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Schaper Benz & Wise Investment Counsel’s Medtronic MDT Stock Holding History

Schaper Benz & Wise Investment Counsel’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 		$7.45M Buy
95,188
+2,239
+2% +$181K 0.5% 63
2026
Q1 		$8.05M Sell
92,949
-5,163
-5% -$495K 0.62% 58
2025
Q4 		$9.42M Sell
98,112
-2,577
-3% -$250K 0.68% 55
2025
Q3 		$9.59M Sell
100,689
-2,369
-2% -$218K 0.71% 52
2025
Q2 		$8.98M Sell
103,058
-937
-0.9% -$79.5K 0.69% 56
2025
Q1 		$9.34M Sell
103,995
-22,551
-18% -$2.02M 0.76% 51
2024
Q4 		$10.1M Sell
126,546
-570
-0.4% -$49.3K 0.81% 46
2024
Q3 		$11.4M Buy
127,116
+1,520
+1% +$128K 0.91% 41
2024
Q2 		$9.89M Sell
125,596
-3,692
-3% -$303K 0.86% 46
2024
Q1 		$11.3M Sell
129,288
-2,573
-2% -$220K 0.94% 44
2023
Q4 		$10.9M Sell
131,861
-618
-0.5% -$47.1K 0.98% 40
2023
Q3 		$10.4M Sell
132,479
-2,955
-2% -$247K 1.02% 37
2023
Q2 		$11.9M Buy
135,434
+969
+0.7% +$83.4K 1.15% 36
2023
Q1 		$10.8M Sell
134,465
-5,106
-4% -$416K 1.1% 40
2022
Q4 		$10.8M Sell
139,571
-2,685
-2% -$218K 1.15% 40
2022
Q3 		$11.5M Buy
142,256
+4,649
+3% +$418K 1.33% 35
2022
Q2 		$12.3M Buy
137,607
+2,936
+2% +$297K 1.27% 33
2022
Q1 		$14.9M Sell
134,671
-540
-0.4% -$57K 1.29% 32
2021
Q4 		$14M Buy
135,211
+11,307
+9% +$1.31M 1.12% 40
2021
Q3 		$15.5M Sell
123,904
-146
-0.1% -$18.9K 1.39% 32
2021
Q2 		$15.4M Sell
124,050
-10
-0% -$1.26K 1.39% 32
2021
Q1 		$14.7M Sell
124,060
-150
-0.1% -$17.6K 1.43% 31
2020
Q4 		$14.6M Sell
124,210
-4,294
-3% -$473K 1.51% 28
2020
Q3 		$13.4M Sell
128,504
-532
-0.4% -$53.4K 1.55% 27
2020
Q2 		$11.8M Sell
129,036
-565
-0.4% -$54.2K 1.47% 28
2020
Q1 		$11.7M Buy
129,601
+3,212
+3% +$342K 1.7% 25
2019
Q4 		$14.3M Sell
126,389
-765
-0.6% -$83.9K 1.68% 25
2019
Q3 		$13.8M Sell
127,154
-123
-0.1% -$12.8K 1.72% 26
2019
Q2 		$12.4M Buy
127,277
+1,433
+1% +$131K 1.57% 29
2019
Q1 		$11.5M Buy
125,844
+1,150
+0.9% +$103K 1.49% 29
2018
Q4 		$11.3M Buy
124,694
+124
+0.1% +$11.6K 1.7% 28
2018
Q3 		$12.3M Buy
124,570
+145
+0.1% +$13.4K 1.64% 27
2018
Q2 		$10.7M Buy
124,425
+533
+0.4% +$44.5K 1.52% 28
2018
Q1 		$9.94M Buy
123,892
+1,161
+0.9% +$95.8K 1.47% 29
2017
Q4 		$9.91M Buy
122,731
+2,692
+2% +$216K 1.44% 30
2017
Q3 		$9.34M Buy
120,039
+8,242
+7% +$684K 1.45% 31
2017
Q2 		$9.92M Sell
111,797
-685
-0.6% -$57.8K 1.6% 27
2017
Q1 		$9.06M Buy
112,482
+1,569
+1% +$123K 1.54% 28
2016
Q4 		$7.9M Buy
110,913
+2,765
+3% +$217K 1.4% 30
2016
Q3 		$9.34M Buy
108,148
+14
+0% +$1.22K 1.64% 24
2016
Q2 		$9.38M Buy
108,134
+1,050
+1% +$84.9K 1.69% 23
2016
Q1 		$8.03M Buy
107,084
+650
+0.6% +$49K 1.51% 29
2015
Q4 		$8.19M Sell
106,434
-75
-0.1% -$5.65K 1.61% 28
2015
Q3 		$7.13M Buy
106,509
+1,180
+1% +$86.9K 1.45% 30
2015
Q2 		$7.8M Buy
105,329
+3,585
+4% +$274K 1.53% 29
2015
Q1 		$7.93M Sell
101,744
-21,053
-17% -$1.6M 1.56% 31
2014
Q4 		$8.87M Sell
122,797
-1,800
-1% -$125K 1.78% 27
2014
Q3 		$7.72M Buy
124,597
+200
+0.2% +$12.7K 1.62% 31
2014
Q2 		$7.93M Buy
124,397
+1,192
+1% +$72.4K 1.63% 30
2014
Q1 		$7.58M Sell
123,205
-100
-0.1% -$5.83K 1.65% 30
2013
Q4 		$7.08M Sell
123,305
-2,155
-2% -$122K 1.58% 30
2013
Q3 		$6.68M Buy
125,460
+600
+0.5% +$32.3K 1.55% 34
2013
Q2 		$6.43M Buy
+124,860
New +$6.17M 1.59% 32

Other funds holding MDT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
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

Schaper Benz & Wise Investment Counsel's MDT Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Medtronic (MDT) stake by 2.4% in Q2 2026, buying an estimated $181K and bringing the position to 95,188 shares worth $7.45M. The position accounts for 0.5% of the portfolio, ranked #63.

Schaper Benz & Wise Investment Counsel first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.5M in Q3 2021. 795 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 95,188 shares of Medtronic worth $7.45M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 2,239 Medtronic shares in Q2 2026, an estimated $181K.
  • Medtronic made up 0.5% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #63 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
  • Schaper Benz & Wise Investment Counsel's Medtronic position peaked at $15.5M in Q3 2021.
  • 795 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.