Juncture Wealth Strategies’s Medtronic MDT Stock Holding History

Juncture Wealth Strategies’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	$252K	Sell	3,216 -295	-8%	-$23.8K	0.07%	162
2026 Q1	$304K	Buy	3,511 +880	+33%	+$84.3K	0.1%	108
2025 Q4	$253K	Sell	2,631 -1,302	-33%	-$126K	0.08%	118
2025 Q3	$375K	Buy	3,933 +567	+17%	+$52.1K	0.13%	88
2025 Q2	$293K	Hold	3,366	–	–	0.1%	99
2025 Q1	$302K	Sell	3,366 -100	-3%	-$8.95K	0.12%	102
2024 Q4	$277K	Sell	3,466 -167	-5%	-$14.5K	0.1%	111
2024 Q3	$327K	Buy	3,633 +400	+12%	+$33.6K	0.13%	95
2024 Q2	$254K	Buy	+3,233	New	+$265K	0.11%	91

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Juncture Wealth Strategies's MDT Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Medtronic (MDT) stake by 8.4% in Q2 2026, selling an estimated $23.8K and leaving 3,216 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #162.

Juncture Wealth Strategies first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. The position peaked at $375K in Q3 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Juncture Wealth Strategies held 3,216 shares of Medtronic worth $252K as of Q2 2026.
Juncture Wealth Strategies sold 295 Medtronic shares in Q2 2026, an estimated $23.8K.
Medtronic made up 0.07% of Juncture Wealth Strategies's portfolio in Q2 2026, its #162 holding.
Juncture Wealth Strategies first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
Juncture Wealth Strategies's Medtronic position peaked at $375K in Q3 2025.
372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.