Independence Wealth Advisors (Ohio)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Other funds holding MDT
Independence Wealth Advisors (Ohio)'s MDT Position: Q2 2026 in Review
Independence Wealth Advisors (Ohio) increased its Medtronic (MDT) stake by 44% in Q2 2026, buying an estimated $92K and bringing the position to 3,731 shares worth $292K. The position accounts for 0.15% of the portfolio, ranked #67.
Independence Wealth Advisors (Ohio) first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Independence Wealth Advisors (Ohio) held 3,731 shares of Medtronic worth $292K as of Q2 2026.
- Independence Wealth Advisors (Ohio) bought 1,140 Medtronic shares in Q2 2026, an estimated $92K.
- Medtronic made up 0.15% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #67 holding.
- Independence Wealth Advisors (Ohio) first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
- 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.