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Morey & Quinn Wealth Partners’s Medtronic MDT Stock Holding History

Morey & Quinn Wealth Partners’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 		$225K Buy
2,882
+157
+6% +$12.7K 0.15% 131
2026
Q1 		$236K Buy
2,725
+78
+3% +$7.47K 0.17% 119
2025
Q4 		$254K Hold
2,647
– – 0.18% 117
2025
Q3 		$252K Sell
2,647
-100
-4% -$9.19K 0.19% 115
2025
Q2 		$239K Sell
2,747
-114
-4% -$9.67K 0.19% 113
2025
Q1 		$257K Sell
2,861
-12
-0.4% -$1.07K 0.21% 107
2024
Q4 		$229K Buy
+2,873
New +$249K 0.19% 108

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

Morey & Quinn Wealth Partners's MDT Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its Medtronic (MDT) stake by 5.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 2,882 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #131.

Morey & Quinn Wealth Partners first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $257K in Q1 2025. 768 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Morey & Quinn Wealth Partners held 2,882 shares of Medtronic worth $225K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 157 Medtronic shares in Q2 2026, an estimated $12.7K.
  • Medtronic made up 0.15% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Morey & Quinn Wealth Partners first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Morey & Quinn Wealth Partners's Medtronic position peaked at $257K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.