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Peterson Wealth Services’s Medtronic MDT Stock Holding History

Peterson Wealth 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 		$4.3K Hold
55
– – ﹤0.01% 205
2026
Q1 		$4.77K Sell
55
-19,951
-100% -$1.91M ﹤0.01% 190
2025
Q4 		$1.92M Buy
20,006
+13,132
+191% +$1.28M 0.49% 48
2025
Q3 		$2.03M Sell
6,874
-14,461
-68% -$1.33M 0.5% 46
2025
Q2 		$1.86M Buy
21,335
+640
+3% +$54.3K 0.51% 48
2025
Q1 		$1.86M Buy
20,695
+2,441
+13% +$218K 0.58% 47
2024
Q4 		$1.46M Buy
18,254
+686
+4% +$59.4K 0.44% 55
2024
Q3 		$1.58M Buy
17,568
+1,363
+8% +$115K 0.51% 52
2024
Q2 		$1.28M Buy
16,205
+579
+4% +$47.5K 0.45% 54
2024
Q1 		$1.36M Buy
15,626
+728
+5% +$62.1K 0.5% 55
2023
Q4 		$1.23M Buy
+14,898
New +$1.14M 0.53% 52
2023
Q3 		– Sell
-12,141
Closed -$1.07M – 81
2023
Q2 		$1.07M Buy
12,141
+141
+1% +$12.1K 0.51% 58
2023
Q1 		$967K Buy
12,000
+3,134
+35% +$255K 0.5% 62
2022
Q4 		$689K Buy
8,866
+1,351
+18% +$109K 0.39% 61
2022
Q3 		$607K Buy
7,515
+2,396
+47% +$215K 0.43% 61
2022
Q2 		$459K Buy
5,119
+937
+22% +$94.9K 0.33% 64
2022
Q1 		$464K Buy
4,182
+1,222
+41% +$129K 0.29% 63
2021
Q4 		$306K Buy
+2,960
New +$343K 0.2% 68

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Peterson Wealth Services's MDT Position: Q2 2026 in Review

Peterson Wealth Services held its Medtronic (MDT) position steady in Q2 2026 at 55 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Peterson Wealth Services first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.03M in Q3 2025. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Peterson Wealth Services held 55 shares of Medtronic worth $4.3K as of Q2 2026.
  • Peterson Wealth Services left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #205 holding.
  • Peterson Wealth Services first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
  • Peterson Wealth Services's Medtronic position peaked at $2.03M in Q3 2025.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.