Proactive Wealth Strategies’s Medtronic MDT Stock Holding History

Proactive Wealth Strategies’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	$3.74M	Sell	47,819 -6,561	-12%	-$529K	0.6%	49
2026 Q1	$4.71M	Buy	54,380 +27,380	+101%	+$2.62M	0.89%	36
2025 Q4	$2.59M	Buy	27,000 +60	+0.2%	+$5.83K	1.03%	32
2025 Q3	$2.57M	Sell	26,940 -228	-0.8%	-$21K	1.1%	29
2025 Q2	$2.37M	Sell	27,168 -1,205	-4%	-$102K	1.12%	29
2025 Q1	$2.55M	Sell	28,373 -155	-0.5%	-$13.9K	1.36%	22
2024 Q4	$2.28M	Sell	28,528 -841	-3%	-$72.8K	1.19%	28
2024 Q3	$2.64M	Buy	+29,369	New	+$2.47M	1.47%	22

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Proactive Wealth Strategies's MDT Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Medtronic (MDT) stake by 12% in Q2 2026, selling an estimated $529K and leaving 47,819 shares worth $3.74M. The position accounts for 0.6% of the portfolio, ranked #49.

Proactive Wealth Strategies first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.71M in Q1 2026. 1,424 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Proactive Wealth Strategies held 47,819 shares of Medtronic worth $3.74M as of Q2 2026.
Proactive Wealth Strategies sold 6,561 Medtronic shares in Q2 2026, an estimated $529K.
Medtronic made up 0.6% of Proactive Wealth Strategies's portfolio in Q2 2026, its #49 holding.
Proactive Wealth Strategies first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
Proactive Wealth Strategies's Medtronic position peaked at $4.71M in Q1 2026.
1,424 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.