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Precedent Wealth Partners’s Medtronic MDT Stock Holding History

Precedent Wealth Partners’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 		$240K Buy
+3,073
New +$248K 0.04% 190
2024
Q1 		– Sell
-6,955
Closed -$573K – 138
2023
Q4 		$573K Buy
+6,955
New +$530K 0.29% 84

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

Precedent Wealth Partners's MDT Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in Medtronic (MDT) in Q2 2026: 3,073 shares worth $240K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings. This is a return to the name: Precedent Wealth Partners previously reported a position in MDT as recently as Q4 2023.

Precedent Wealth Partners first reported a position in MDT in Q4 2023 and has held it in 2 quarters since. The position peaked at $573K in Q4 2023. 729 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Precedent Wealth Partners held 3,073 shares of Medtronic worth $240K as of Q2 2026.
  • Medtronic was a new Precedent Wealth Partners position in Q2 2026.
  • Medtronic made up 0.04% of Precedent Wealth Partners's portfolio in Q2 2026, its #190 holding.
  • Precedent Wealth Partners first reported a position in Medtronic in Q4 2023 and has held it in 2 quarters since.
  • Precedent Wealth Partners's Medtronic position peaked at $573K in Q4 2023.
  • 729 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.