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NorthAvenue LLC’s Medtronic MDT Stock Holding History

NorthAvenue LLC’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 		$470 Hold
6
– – ﹤0.01% 270
2026
Q1 		$520 Hold
6
– – ﹤0.01% 233
2025
Q4 		$577 Buy
+6
New +$583 ﹤0.01% 253

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

NorthAvenue LLC's MDT Position: Q2 2026 in Review

NorthAvenue LLC held its Medtronic (MDT) position steady in Q2 2026 at 6 shares worth $470. The position accounts for ﹤0.01% of the portfolio, ranked #270.

NorthAvenue LLC first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $577 in Q4 2025. 523 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • NorthAvenue LLC held 6 shares of Medtronic worth $470 as of Q2 2026.
  • NorthAvenue LLC left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #270 holding.
  • NorthAvenue LLC first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's Medtronic position peaked at $577 in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.