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Olistico Wealth’s Medtronic MDT Stock Holding History

Olistico Wealth’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 		$14.1K Hold
180
– – 0.01% 230
2026
Q1 		$15.6K Hold
180
– – 0.01% 230
2025
Q4 		$17.3K Buy
+180
New +$17.5K 0.01% 222
2025
Q3 		– Sell
-220
Closed -$19.2K – 242
2025
Q2 		$19.2K Sell
220
-351
-61% -$29.8K 0.01% 229
2025
Q1 		$51.3K Hold
571
– – 0.03% 159
2024
Q4 		$45.6K Hold
571
– – 0.03% 164
2024
Q3 		$51.4K Hold
571
– – 0.03% 158
2024
Q2 		$44.9K Buy
+571
New +$46.8K 0.03% 170

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
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

Olistico Wealth's MDT Position: Q2 2026 in Review

Olistico Wealth held its Medtronic (MDT) position steady in Q2 2026 at 180 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #230.

Olistico Wealth first reported a position in MDT in Q2 2024 and has held it in 8 quarters since. The position peaked at $51.4K in Q3 2024. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Olistico Wealth held 180 shares of Medtronic worth $14.1K as of Q2 2026.
  • Olistico Wealth left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #230 holding.
  • Olistico Wealth first reported a position in Medtronic in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Medtronic position peaked at $51.4K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.