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McGlone Suttner Wealth Management’s Medtronic MDT Stock Holding History

McGlone Suttner Wealth Management’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 		$248K Buy
3,168
+15
+0.5% +$1.21K 0.03% 183
2026
Q1 		$273K Buy
3,153
+39
+1% +$3.74K 0.04% 166
2025
Q4 		$299K Sell
3,114
-134
-4% -$13K 0.04% 157
2025
Q3 		$309K Buy
3,248
+17
+0.5% +$1.56K 0.04% 156
2025
Q2 		$282K Sell
3,231
-2
-0.1% -$170 0.04% 157
2025
Q1 		$291K Buy
+3,233
New +$289K 0.05% 154
2024
Q4 		– Sell
-3,184
Closed -$287K – 186
2024
Q3 		$287K Buy
3,184
+28
+0.9% +$2.35K 0.06% 139
2024
Q2 		$260K Sell
3,156
-141
-4% -$11.6K 0.05% 127
2024
Q1 		$287K Buy
3,297
+141
+4% +$12K 0.05% 138
2023
Q4 		$260K Buy
3,156
+34
+1% +$2.59K 0.05% 127
2023
Q3 		$245K Buy
3,122
+254
+9% +$21.3K 0.06% 122
2023
Q2 		$253K Buy
2,868
+30
+1% +$2.58K 0.06% 124
2023
Q1 		$229K Buy
2,838
+16
+0.6% +$1.3K 0.06% 128
2022
Q4 		$219K Buy
+2,822
New +$229K 0.07% 122

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

McGlone Suttner Wealth Management's MDT Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Medtronic (MDT) stake by 0.48% in Q2 2026, buying an estimated $1.21K and bringing the position to 3,168 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #183.

McGlone Suttner Wealth Management first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $309K in Q3 2025. 765 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • McGlone Suttner Wealth Management held 3,168 shares of Medtronic worth $248K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 15 Medtronic shares in Q2 2026, an estimated $1.21K.
  • Medtronic made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #183 holding.
  • McGlone Suttner Wealth Management first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
  • McGlone Suttner Wealth Management's Medtronic position peaked at $309K in Q3 2025.
  • 765 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.