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Marshall & Sterling Wealth Advisors’s Medtronic MDT Stock Holding History

Marshall & Sterling 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 		$24.9K Buy
318
+2
+0.6% +$161 0.01% 192
2026
Q1 		$27.4K Buy
316
+2
+0.6% +$192 0.02% 184
2025
Q4 		$30.1K Sell
314
-93
-23% -$9.03K 0.02% 174
2025
Q3 		$38.6K Buy
407
+3
+0.7% +$276 0.02% 197
2025
Q2 		$35.1K Sell
404
-27
-6% -$2.29K 0.02% 201
2025
Q1 		$38.7K Buy
431
+375
+670% +$33.6K 0.03% 188
2024
Q4 		$4.45K Buy
+56
New +$4.85K ﹤0.01% 265

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MDT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Medtronic (MDT) stake by 0.63% in Q2 2026, buying an estimated $161 and bringing the position to 318 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #192.

Marshall & Sterling Wealth Advisors first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.7K in Q1 2025. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 318 shares of Medtronic worth $24.9K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 2 Medtronic shares in Q2 2026, an estimated $161.
  • Medtronic made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #192 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Medtronic position peaked at $38.7K in Q1 2025.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.