HWP
MDT icon

Highline Wealth Partners’s Medtronic MDT Stock Holding History

Highline Wealth Partners’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 		$14.9K Sell
190
-10
-5% -$807 ﹤0.01% 454
2026
Q1 		$17.3K Sell
200
-96
-32% -$9.2K ﹤0.01% 328
2025
Q4 		$28.4K Buy
296
+89
+43% +$8.64K 0.01% 199
2025
Q3 		$19.7K Buy
207
+4
+2% +$368 0.01% 279
2025
Q2 		$17.7K Hold
203
– – 0.01% 242
2025
Q1 		$18.2K Buy
203
+34
+20% +$3.04K 0.01% 219
2024
Q4 		$13.5K Sell
169
-136
-45% -$11.8K ﹤0.01% 213
2024
Q3 		$27.5K Sell
305
-188
-38% -$15.8K 0.01% 161
2024
Q2 		$38.8K Sell
493
-91
-16% -$7.46K 0.01% 141
2024
Q1 		$50.9K Sell
584
-114
-16% -$9.73K 0.02% 134
2023
Q4 		$57.5K Buy
698
+561
+409% +$42.8K 0.03% 123
2023
Q3 		$10.7K Buy
137
+96
+234% +$8.04K 0.01% 181
2023
Q2 		$3.61K Hold
41
– – ﹤0.01% 193
2023
Q1 		$3.31K Sell
41
-16
-28% -$1.3K ﹤0.01% 198
2022
Q4 		$4.43K Buy
57
+16
+39% +$1.3K ﹤0.01% 180
2022
Q3 		$3.31K Buy
+41
New +$3.69K ﹤0.01% 182

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
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

Highline Wealth Partners's MDT Position: Q2 2026 in Review

Highline Wealth Partners reduced its Medtronic (MDT) stake by 5% in Q2 2026, selling an estimated $807 and leaving 190 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Highline Wealth Partners first reported a position in MDT in Q3 2022 and has held it in 16 quarters since. The position peaked at $57.5K in Q4 2023. 425 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Highline Wealth Partners held 190 shares of Medtronic worth $14.9K as of Q2 2026.
  • Highline Wealth Partners sold 10 Medtronic shares in Q2 2026, an estimated $807.
  • Medtronic made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #454 holding.
  • Highline Wealth Partners first reported a position in Medtronic in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Medtronic position peaked at $57.5K in Q4 2023.
  • 425 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.