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Holos Integrated Wealth’s Medtronic MDT Stock Holding History

Holos Integrated Wealth’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 		$11.9K Hold
142
– – 0.01% 255
2026
Q1 		$12.3K Hold
142
– – 0.01% 246
2025
Q4 		$13.6K Buy
142
+114
+407% +$11.1K 0.01% 186
2025
Q3 		$2.67K Hold
28
– – ﹤0.01% 259
2025
Q2 		$2.6K Sell
28
-189
-87% -$16K ﹤0.01% 263
2025
Q1 		$19.5K Sell
217
-49
-18% -$4.38K 0.01% 156
2024
Q4 		$21.2K Buy
+266
New +$23K 0.01% 151

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
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

Holos Integrated Wealth's MDT Position: Q2 2026 in Review

Holos Integrated Wealth held its Medtronic (MDT) position steady in Q2 2026 at 142 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #255.

Holos Integrated Wealth first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.2K in Q4 2024. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Holos Integrated Wealth held 142 shares of Medtronic worth $11.9K as of Q2 2026.
  • Holos Integrated Wealth left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #255 holding.
  • Holos Integrated Wealth first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Medtronic position peaked at $21.2K in Q4 2024.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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