JGP Wealth Management’s Medtronic MDT Stock Holding History

JGP Wealth Management’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	$3.66M	Buy	46,750 +798	+2%	+$64.4K	0.33%	57
2026 Q1	$3.98M	Sell	45,952 -28,556	-38%	-$2.74M	0.41%	49
2025 Q4	$7.16M	Buy	74,508 +498	+0.7%	+$48.4K	0.75%	37
2025 Q3	$7.07M	Buy	74,010 +2,643	+4%	+$243K	0.78%	38
2025 Q2	$6.22M	Buy	71,367 +847	+1%	+$71.8K	0.75%	40
2025 Q1	$6.34M	Sell	70,520 -77	-0.1%	-$6.89K	0.83%	39
2024 Q4	$5.64M	Sell	70,597 -11,604	-14%	-$1M	0.73%	42
2024 Q3	$7.4M	Buy	82,201 +2,819	+4%	+$237K	0.95%	42
2024 Q2	$6.25M	Sell	79,382 -492	-0.6%	-$40.3K	0.89%	42
2024 Q1	$6.96M	Buy	79,874 +1,221	+2%	+$104K	1.01%	44
2023 Q4	$6.48M	Buy	78,653 +3,567	+5%	+$272K	0.96%	40
2023 Q3	$5.88M	Buy	75,086 +1,874	+3%	+$157K	0.99%	41
2023 Q2	$6.45M	Buy	73,212 +4,656	+7%	+$401K	1.05%	39
2023 Q1	$5.53M	Buy	68,556 +6,606	+11%	+$538K	0.97%	40
2022 Q4	$4.81M	Sell	61,950 -22,698	-27%	-$1.84M	0.88%	42
2022 Q3	$6.98M	Buy	84,648 +3,822	+5%	+$343K	1.47%	30
2022 Q2	$7.24M	Buy	80,826 +3,803	+5%	+$385K	1.46%	29
2022 Q1	$8.66M	Buy	77,023 +4,545	+6%	+$480K	1.6%	26
2021 Q4	$7.68M	Buy	72,478 +4,853	+7%	+$562K	1.43%	28
2021 Q3	$8.48M	Buy	67,625 +1,151	+2%	+$149K	1.83%	21
2021 Q2	$8.25M	Buy	66,474 +4,345	+7%	+$546K	1.77%	23
2021 Q1	$7.34M	Buy	62,129 +1,314	+2%	+$154K	1.64%	16
2020 Q4	$7.12M	Buy	60,815 +4,388	+8%	+$483K	1.65%	16
2020 Q3	$5.96M	Buy	56,427 +3,431	+6%	+$345K	1.58%	19
2020 Q2	$4.86M	Buy	52,996 +5,968	+13%	+$572K	1.43%	25
2020 Q1	$4.67M	Sell	47,028 -644	-1%	-$68.5K	1.65%	20
2019 Q4	$5.48M	Buy	47,672 +4,994	+12%	+$548K	1.62%	21
2019 Q3	$4.52M	Buy	42,678 +757	+2%	+$79K	1.57%	22
2019 Q2	$4.08M	Buy	41,921 +1,232	+3%	+$112K	1.45%	26
2019 Q1	$3.71M	Buy	40,689 +1,382	+4%	+$124K	1.4%	31
2018 Q4	$3.58M	Buy	39,307 +764	+2%	+$71.4K	1.48%	21
2018 Q3	$3.79M	Buy	38,543 +327	+0.9%	+$30.2K	1.52%	19
2018 Q2	$3.27M	Buy	+38,216	New	+$3.19M	1.37%	26

Other funds holding MDT

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

JGP Wealth Management's MDT Position: Q2 2026 in Review

JGP Wealth Management increased its Medtronic (MDT) stake by 1.7% in Q2 2026, buying an estimated $64.4K and bringing the position to 46,750 shares worth $3.66M. The position accounts for 0.33% of the portfolio, ranked #57.

JGP Wealth Management first reported a position in MDT in Q2 2018 and has held it in 33 quarters since. The position peaked at $8.66M in Q1 2022. 729 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

JGP Wealth Management held 46,750 shares of Medtronic worth $3.66M as of Q2 2026.
JGP Wealth Management bought 798 Medtronic shares in Q2 2026, an estimated $64.4K.
Medtronic made up 0.33% of JGP Wealth Management's portfolio in Q2 2026, its #57 holding.
JGP Wealth Management first reported a position in Medtronic in Q2 2018 and has held it in 33 quarters since.
JGP Wealth Management's Medtronic position peaked at $8.66M in Q1 2022.
729 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.