KMWM
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Keudell/Morrison Wealth Management’s Medtronic MDT Stock Holding History

Keudell/Morrison 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 		$603K Buy
7,713
+4,840
+168% +$390K 0.11% 121
2026
Q1 		$249K Buy
2,873
+597
+26% +$57.2K 0.05% 204
2025
Q4 		$219K Buy
+2,276
New +$221K 0.05% 217
2024
Q1 		– Sell
-3,543
Closed -$292K – 209
2023
Q4 		$292K Sell
3,543
-112
-3% -$8.54K 0.1% 157
2023
Q3 		$286K Buy
3,655
+49
+1% +$4.1K 0.09% 146
2023
Q2 		$318K Buy
3,606
+263
+8% +$22.6K 0.09% 142
2023
Q1 		$270K Sell
3,343
-144
-4% -$11.7K 0.08% 155
2022
Q4 		$271K Buy
+3,487
New +$283K 0.09% 150
2022
Q2 		– Sell
-2,689
Closed -$298K – 181
2022
Q1 		$298K Buy
2,689
+497
+23% +$52.5K 0.12% 143
2021
Q4 		$227K Sell
2,192
-93
-4% -$10.8K 0.09% 171
2021
Q3 		$286K Buy
2,285
+47
+2% +$6.08K 0.12% 137
2021
Q2 		$278K Buy
2,238
+87
+4% +$10.9K 0.15% 142
2021
Q1 		$254K Sell
2,151
-127
-6% -$14.9K 0.15% 141
2020
Q4 		$267K Buy
+2,278
New +$251K 0.17% 131

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

Keudell/Morrison Wealth Management's MDT Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Medtronic (MDT) stake by 168% in Q2 2026, buying an estimated $390K and bringing the position to 7,713 shares worth $603K. The position accounts for 0.11% of the portfolio, ranked #121.

Keudell/Morrison Wealth Management first reported a position in MDT in Q4 2020 and has held it in 14 quarters since. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Keudell/Morrison Wealth Management held 7,713 shares of Medtronic worth $603K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 4,840 Medtronic shares in Q2 2026, an estimated $390K.
  • Medtronic made up 0.11% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Keudell/Morrison Wealth Management first reported a position in Medtronic in Q4 2020 and has held it in 14 quarters since.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.