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Optivise Advisory Services’s Medtronic MDT Stock Holding History

Optivise Advisory Services’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 		$206K Buy
2,629
+109
+4% +$8.79K 0.1% 218
2026
Q1 		$218K Sell
2,520
-353
-12% -$33.8K 0.13% 173
2025
Q4 		$276K Buy
2,873
+689
+32% +$66.9K 0.16% 144
2025
Q3 		$208K Buy
+2,184
New +$201K 0.12% 184

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Optivise Advisory Services's MDT Position: Q2 2026 in Review

Optivise Advisory Services increased its Medtronic (MDT) stake by 4.3% in Q2 2026, buying an estimated $8.79K and bringing the position to 2,629 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #218.

Optivise Advisory Services first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 696 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Optivise Advisory Services held 2,629 shares of Medtronic worth $206K as of Q2 2026.
  • Optivise Advisory Services bought 109 Medtronic shares in Q2 2026, an estimated $8.79K.
  • Medtronic made up 0.1% of Optivise Advisory Services's portfolio in Q2 2026, its #218 holding.
  • Optivise Advisory Services first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
  • Optivise Advisory Services's Medtronic position peaked at $276K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.