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SOA Wealth Advisors’s Medtronic MDT Stock Holding History

SOA Wealth 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 		$60.5K Sell
774
-3
-0.4% -$242 0.01% 355
2026
Q1 		$67.3K Hold
777
– – 0.01% 325
2025
Q4 		$74.6K Hold
777
– – 0.01% 311
2025
Q3 		$74K Hold
777
– – 0.01% 322
2025
Q2 		$67.7K Buy
777
+574
+283% +$48.7K 0.01% 317
2025
Q1 		$18.2K Hold
203
– – ﹤0.01% 488
2024
Q4 		$16.2K Hold
203
– – ﹤0.01% 485
2024
Q3 		$18.3K Hold
203
– – ﹤0.01% 459
2024
Q2 		$16K Sell
203
-3
-1% -$246 ﹤0.01% 472
2024
Q1 		$18K Hold
206
– – ﹤0.01% 457
2023
Q4 		$17K Hold
206
– – ﹤0.01% 452
2023
Q3 		$16.1K Hold
206
– – ﹤0.01% 458
2023
Q2 		$18.1K Hold
206
– – ﹤0.01% 447
2023
Q1 		$16.6K Hold
206
– – ﹤0.01% 454
2022
Q4 		$16K Sell
206
-1
-0.5% -$81 ﹤0.01% 445
2022
Q3 		$16K Sell
207
-8
-4% -$719 ﹤0.01% 431
2022
Q2 		$19K Sell
215
-333
-61% -$33.7K 0.01% 392
2022
Q1 		$60K Hold
548
– – 0.01% 283
2021
Q4 		$57K Hold
548
– – 0.01% 281
2021
Q3 		$68K Buy
548
+47
+9% +$6.08K 0.02% 272
2021
Q2 		$62K Buy
501
+45
+10% +$5.65K 0.02% 281
2021
Q1 		$53K Buy
456
+96
+27% +$11.3K 0.01% 265
2020
Q4 		$42K Buy
+360
New +$39.6K 0.01% 284

Other funds holding MDT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SOA Wealth Advisors's MDT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Medtronic (MDT) stake by 0.39% in Q2 2026, selling an estimated $242 and leaving 774 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #355.

SOA Wealth Advisors first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $74.6K in Q4 2025. 486 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • SOA Wealth Advisors held 774 shares of Medtronic worth $60.5K as of Q2 2026.
  • SOA Wealth Advisors sold 3 Medtronic shares in Q2 2026, an estimated $242.
  • Medtronic made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #355 holding.
  • SOA Wealth Advisors first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Medtronic position peaked at $74.6K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.