N.E.W. Advisory Services’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
$1.96K Hold
25
﹤0.01% 857
2026
Q1
$2.17K Hold
25
﹤0.01% 819
2025
Q4
$2.4K Buy
+25
New +$2.43K ﹤0.01% 772
2025
Q2
Sell
-108
Closed -$9.71K 892
2025
Q1
$9.71K Buy
+108
New +$9.66K ﹤0.01% 618

Other funds holding MDT

N.E.W. Advisory Services's MDT Position: Q2 2026 in Review

N.E.W. Advisory Services held its Medtronic (MDT) position steady in Q2 2026 at 25 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

N.E.W. Advisory Services first reported a position in MDT in Q1 2025 and has held it in 4 quarters since. The position peaked at $9.71K in Q1 2025. 1,527 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • N.E.W. Advisory Services held 25 shares of Medtronic worth $1.96K as of Q2 2026.
  • N.E.W. Advisory Services left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #857 holding.
  • N.E.W. Advisory Services first reported a position in Medtronic in Q1 2025 and has held it in 4 quarters since.
  • N.E.W. Advisory Services's Medtronic position peaked at $9.71K in Q1 2025.
  • 1,527 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.