Sheets Smith Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$387K Buy
+4,946
New +$399K 0.04% 323
2024
Q4
Sell
-2,496
Closed -$225K 387
2024
Q3
$225K Sell
2,496
-557
-18% -$46.9K 0.03% 350
2024
Q2
$240K Hold
3,053
0.03% 342
2024
Q1
$266K Buy
3,053
+58
+2% +$4.95K 0.03% 333
2023
Q4
$247K Sell
2,995
-1,058
-26% -$80.6K 0.04% 305
2023
Q3
$318K Buy
4,053
+728
+22% +$60.9K 0.05% 266
2023
Q2
$293K Buy
+3,325
New +$286K 0.04% 279

Other funds holding MDT

Sheets Smith Wealth Management's MDT Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in Medtronic (MDT) in Q2 2026: 4,946 shares worth $387K. The stake represents 0.04% of the portfolio and ranks #323 among its holdings. This is a return to the name: Sheets Smith Wealth Management previously reported a position in MDT as recently as Q3 2024.

Sheets Smith Wealth Management first reported a position in MDT in Q2 2023 and has held it in 7 quarters since. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Sheets Smith Wealth Management held 4,946 shares of Medtronic worth $387K as of Q2 2026.
  • Medtronic was a new Sheets Smith Wealth Management position in Q2 2026.
  • Medtronic made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Sheets Smith Wealth Management first reported a position in Medtronic in Q2 2023 and has held it in 7 quarters since.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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