Riverbend Wealth Management’s Medtronic MDT Stock Holding History

Riverbend Wealth Management’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	$326K	Buy	4,169 +282	+7%	+$22.7K	0.16%	140
2026 Q1	$337K	Buy	3,887 +218	+6%	+$20.9K	0.19%	121
2025 Q4	$352K	Buy	3,669 +182	+5%	+$17.7K	0.22%	107
2025 Q3	$332K	Buy	3,487 +107	+3%	+$9.84K	0.23%	102
2025 Q2	$295K	Buy	3,380 +90	+3%	+$7.63K	0.22%	110
2025 Q1	$296K	Buy	3,290 +335	+11%	+$30K	0.26%	96
2024 Q4	$237K	Buy	+2,955	New	+$256K	0.21%	106

Other funds holding MDT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Riverbend Wealth Management's MDT Position: Q2 2026 in Review

Riverbend Wealth Management increased its Medtronic (MDT) stake by 7.3% in Q2 2026, buying an estimated $22.7K and bringing the position to 4,169 shares worth $326K. The position accounts for 0.16% of the portfolio, ranked #140.

Riverbend Wealth Management first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2025. 981 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Riverbend Wealth Management held 4,169 shares of Medtronic worth $326K as of Q2 2026.
Riverbend Wealth Management bought 282 Medtronic shares in Q2 2026, an estimated $22.7K.
Medtronic made up 0.16% of Riverbend Wealth Management's portfolio in Q2 2026, its #140 holding.
Riverbend Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Medtronic position peaked at $352K in Q4 2025.
981 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.