LWA
MDT icon

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 0.27% 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

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return