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MJT & Associates Financial Advisory’s Medtronic MDT Stock Holding History

MJT & Associates Financial Advisory’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 		$54.4K Hold
695
– – 0.04% 78
2026
Q1 		$60.2K Hold
695
– – 0.04% 73
2025
Q4 		$66.8K Buy
695
+2
+0.3% +$194 0.05% 75
2025
Q3 		$66K Sell
693
-14
-2% -$1.29K 0.05% 73
2025
Q2 		$61.6K Hold
707
– – 0.08% 90
2025
Q1 		$63.5K Buy
+707
New +$63.3K 0.06% 95

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
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
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

MJT & Associates Financial Advisory's MDT Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Medtronic (MDT) position steady in Q2 2026 at 695 shares worth $54.4K. The position accounts for 0.04% of the portfolio, ranked #78.

MJT & Associates Financial Advisory first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.8K in Q4 2025. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • MJT & Associates Financial Advisory held 695 shares of Medtronic worth $54.4K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.04% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #78 holding.
  • MJT & Associates Financial Advisory first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Medtronic position peaked at $66.8K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.