SWIM
MDT icon

Smallwood Wealth Investment Management’s Medtronic MDT Stock Holding History

Smallwood Wealth Investment 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 		$47.8K Hold
611
– – 0.02% 195
2026
Q1 		$52.9K Hold
611
– – 0.03% 176
2025
Q4 		$58.7K Hold
611
– – 0.03% 158
2025
Q3 		$58.2K Hold
611
– – 0.03% 165
2025
Q2 		$53.3K Hold
611
– – 0.03% 163
2025
Q1 		$54.9K Buy
+611
New +$54.7K 0.03% 154

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Smallwood Wealth Investment Management's MDT Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Medtronic (MDT) position steady in Q2 2026 at 611 shares worth $47.8K. The position accounts for 0.02% of the portfolio, ranked #195.

Smallwood Wealth Investment Management first reported a position in MDT in Q1 2025 and has held it in 6 quarters since. The position peaked at $58.7K in Q4 2025. 959 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Smallwood Wealth Investment Management held 611 shares of Medtronic worth $47.8K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #195 holding.
  • Smallwood Wealth Investment Management first reported a position in Medtronic in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Medtronic position peaked at $58.7K in Q4 2025.
  • 959 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.