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Meriwether Wealth & Planning’s Medtronic MDT Stock Holding History

Meriwether Wealth & Planning’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 		$973K Buy
12,444
+2,617
+27% +$211K 0.48% 40
2026
Q1 		$852K Buy
9,827
+239
+2% +$22.9K 0.47% 43
2025
Q4 		$921K Buy
9,588
+117
+1% +$11.4K 0.52% 38
2025
Q3 		$902K Sell
9,471
-144
-1% -$13.2K 0.52% 37
2025
Q2 		$838K Sell
9,615
-723
-7% -$61.3K 0.53% 38
2025
Q1 		$929K Buy
10,338
+1,357
+15% +$121K 0.61% 37
2024
Q4 		$717K Buy
+8,981
New +$777K 0.51% 44

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Meriwether Wealth & Planning's MDT Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Medtronic (MDT) stake by 27% in Q2 2026, buying an estimated $211K and bringing the position to 12,444 shares worth $973K. The position accounts for 0.48% of the portfolio, ranked #40.

Meriwether Wealth & Planning first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Meriwether Wealth & Planning held 12,444 shares of Medtronic worth $973K as of Q2 2026.
  • Meriwether Wealth & Planning bought 2,617 Medtronic shares in Q2 2026, an estimated $211K.
  • Medtronic made up 0.48% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #40 holding.
  • Meriwether Wealth & Planning first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.