Old North State Wealth Management’s Medtronic MDT Stock Holding History

Old North State Wealth Management’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	$4.06M	Buy	51,798 +4,876	+10%	+$393K	1.73%	22
2026 Q1	$4.07M	Buy	46,922 +2,849	+6%	+$273K	1.88%	19
2025 Q4	$4.24M	Buy	44,073 +1,878	+4%	+$182K	1.99%	16
2025 Q3	$4.02M	Buy	42,195 +981	+2%	+$90.2K	1.88%	18
2025 Q2	$3.6M	Buy	41,214 +1,850	+5%	+$157K	1.87%	19
2025 Q1	$3.54M	Buy	39,364 +6,250	+19%	+$559K	1.97%	15
2024 Q4	$2.65M	Buy	33,114 +1,548	+5%	+$134K	1.49%	25
2024 Q3	$2.84M	Buy	31,566 +2,833	+10%	+$238K	1.59%	25
2024 Q2	$2.26M	Buy	28,733 +1,647	+6%	+$135K	1.49%	26
2024 Q1	$2.36M	Buy	27,086 +984	+4%	+$84K	1.54%	22
2023 Q4	$2.15M	Buy	26,102 +2,010	+8%	+$153K	1.59%	23
2023 Q3	$1.89M	Buy	24,092 +1,462	+6%	+$122K	1.66%	23
2023 Q2	$2M	Buy	22,630 +798	+4%	+$68.7K	1.75%	20
2023 Q1	$1.76M	Buy	21,832 +2,992	+16%	+$244K	1.65%	24
2022 Q4	$1.47M	Buy	18,840 +13,664	+264%	+$1.11M	1.47%	24
2022 Q3	$419K	Buy	5,176 +1,795	+53%	+$161K	0.48%	47
2022 Q2	$304K	Buy	3,381 +937	+38%	+$94.9K	0.35%	47
2022 Q1	$272K	Buy	2,444 +119	+5%	+$12.6K	0.27%	50
2021 Q4	$241K	Buy	+2,325	New	+$269K	0.24%	51

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

Old North State Wealth Management's MDT Position: Q2 2026 in Review

Old North State Wealth Management increased its Medtronic (MDT) stake by 10% in Q2 2026, buying an estimated $393K and bringing the position to 51,798 shares worth $4.06M. The position accounts for 1.73% of the portfolio, ranked #22.

Old North State Wealth Management first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.24M in Q4 2025. 425 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Old North State Wealth Management held 51,798 shares of Medtronic worth $4.06M as of Q2 2026.
Old North State Wealth Management bought 4,876 Medtronic shares in Q2 2026, an estimated $393K.
Medtronic made up 1.73% of Old North State Wealth Management's portfolio in Q2 2026, its #22 holding.
Old North State Wealth Management first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
Old North State Wealth Management's Medtronic position peaked at $4.24M in Q4 2025.
425 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.