Oregon Pacific Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Buy
+2,704
New +$218K 0.2% 107
2026
Q1
Sell
-2,277
Closed -$219K 121
2025
Q4
$219K Buy
2,277
+24
+1% +$2.33K 0.23% 109
2025
Q3
$215K Buy
+2,253
New +$207K 0.19% 128

Other funds holding MDT

Oregon Pacific Wealth Management's MDT Position: Q2 2026 in Review

Oregon Pacific Wealth Management opened a new position in Medtronic (MDT) in Q2 2026: 2,704 shares worth $212K. The stake represents 0.2% of the portfolio and ranks #107 among its holdings. This is a return to the name: Oregon Pacific Wealth Management previously reported a position in MDT as recently as Q4 2025.

Oregon Pacific Wealth Management first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Oregon Pacific Wealth Management held 2,704 shares of Medtronic worth $212K as of Q2 2026.
  • Medtronic was a new Oregon Pacific Wealth Management position in Q2 2026.
  • Medtronic made up 0.2% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Oregon Pacific Wealth Management first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • Oregon Pacific Wealth Management's Medtronic position peaked at $219K in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.