JWCA
MDT icon

J.W. Cole Advisors’s Medtronic MDT Stock Holding History

J.W. Cole 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 		$3.38M Sell
43,207
-17,169
-28% -$1.39M 0.06% 335
2026
Q1 		$5.23M Buy
60,376
+19,695
+48% +$1.89M 0.18% 113
2025
Q4 		$1.38M Sell
40,681
-5,859
-13% -$569K 0.03% 530
2025
Q3 		$4.43M Buy
46,540
+21,099
+83% +$1.94M 0.08% 231
2025
Q2 		$2.22M Buy
25,441
+6,824
+37% +$579K 0.05% 385
2025
Q1 		$1.67M Buy
18,617
+8,839
+90% +$791K 0.05% 370
2024
Q4 		$781K Buy
9,778
+328
+3% +$28.4K 0.03% 487
2024
Q3 		$851K Sell
9,450
-4,514
-32% -$380K 0.04% 433
2024
Q2 		$1.1M Sell
13,964
-3,233
-19% -$265K 0.05% 334
2024
Q1 		$1.5M Sell
17,197
-381
-2% -$32.5K 0.08% 258
2023
Q4 		$1.45M Buy
17,578
+8,695
+98% +$663K 0.08% 240
2023
Q3 		$696K Buy
8,883
+458
+5% +$38.3K 0.05% 327
2023
Q2 		$742K Buy
8,425
+587
+7% +$50.5K 0.05% 332
2023
Q1 		$632K Buy
7,838
+1,305
+20% +$106K 0.05% 390
2022
Q4 		$508K Sell
6,533
-519
-7% -$42.1K 0.04% 415
2022
Q3 		$569K Sell
7,052
-252
-3% -$22.6K 0.05% 361
2022
Q2 		$656K Buy
7,304
+751
+11% +$76.1K 0.05% 342
2022
Q1 		$727K Buy
6,553
+327
+5% +$34.5K 0.05% 352
2021
Q4 		$644K Hold
6,226
– – 0.04% 387
2021
Q3 		$780K Buy
6,226
+115
+2% +$14.9K 0.06% 199
2021
Q2 		$758K Buy
6,111
+326
+6% +$40.9K 0.06% 330
2021
Q1 		$683K Buy
5,785
+100
+2% +$11.7K 0.07% 315
2020
Q4 		$666K Sell
5,685
-13,214
-70% -$1.45M 0.07% 289
2020
Q3 		$1.96M Buy
+18,899
New +$1.9M 0.15% 155
2020
Q1 		– Sell
-6,204
Closed -$704K – 347
2019
Q4 		$704K Buy
+6,204
New +$681K 0.09% 238

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

J.W. Cole Advisors's MDT Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Medtronic (MDT) stake by 28% in Q2 2026, selling an estimated $1.39M and leaving 43,207 shares worth $3.38M. The position accounts for 0.06% of the portfolio, ranked #335.

J.W. Cole Advisors first reported a position in MDT in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.23M in Q1 2026. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • J.W. Cole Advisors held 43,207 shares of Medtronic worth $3.38M as of Q2 2026.
  • J.W. Cole Advisors sold 17,169 Medtronic shares in Q2 2026, an estimated $1.39M.
  • Medtronic made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #335 holding.
  • J.W. Cole Advisors first reported a position in Medtronic in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's Medtronic position peaked at $5.23M in Q1 2026.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.