4.42K 0.11% 67
2020
Q2 		$243K Buy
2,654
+203
+8% +$19.5K 0.1% 76
2020
Q1 		$221K Buy
+2,451
New +$261K 0.11% 72

Other funds holding MDT

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
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

HHM Wealth Advisors's MDT Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Medtronic (MDT) stake by 3.5% in Q2 2026, selling an estimated $5.73K and leaving 1,934 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #240.

HHM Wealth Advisors first reported a position in MDT in Q1 2020 and has held it in 26 quarters since. The position peaked at $354K in Q2 2021. 683 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • HHM Wealth Advisors held 1,934 shares of Medtronic worth $151K as of Q2 2026.
  • HHM Wealth Advisors sold 71 Medtronic shares in Q2 2026, an estimated $5.73K.
  • Medtronic made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • HHM Wealth Advisors first reported a position in Medtronic in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Medtronic position peaked at $354K in Q2 2021.
  • 683 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.