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Petros Family Wealth’s Medtronic MDT Stock Holding History

Petros Family 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 		– Sell
-2,708
Closed -$235K – 141
2026
Q1 		$235K Sell
2,708
-531
-16% -$50.9K 0.17% 118
2025
Q4 		$311K Buy
3,239
+1,046
+48% +$102K 0.21% 104
2025
Q3 		$209K Sell
2,193
-200
-8% -$18.4K 0.17% 124
2025
Q2 		$209K Sell
2,393
-718
-23% -$60.9K 0.19% 122
2025
Q1 		$280K Buy
3,111
+127
+4% +$11.4K 0.31% 92
2024
Q4 		$238K Buy
+2,984
New +$258K 0.26% 107

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

Petros Family Wealth's MDT Position: Q2 2026 in Review

Petros Family Wealth sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,708 shares — an estimated $235K sold.

Petros Family Wealth first reported a position in MDT in Q4 2024 and held it in 6 quarters. The position peaked at $311K in Q4 2025. 729 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Petros Family Wealth reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Petros Family Wealth sold 2,708 Medtronic shares in Q2 2026, an estimated $235K.
  • Petros Family Wealth first reported a position in Medtronic in Q4 2024 and held it in 6 quarters.
  • Petros Family Wealth's Medtronic position peaked at $311K in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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