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Investment Advisory Services’s Medtronic MDT Stock Holding History

Investment Advisory Services’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 		$451K Sell
5,765
-2,448
-30% -$197K 0.13% 80
2026
Q1 		$712K Sell
8,213
-6
-0.1% -$575 0.23% 68
2025
Q4 		$790K Buy
8,219
+41
+0.5% +$3.98K 0.25% 65
2025
Q3 		$779K Buy
8,178
+9
+0.1% +$827 0.25% 65
2025
Q2 		$712K Sell
8,169
-187
-2% -$15.9K 0.24% 68
2025
Q1 		$751K Buy
8,356
+9
+0.1% +$805 0.27% 61
2024
Q4 		$667K Buy
8,347
+81
+1% +$7.01K 0.24% 66
2024
Q3 		$744K Buy
8,266
+66
+0.8% +$5.55K 0.26% 64
2024
Q2 		$645K Sell
8,200
-730
-8% -$59.8K 0.24% 67
2024
Q1 		$778K Buy
8,930
+42
+0.5% +$3.58K 0.29% 65
2023
Q4 		$732K Sell
8,888
-439
-5% -$33.5K 0.29% 61
2023
Q3 		$731K Buy
9,327
+38
+0.4% +$3.18K 0.31% 61
2023
Q2 		$818K Buy
9,289
+669
+8% +$57.6K 0.35% 59
2023
Q1 		$695K Buy
8,620
+138
+2% +$11.2K 0.34% 57
2022
Q4 		$670K Sell
8,482
-572
-6% -$46.4K 0.34% 57
2022
Q3 		$731K Sell
9,054
-152
-2% -$13.7K 0.44% 53
2022
Q2 		$826K Sell
9,206
-207
-2% -$21K 0.48% 51
2022
Q1 		$1.04M Sell
9,413
-82
-0.9% -$8.66K 0.58% 46
2021
Q4 		$982K Buy
9,495
+204
+2% +$23.6K 0.54% 47
2021
Q3 		$1.17M Buy
9,291
+151
+2% +$19.5K 0.71% 46
2021
Q2 		$1.14M Buy
+9,140
New +$1.15M 0.7% 46
2020
Q4 		$1.05M Buy
8,943
+215
+2% +$23.7K 0.73% 42
2020
Q3 		$907K Buy
8,728
+676
+8% +$67.9K 0.72% 43
2020
Q2 		$738K Buy
8,052
+152
+2% +$14.6K 0.63% 45
2020
Q1 		$712K Hold
7,900
– – 0.76% 41
2019
Q4 		$896K Buy
+7,900
New +$867K 0.81% 39

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

Investment Advisory Services's MDT Position: Q2 2026 in Review

Investment Advisory Services reduced its Medtronic (MDT) stake by 30% in Q2 2026, selling an estimated $197K and leaving 5,765 shares worth $451K. The position accounts for 0.13% of the portfolio, ranked #80.

Investment Advisory Services first reported a position in MDT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.17M in Q3 2021. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Investment Advisory Services held 5,765 shares of Medtronic worth $451K as of Q2 2026.
  • Investment Advisory Services sold 2,448 Medtronic shares in Q2 2026, an estimated $197K.
  • Medtronic made up 0.13% of Investment Advisory Services's portfolio in Q2 2026, its #80 holding.
  • Investment Advisory Services first reported a position in Medtronic in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Medtronic position peaked at $1.17M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.