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Lineweaver Wealth Advisors’s Medtronic MDT Stock Holding History

Lineweaver 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 		$2.24M Buy
28,604
+5,400
+23% +$436K 0.26% 82
2026
Q1 		$2.01M Sell
23,204
-2,190
-9% -$210K 0.27% 77
2025
Q4 		$2.44M Buy
25,394
+1,827
+8% +$177K 0.33% 59
2025
Q3 		$2.24M Buy
23,567
+1,102
+5% +$101K 0.33% 57
2025
Q2 		$1.96M Buy
22,465
+2,454
+12% +$208K 0.31% 62
2025
Q1 		$1.8M Buy
20,011
+1,129
+6% +$101K 0.31% 64
2024
Q4 		$1.51M Sell
18,882
-3,823
-17% -$331K 0.28% 72
2024
Q3 		$2.04M Sell
22,705
-234
-1% -$19.7K 0.39% 48
2024
Q2 		$1.81M Buy
22,939
+272
+1% +$22.3K 0.37% 50
2024
Q1 		$1.98M Buy
22,667
+2,572
+13% +$220K 0.47% 44
2023
Q4 		$1.66M Buy
20,095
+9,365
+87% +$714K 0.43% 47
2023
Q3 		$841K Buy
+10,730
New +$898K 0.24% 69
2022
Q2 		– Sell
-2,009
Closed -$222K – 148
2022
Q1 		$222K Sell
2,009
-487
-20% -$51.5K 0.06% 131
2021
Q4 		$258K Sell
2,496
-300
-11% -$34.7K 0.07% 119
2021
Q3 		$350K Buy
2,796
+231
+9% +$29.9K 0.11% 96
2021
Q2 		$318K Buy
2,565
+113
+5% +$14.2K 0.1% 97
2021
Q1 		$289K Buy
2,452
+357
+17% +$41.8K 0.1% 91
2020
Q4 		$245K Sell
2,095
-205
-9% -$22.6K 0.1% 86
2020
Q3 		$239K Buy
2,300
+103
+5% +$10.3K 0.11% 78
2020
Q2 		$201K Buy
+2,197
New +$211K 0.1% 79

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

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

Lineweaver Wealth Advisors increased its Medtronic (MDT) stake by 23% in Q2 2026, buying an estimated $436K and bringing the position to 28,604 shares worth $2.24M. The position accounts for 0.26% of the portfolio, ranked #82.

Lineweaver Wealth Advisors first reported a position in MDT in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.44M in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Lineweaver Wealth Advisors held 28,604 shares of Medtronic worth $2.24M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 5,400 Medtronic shares in Q2 2026, an estimated $436K.
  • Medtronic made up 0.26% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Lineweaver Wealth Advisors first reported a position in Medtronic in Q2 2020 and has held it in 20 quarters since.
  • Lineweaver Wealth Advisors's Medtronic position peaked at $2.44M in Q4 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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