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Schwarz Dygos Wheeler Investment Advisors’s Medtronic MDT Stock Holding History

Schwarz Dygos Wheeler 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 		$746K Buy
9,539
+111
+1% +$8.95K 0.14% 94
2026
Q1 		$817K Buy
9,428
+488
+5% +$46.8K 0.17% 85
2025
Q4 		$859K Buy
8,940
+172
+2% +$16.7K 0.18% 85
2025
Q3 		$835K Buy
8,768
+3,586
+69% +$330K 0.18% 87
2025
Q2 		$452K Buy
5,182
+18
+0.3% +$1.53K 0.1% 107
2025
Q1 		$464K Buy
5,164
+262
+5% +$23.4K 0.11% 108
2024
Q4 		$392K Sell
4,902
-5,775
-54% -$500K 0.1% 112
2024
Q3 		$961K Buy
10,677
+712
+7% +$59.9K 0.24% 69
2024
Q2 		$784K Buy
9,965
+69
+0.7% +$5.66K 0.21% 76
2024
Q1 		$862K Buy
9,896
+259
+3% +$22.1K 0.24% 66
2023
Q4 		$794K Buy
9,637
+82
+0.9% +$6.25K 0.24% 67
2023
Q3 		$749K Buy
9,555
+42
+0.4% +$3.52K 0.25% 65
2023
Q2 		$838K Buy
9,513
+476
+5% +$41K 0.28% 62
2023
Q1 		$729K Buy
9,037
+71
+0.8% +$5.79K 0.26% 59
2022
Q4 		$697K Sell
8,966
-172
-2% -$13.9K 0.27% 60
2022
Q3 		$738K Sell
9,138
-195
-2% -$17.5K 0.33% 54
2022
Q2 		$838K Sell
9,333
-437
-4% -$44.3K 0.34% 58
2022
Q1 		$1.08M Buy
9,770
+380
+4% +$40.1K 0.37% 52
2021
Q4 		$971K Sell
9,390
-979
-9% -$113K 0.33% 53
2021
Q3 		$1.3M Sell
10,369
-21
-0.2% -$2.72K 0.48% 50
2021
Q2 		$1.29M Buy
10,390
+224
+2% +$28.1K 0.47% 52
2021
Q1 		$1.2M Buy
10,166
+1,058
+12% +$124K 0.5% 47
2020
Q4 		$1.07M Buy
9,108
+2,809
+45% +$309K 0.51% 41
2020
Q3 		$655K Buy
6,299
+442
+8% +$44.4K 0.37% 52
2020
Q2 		$543K Buy
5,857
+166
+3% +$15.9K 0.35% 51
2020
Q1 		$513K Buy
5,691
+2,008
+55% +$214K 0.43% 45
2019
Q4 		$418K Hold
3,683
– – 0.29% 54
2019
Q3 		$400K Hold
3,683
– – 0.32% 54
2019
Q2 		$359K Sell
3,683
-391
-10% -$35.7K 0.3% 56
2019
Q1 		$371K Hold
4,074
– – 0.32% 52
2018
Q4 		$371K Buy
+4,074
New +$381K 0.4% 46

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MDT Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Medtronic (MDT) stake by 1.2% in Q2 2026, buying an estimated $8.95K and bringing the position to 9,539 shares worth $746K. The position accounts for 0.14% of the portfolio, ranked #94.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MDT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.3M in Q3 2021. 1,329 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 9,539 shares of Medtronic worth $746K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 111 Medtronic shares in Q2 2026, an estimated $8.95K.
  • Medtronic made up 0.14% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Medtronic in Q4 2018 and has held it in 31 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Medtronic position peaked at $1.3M in Q3 2021.
  • 1,329 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.