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Sarver Vrooman Wealth Advisors’s Medtronic MDT Stock Holding History

Sarver Vrooman Wealth 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 		$32.4K Sell
405
-49
-11% -$3.95K 0.02% 96
2026
Q1 		$39.3K Buy
454
+9
+2% +$862 0.02% 89
2025
Q4 		$42.7K Sell
445
-269
-38% -$26.1K 0.03% 78
2025
Q3 		$68K Hold
714
– – 0.04% 50
2025
Q2 		$62.2K Sell
714
-140
-16% -$11.9K 0.04% 63
2025
Q1 		$76.7K Buy
+854
New +$76.4K 0.05% 54

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's MDT Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Medtronic (MDT) stake by 11% in Q2 2026, selling an estimated $3.95K and leaving 405 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #96.

Sarver Vrooman Wealth Advisors first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $76.7K in Q1 2025. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 405 shares of Medtronic worth $32.4K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 49 Medtronic shares in Q2 2026, an estimated $3.95K.
  • Medtronic made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's Medtronic position peaked at $76.7K in Q1 2025.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.