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Kingswood Wealth Advisors’s Medtronic MDT Stock Holding History

Kingswood 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 		$680K Buy
8,688
+2,225
+34% +$179K 0.03% 521
2026
Q1 		$560K Sell
6,463
-12,882
-67% -$1.23M 0.03% 522
2025
Q4 		$1.86M Buy
19,345
+13,634
+239% +$1.32M 0.09% 229
2025
Q3 		$544K Sell
5,711
-190
-3% -$17.5K 0.03% 459
2025
Q2 		$514K Sell
5,901
-61
-1% -$5.17K 0.04% 404
2025
Q1 		$536K Sell
5,962
-128
-2% -$11.5K 0.05% 373
2024
Q4 		$486K Sell
6,090
-8,952
-60% -$775K 0.04% 446
2024
Q3 		$1.35M Buy
15,042
+694
+5% +$58.4K 0.1% 238
2024
Q2 		$1.13M Buy
14,348
+2,414
+20% +$198K 0.1% 210
2024
Q1 		$1.04M Sell
11,934
-1,120
-9% -$95.6K 0.12% 197
2023
Q4 		$1.08M Buy
13,054
+9,376
+255% +$715K 0.12% 182
2023
Q3 		$288K Sell
3,678
-163
-4% -$13.6K 0.05% 331
2023
Q2 		$338K Buy
+3,841
New +$331K 0.11% 182

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Medtronic (MDT) stake by 34% in Q2 2026, buying an estimated $179K and bringing the position to 8,688 shares worth $680K. The position accounts for 0.03% of the portfolio, ranked #521.

Kingswood Wealth Advisors first reported a position in MDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Kingswood Wealth Advisors held 8,688 shares of Medtronic worth $680K as of Q2 2026.
  • Kingswood Wealth Advisors bought 2,225 Medtronic shares in Q2 2026, an estimated $179K.
  • Medtronic made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #521 holding.
  • Kingswood Wealth Advisors first reported a position in Medtronic in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Medtronic position peaked at $1.86M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.