Net Worth Advisory Group’s Medtronic MDT Stock Holding History

Net Worth Advisory Group’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	$581K	Sell	7,428 -361	-5%	-$29.1K	0.15%	160
2026 Q1	$675K	Sell	7,789 -155	-2%	-$14.8K	0.14%	158
2025 Q4	$763K	Buy	7,944 +453	+6%	+$44K	0.15%	143
2025 Q3	$713K	Sell	7,491 -168	-2%	-$15.4K	0.21%	102
2025 Q2	$668K	Buy	7,659 +162	+2%	+$13.7K	0.15%	147
2025 Q1	$674K	Buy	7,497 +31	+0.4%	+$2.77K	0.21%	101
2024 Q4	$596K	Buy	7,466 +18	+0.2%	+$1.56K	0.18%	138
2024 Q3	$671K	Buy	+7,448	New	+$627K	0.2%	129

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Net Worth Advisory Group's MDT Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Medtronic (MDT) stake by 4.6% in Q2 2026, selling an estimated $29.1K and leaving 7,428 shares worth $581K. The position accounts for 0.15% of the portfolio, ranked #160.

Net Worth Advisory Group first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $763K in Q4 2025. 430 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Net Worth Advisory Group held 7,428 shares of Medtronic worth $581K as of Q2 2026.
Net Worth Advisory Group sold 361 Medtronic shares in Q2 2026, an estimated $29.1K.
Medtronic made up 0.15% of Net Worth Advisory Group's portfolio in Q2 2026, its #160 holding.
Net Worth Advisory Group first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Medtronic position peaked at $763K in Q4 2025.
430 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.