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Richwood Investment Advisors’s Medtronic MDT Stock Holding History

Richwood 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 		$372K Buy
4,750
+801
+20% +$64.6K 0.26% 79
2026
Q1 		$342K Hold
3,949
– – 0.26% 79
2025
Q4 		$406K Sell
3,949
-485
-11% -$47.1K 0.29% 75
2025
Q3 		$422K Sell
4,434
-312
-7% -$28.7K 0.33% 67
2025
Q2 		$414K Sell
4,746
-148
-3% -$12.6K 0.34% 68
2025
Q1 		$440K Sell
4,894
-337
-6% -$30.2K 0.37% 64
2024
Q4 		$418K Sell
5,231
-315
-6% -$27.3K 0.35% 71
2024
Q3 		$499K Sell
5,546
-125
-2% -$10.5K 0.41% 64
2024
Q2 		$446K Buy
5,671
+63
+1% +$5.17K 0.39% 65
2024
Q1 		$489K Sell
5,608
-323
-5% -$27.6K 0.43% 63
2023
Q4 		$489K Sell
5,931
-264
-4% -$20.1K 0.46% 60
2023
Q3 		$485K Buy
6,195
+265
+4% +$22.2K 0.5% 56
2023
Q2 		$522K Sell
5,930
-39
-0.7% -$3.36K 0.51% 53
2023
Q1 		$481K Sell
5,969
-375
-6% -$30.6K 0.48% 59
2022
Q4 		$493K Sell
6,344
-903
-12% -$73.2K 0.5% 56
2022
Q3 		$585K Sell
7,247
-100
-1% -$8.99K 0.64% 39
2022
Q2 		$659K Sell
7,347
-200
-3% -$20.3K 0.66% 38
2022
Q1 		$837K Buy
7,547
+800
+12% +$84.5K 0.75% 33
2021
Q4 		$698K Buy
+6,747
New +$781K 0.61% 38

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Richwood Investment Advisors increased its Medtronic (MDT) stake by 20% in Q2 2026, buying an estimated $64.6K and bringing the position to 4,750 shares worth $372K. The position accounts for 0.26% of the portfolio, ranked #79.

Richwood Investment Advisors first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $837K in Q1 2022. 901 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Richwood Investment Advisors held 4,750 shares of Medtronic worth $372K as of Q2 2026.
  • Richwood Investment Advisors bought 801 Medtronic shares in Q2 2026, an estimated $64.6K.
  • Medtronic made up 0.26% of Richwood Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Richwood Investment Advisors first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Medtronic position peaked at $837K in Q1 2022.
  • 901 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.