Moss Adams Wealth Advisors’s Medtronic MDT Stock Holding History

Moss Adams Wealth Advisors’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	$439K	Buy	5,559 +845	+18%	+$68.2K	0.03%	169
2026 Q1	$412K	Buy	4,714 +597	+15%	+$57.2K	0.03%	162
2025 Q4	$398K	Sell	4,117 -314	-7%	-$30.5K	0.03%	160
2025 Q3	$425K	Buy	4,431 +147	+3%	+$13.5K	0.03%	150
2025 Q2	$376K	Sell	4,284 -498	-10%	-$42.2K	0.03%	166
2025 Q1	$433K	Buy	4,782 +1,400	+41%	+$125K	0.05%	120
2024 Q4	$272K	Sell	3,382 -36	-1%	-$3.12K	0.03%	158
2024 Q3	$310K	Buy	3,418 +93	+3%	+$7.82K	0.03%	140
2024 Q2	$264K	Buy	3,325 +298	+10%	+$24.4K	0.04%	137
2024 Q1	$266K	Buy	+3,027	New	+$258K	0.04%	120

Other funds holding MDT

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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

Moss Adams Wealth Advisors's MDT Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Medtronic (MDT) stake by 18% in Q2 2026, buying an estimated $68.2K and bringing the position to 5,559 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #169.

Moss Adams Wealth Advisors first reported a position in MDT in Q1 2024 and has held it in 10 quarters since. 729 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Moss Adams Wealth Advisors held 5,559 shares of Medtronic worth $439K as of Q2 2026.
Moss Adams Wealth Advisors bought 845 Medtronic shares in Q2 2026, an estimated $68.2K.
Medtronic made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Moss Adams Wealth Advisors first reported a position in Medtronic in Q1 2024 and has held it in 10 quarters since.
729 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.