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Laurel Wealth Advisors (North Carolina)’s Medtronic MDT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.1M Buy
14,038
+205
+1% +$16.5K 0.11% 112
2026
Q1 		$1.05M Buy
13,833
+720
+5% +$69K 0.1% 113
2025
Q4 		$1.26M Sell
13,113
-88
-0.7% -$8.55K 0.17% 105
2025
Q3 		$1.26M Buy
13,201
+930
+8% +$85.5K 0.18% 103
2025
Q2 		$1.07M Buy
12,271
+225
+2% +$19.1K 0.16% 108
2025
Q1 		$1.08M Buy
12,046
+1,208
+11% +$108K 0.17% 104
2024
Q4 		$866K Buy
10,838
+925
+9% +$80.1K 0.14% 111
2024
Q3 		$892K Buy
9,913
+325
+3% +$27.3K 0.14% 112
2024
Q2 		$755K Sell
9,588
-800
-8% -$65.6K 0.13% 115
2024
Q1 		$905K Buy
10,388
+56
+0.5% +$4.78K 0.15% 110
2023
Q4 		$851K Buy
10,332
+4,622
+81% +$352K 0.16% 108
2023
Q3 		$447K Buy
5,710
+2,780
+95% +$233K 0.09% 125
2023
Q2 		$258K Buy
2,930
+2,580
+737% +$222K 0.05% 152
2023
Q1 		$28.2K Buy
350
+250
+250% +$20.4K 0.01% 334
2022
Q4 		$7.77K Sell
100
-10
-9% -$810 ﹤0.01% 399
2022
Q3 		$9K Hold
110
– – ﹤0.01% 392
2022
Q2 		$10K Buy
110
+10
+10% +$1.01K ﹤0.01% 385
2022
Q1 		$11K Sell
100
-48
-32% -$5.07K ﹤0.01% 401
2021
Q4 		$15K Hold
148
– – ﹤0.01% 373
2021
Q3 		$19K Sell
148
-7
-5% -$906 ﹤0.01% 344
2021
Q2 		$19K Hold
155
– – ﹤0.01% 384
2021
Q1 		$18K Hold
155
– – ﹤0.01% 364
2020
Q4 		$18K Buy
155
+6
+4% +$661 ﹤0.01% 357
2020
Q3 		$15K Hold
149
– – ﹤0.01% 343
2020
Q2 		$14K Hold
149
– – ﹤0.01% 345
2020
Q1 		$13K Buy
149
+126
+548% +$13.4K ﹤0.01% 336
2019
Q4 		$3K Hold
23
– – ﹤0.01% 476
2019
Q3 		$2K Buy
23
+16
+229% +$1.67K ﹤0.01% 478
2019
Q2 		$1K Hold
7
– – ﹤0.01% 503
2019
Q1 		$1K Hold
7
– – ﹤0.01% 474
2018
Q4 		$1K Buy
+7
New +$654 ﹤0.01% 483

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

Laurel Wealth Advisors (North Carolina)'s MDT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Medtronic (MDT) stake by 1.5% in Q2 2026, buying an estimated $16.5K and bringing the position to 14,038 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #112.

Laurel Wealth Advisors (North Carolina) first reported a position in MDT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.26M in Q4 2025. 425 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 14,038 shares of Medtronic worth $1.1M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 205 Medtronic shares in Q2 2026, an estimated $16.5K.
  • Medtronic made up 0.11% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #112 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Medtronic in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Medtronic position peaked at $1.26M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.