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LVW Advisors’s Medtronic MDT Stock Holding History

LVW 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 		$637K Sell
8,138
-5,237
-39% -$422K 0.06% 193
2026
Q1 		$1.16M Sell
13,375
-16,120
-55% -$1.54M 0.11% 101
2025
Q4 		$2.83M Sell
29,495
-1,415
-5% -$137K 0.29% 45
2025
Q3 		$2.94M Buy
30,910
+3,021
+11% +$278K 0.3% 45
2025
Q2 		$2.43M Buy
27,889
+3,290
+13% +$279K 0.27% 51
2025
Q1 		$2.21M Buy
24,599
+4,892
+25% +$438K 0.26% 51
2024
Q4 		$1.57M Buy
19,707
+1,358
+7% +$118K 0.19% 79
2024
Q3 		$1.65M Buy
18,349
+6,231
+51% +$524K 0.21% 75
2024
Q2 		$954K Sell
12,118
-3,774
-24% -$309K 0.14% 99
2024
Q1 		$1.38M Buy
15,892
+3,271
+26% +$279K 0.23% 71
2023
Q4 		$1.04M Sell
12,621
-7,437
-37% -$567K 0.19% 82
2023
Q3 		$1.57M Sell
20,058
-9,407
-32% -$787K 0.32% 67
2023
Q2 		$2.6M Sell
29,465
-1,110
-4% -$95.6K 0.5% 56
2023
Q1 		$2.46M Buy
30,575
+6,612
+28% +$539K 0.48% 53
2022
Q4 		$1.86M Sell
23,963
-3,028
-11% -$245K 0.38% 67
2022
Q3 		$2.18M Sell
26,991
-506
-2% -$45.5K 0.49% 55
2022
Q2 		$2.47M Buy
27,497
+2,254
+9% +$228K 0.5% 56
2022
Q1 		$2.8M Buy
25,243
+1,418
+6% +$150K 0.47% 57
2021
Q4 		$2.46M Sell
23,825
-1,649
-6% -$191K 0.42% 53
2021
Q3 		$3.19M Sell
25,474
-28
-0.1% -$3.62K 0.55% 50
2021
Q2 		$3.17M Sell
25,502
-658
-3% -$82.6K 0.56% 50
2021
Q1 		$3.09M Sell
26,160
-157
-0.6% -$18.4K 0.59% 49
2020
Q4 		$3.08M Buy
26,317
+861
+3% +$94.8K 0.62% 43
2020
Q3 		$2.65M Buy
25,456
+448
+2% +$45K 0.58% 49
2020
Q2 		$2.29M Buy
+25,008
New +$2.4M 0.55% 48

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's MDT Position: Q2 2026 in Review

LVW Advisors reduced its Medtronic (MDT) stake by 39% in Q2 2026, selling an estimated $422K and leaving 8,138 shares worth $637K. The position accounts for 0.06% of the portfolio, ranked #193.

LVW Advisors first reported a position in MDT in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.19M in Q3 2021. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • LVW Advisors held 8,138 shares of Medtronic worth $637K as of Q2 2026.
  • LVW Advisors sold 5,237 Medtronic shares in Q2 2026, an estimated $422K.
  • Medtronic made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #193 holding.
  • LVW Advisors first reported a position in Medtronic in Q2 2020 and has held it in 25 quarters since.
  • LVW Advisors's Medtronic position peaked at $3.19M in Q3 2021.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.