SSWM
MDT icon

Sheets Smith Wealth Management’s Medtronic MDT Stock Holding History

Sheets Smith 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 		$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

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return