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Petredis Investment Advisors’s Medtronic MDT Stock Holding History

Petredis Investment Advisors’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 		$2.05M Sell
26,255
-48
-0.2% -$3.87K 0.14% 82
2026
Q1 		$2.28M Sell
26,303
-208
-0.8% -$19.9K 0.19% 80
2025
Q4 		$2.55M Sell
26,511
-307
-1% -$29.8K 0.2% 77
2025
Q3 		$2.55M Sell
26,818
-358
-1% -$32.9K 0.2% 78
2025
Q2 		$2.37M Buy
27,176
+414
+2% +$35.1K 0.21% 80
2025
Q1 		$2.4M Buy
26,762
+596
+2% +$53.3K 0.25% 71
2024
Q4 		$2.09M Sell
26,166
-768
-3% -$66.5K 0.22% 76
2024
Q3 		$2.42M Buy
26,934
+74
+0.3% +$6.22K 0.26% 73
2024
Q2 		$2.11M Sell
26,860
-39
-0.1% -$3.2K 0.24% 76
2024
Q1 		$2.34M Buy
26,899
+692
+3% +$59.1K 0.28% 72
2023
Q4 		$2.16M Buy
+26,207
New +$2M 0.28% 72
2023
Q3 		– Sell
-16,957
Closed -$1.49M – 96
2023
Q2 		$1.49M Buy
16,957
+165
+1% +$14.2K 0.21% 85
2023
Q1 		$1.35M Buy
16,792
+1,595
+10% +$130K 0.21% 83
2022
Q4 		$1.18M Buy
+15,197
New +$1.23M 0.21% 82

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
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
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

Petredis Investment Advisors's MDT Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Medtronic (MDT) stake by 0.18% in Q2 2026, selling an estimated $3.87K and leaving 26,255 shares worth $2.05M. The position accounts for 0.14% of the portfolio, ranked #82.

Petredis Investment Advisors first reported a position in MDT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.55M in Q3 2025. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Petredis Investment Advisors held 26,255 shares of Medtronic worth $2.05M as of Q2 2026.
  • Petredis Investment Advisors sold 48 Medtronic shares in Q2 2026, an estimated $3.87K.
  • Medtronic made up 0.14% of Petredis Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Petredis Investment Advisors first reported a position in Medtronic in Q4 2022 and has held it in 14 quarters since.
  • Petredis Investment Advisors's Medtronic position peaked at $2.55M in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.