Mission Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$886K Buy
11,330
+7,087
+167% +$572K 0.01% 512
2026
Q1
$368K Sell
4,243
-275
-6% -$26.3K 0.01% 566
2025
Q4
$434K Buy
4,518
+74
+2% +$7.19K 0.01% 520
2025
Q3
$423K Buy
4,444
+84
+2% +$7.72K 0.01% 524
2025
Q2
$380K Sell
4,360
-598
-12% -$50.7K 0.01% 539
2025
Q1
$446K Sell
4,958
-493
-9% -$44.1K 0.01% 487
2024
Q4
$435K Sell
5,451
-19
-0.3% -$1.65K 0.01% 452
2024
Q3
$492K Sell
5,470
-200
-4% -$16.8K 0.01% 434
2024
Q2
$446K Sell
5,670
-581
-9% -$47.6K 0.01% 437
2024
Q1
$545K Buy
6,251
+718
+13% +$61.3K 0.01% 413
2023
Q4
$456K Sell
5,533
-593
-10% -$45.2K 0.01% 389
2023
Q3
$480K Buy
6,126
+74
+1% +$6.2K 0.02% 346
2023
Q2
$533K Sell
6,052
-289
-5% -$24.9K 0.02% 333
2023
Q1
$511K Buy
6,341
+40
+0.6% +$3.26K 0.02% 329
2022
Q4
$490K Sell
6,301
-352
-5% -$28.5K 0.02% 321
2022
Q3
$537K Sell
6,653
-73
-1% -$6.56K 0.03% 286
2022
Q2
$604K Sell
6,726
-634
-9% -$64.2K 0.03% 273
2022
Q1
$816K Sell
7,360
-361
-5% -$38.1K 0.04% 231
2021
Q4
$799K Buy
7,721
+1,017
+15% +$118K 0.04% 224
2021
Q3
$840K Buy
6,704
+353
+6% +$45.7K 0.04% 205
2021
Q2
$788K Sell
6,351
-292
-4% -$36.7K 0.04% 200
2021
Q1
$785K Buy
6,643
+322
+5% +$37.7K 0.05% 175
2020
Q4
$740K Buy
6,321
+203
+3% +$22.3K 0.05% 171
2020
Q3
$636K Buy
6,118
+1,792
+41% +$180K 0.05% 168
2020
Q2
$397K Buy
4,326
+319
+8% +$30.6K 0.03% 209
2020
Q1
$361K Sell
4,007
-57
-1% -$6.06K 0.04% 193
2019
Q4
$461K Sell
4,064
-147
-3% -$16.1K 0.04% 191
2019
Q3
$457K Sell
4,211
-58
-1% -$6.05K 0.05% 181
2019
Q2
$416K Sell
4,269
-937
-18% -$85.5K 0.05% 191
2019
Q1
$474K Buy
5,206
+1,228
+31% +$110K 0.06% 174
2018
Q4
$362K Sell
3,978
-845
-18% -$79K 0.05% 181
2018
Q3
$474K Buy
4,823
+173
+4% +$16K 0.06% 161
2018
Q2
$398K Buy
+4,650
New +$388K 0.06% 162
2018
Q1
Sell
-4,050
Closed -$327K 251
2017
Q4
$327K Buy
+4,050
New +$324K 0.06% 142
2017
Q3
Sell
-2,292
Closed -$203K 211
2017
Q2
$203K Buy
+2,292
New +$193K 0.04% 179

Other funds holding MDT

Mission Wealth Management's MDT Position: Q2 2026 in Review

Mission Wealth Management increased its Medtronic (MDT) stake by 167% in Q2 2026, buying an estimated $572K and bringing the position to 11,330 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #512.

Mission Wealth Management first reported a position in MDT in Q2 2017 and has held it in 35 quarters since. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Mission Wealth Management held 11,330 shares of Medtronic worth $886K as of Q2 2026.
  • Mission Wealth Management bought 7,087 Medtronic shares in Q2 2026, an estimated $572K.
  • Medtronic made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Mission Wealth Management first reported a position in Medtronic in Q2 2017 and has held it in 35 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.