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IVC Wealth Advisors’s Medtronic MDT Stock Holding History

IVC 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 		$463K Sell
5,922
-174
-3% -$14K 0.18% 100
2026
Q1 		$528K Buy
6,096
+320
+6% +$30.7K 0.23% 83
2025
Q4 		$555K Sell
5,776
-53
-0.9% -$5.15K 0.24% 78
2025
Q3 		$555K Buy
5,829
+8
+0.1% +$735 0.25% 73
2025
Q2 		$507K Buy
5,821
+217
+4% +$18.4K 0.25% 75
2025
Q1 		$504K Buy
5,604
+535
+11% +$47.9K 0.27% 76
2024
Q4 		$405K Sell
5,069
-387
-7% -$33.5K 0.23% 85
2024
Q3 		$491K Sell
5,456
-1,481
-21% -$125K 0.27% 79
2024
Q2 		$546K Buy
6,937
+667
+11% +$54.7K 0.31% 77
2024
Q1 		$546K Buy
6,270
+592
+10% +$50.5K 0.32% 77
2023
Q4 		$468K Sell
5,678
-164
-3% -$12.5K 0.29% 81
2023
Q3 		$458K Sell
5,842
-59
-1% -$4.94K 0.31% 83
2023
Q2 		$520K Buy
5,901
+93
+2% +$8.01K 0.33% 76
2023
Q1 		$468K Sell
5,808
-3,854
-40% -$314K 0.33% 73
2022
Q4 		$430K Buy
9,662
+4,100
+74% +$332K 0.32% 83
2022
Q3 		$449K Buy
5,562
+166
+3% +$14.9K 0.36% 68
2022
Q2 		$484K Buy
5,396
+121
+2% +$12.3K 0.37% 65
2022
Q1 		$585K Buy
5,275
+443
+9% +$46.8K 0.38% 63
2021
Q4 		$500K Sell
4,832
-2
-0% -$232 0.32% 81
2021
Q3 		$606K Buy
4,834
+150
+3% +$19.4K 0.42% 63
2021
Q2 		$581K Buy
4,684
+245
+6% +$30.8K 0.41% 68
2021
Q1 		$524K Sell
4,439
-83
-2% -$9.73K 0.41% 70
2020
Q4 		$530K Buy
+4,522
New +$498K 0.51% 56

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

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

IVC Wealth Advisors reduced its Medtronic (MDT) stake by 2.9% in Q2 2026, selling an estimated $14K and leaving 5,922 shares worth $463K. The position accounts for 0.18% of the portfolio, ranked #100.

IVC Wealth Advisors first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $606K in Q3 2021. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • IVC Wealth Advisors held 5,922 shares of Medtronic worth $463K as of Q2 2026.
  • IVC Wealth Advisors sold 174 Medtronic shares in Q2 2026, an estimated $14K.
  • Medtronic made up 0.18% of IVC Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • IVC Wealth Advisors first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Medtronic position peaked at $606K in Q3 2021.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.