NWWA
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New Wave Wealth Advisors’s Medtronic MDT Stock Holding History

New Wave 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 		$496K Buy
6,282
+2,474
+65% +$200K 0.13% 134
2026
Q1 		$333K Buy
3,808
+274
+8% +$26.2K 0.12% 128
2025
Q4 		$342K Buy
3,534
+151
+4% +$14.7K 0.13% 118
2025
Q3 		$325K Buy
3,383
+448
+15% +$41.2K 0.13% 115
2025
Q2 		$256K Sell
2,935
-9
-0.3% -$763 0.11% 108
2025
Q1 		$265K Sell
2,944
-706
-19% -$63.2K 0.12% 105
2024
Q4 		$292K Sell
3,650
-665
-15% -$57.6K 0.12% 106
2024
Q3 		$388K Sell
4,315
-130
-3% -$10.9K 0.18% 82
2024
Q2 		$350K Buy
+4,445
New +$364K 0.19% 84

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New Wave Wealth Advisors's MDT Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Medtronic (MDT) stake by 65% in Q2 2026, buying an estimated $200K and bringing the position to 6,282 shares worth $496K. The position accounts for 0.13% of the portfolio, ranked #134.

New Wave Wealth Advisors first reported a position in MDT in Q2 2024 and has held it in 9 quarters since. 829 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • New Wave Wealth Advisors held 6,282 shares of Medtronic worth $496K as of Q2 2026.
  • New Wave Wealth Advisors bought 2,474 Medtronic shares in Q2 2026, an estimated $200K.
  • Medtronic made up 0.13% of New Wave Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • New Wave Wealth Advisors first reported a position in Medtronic in Q2 2024 and has held it in 9 quarters since.
  • 829 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.