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TCI Wealth Advisors’s Medtronic MDT Stock Holding History

TCI 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 		$347K Sell
4,434
-112
-2% -$9.04K 0.02% 187
2026
Q1 		$394K Sell
4,546
-371
-8% -$35.5K 0.02% 170
2025
Q4 		$472K Sell
4,917
-109
-2% -$10.6K 0.03% 151
2025
Q3 		$479K Buy
5,026
+772
+18% +$71K 0.03% 152
2025
Q2 		$371K Sell
4,254
-516
-11% -$43.8K 0.03% 170
2025
Q1 		$429K Sell
4,770
-575
-11% -$51.5K 0.03% 137
2024
Q4 		$427K Buy
5,345
+55
+1% +$4.76K 0.04% 139
2024
Q3 		$476K Sell
5,290
-326
-6% -$27.4K 0.04% 135
2024
Q2 		$442K Sell
5,616
-171
-3% -$14K 0.04% 131
2024
Q1 		$504K Buy
5,787
+27
+0.5% +$2.3K 0.05% 120
2023
Q4 		$475K Sell
5,760
-178
-3% -$13.6K 0.05% 119
2023
Q3 		$465K Buy
5,938
+112
+2% +$9.38K 0.06% 112
2023
Q2 		$513K Buy
5,826
+4
+0.1% +$344 0.07% 106
2023
Q1 		$469K Buy
5,822
+90
+2% +$7.33K 0.06% 111
2022
Q4 		$446K Sell
5,732
-369
-6% -$29.9K 0.06% 108
2022
Q3 		$493K Buy
6,101
+303
+5% +$27.2K 0.08% 96
2022
Q2 		$520K Sell
5,798
-261
-4% -$26.4K 0.08% 98
2022
Q1 		$672K Buy
6,059
+32
+0.5% +$3.38K 0.1% 84
2021
Q4 		$624K Sell
6,027
-66
-1% -$7.64K 0.09% 87
2021
Q3 		$764K Buy
6,093
+63
+1% +$8.15K 0.12% 82
2021
Q2 		$749K Sell
6,030
-480
-7% -$60.3K 0.13% 79
2021
Q1 		$769K Sell
6,510
-478
-7% -$56K 0.33% 64
2020
Q4 		$819K Buy
6,988
+4
+0.1% +$440 0.37% 61
2020
Q3 		$726K Buy
6,984
+468
+7% +$47K 0.29% 65
2020
Q2 		$598K Sell
6,516
-920
-12% -$88.2K 0.26% 67
2020
Q1 		$671K Buy
7,436
+343
+5% +$36.5K 0.33% 61
2019
Q4 		$805K Buy
7,093
+28
+0.4% +$3.07K 0.31% 63
2019
Q3 		$767K Buy
7,065
+210
+3% +$21.9K 0.34% 62
2019
Q2 		$668K Sell
6,855
-56
-0.8% -$5.11K 0.3% 66
2019
Q1 		$629K Sell
6,911
-16
-0.2% -$1.43K 0.28% 73
2018
Q4 		$630K Sell
6,927
-28
-0.4% -$2.62K 0.31% 68
2018
Q3 		$684K Sell
6,955
-81
-1% -$7.49K 0.29% 68
2018
Q2 		$602K Buy
7,036
+105
+2% +$8.77K 0.27% 75
2018
Q1 		$556K Sell
6,931
-553
-7% -$45.6K 0.26% 76
2017
Q4 		$604K Buy
7,484
+148
+2% +$11.9K 0.27% 76
2017
Q3 		$571K Sell
7,336
-17
-0.2% -$1.41K 0.28% 74
2017
Q2 		$653K Sell
7,353
-239
-3% -$20.2K 0.33% 67
2017
Q1 		$612K Sell
7,592
-2,431
-24% -$190K 0.32% 65
2016
Q4 		$714K Buy
10,023
+629
+7% +$49.4K 0.37% 60
2016
Q3 		$812K Sell
9,394
-1,043
-10% -$90.9K 0.44% 57
2016
Q2 		$906K Sell
10,437
-3,343
-24% -$270K 0.5% 49
2016
Q1 		$1.03M Sell
13,780
-227
-2% -$17.1K 0.57% 44
2015
Q4 		$1.08M Sell
14,007
-2,207
-14% -$166K 0.6% 42
2015
Q3 		$1.08M Sell
16,214
-204
-1% -$15K 0.65% 40
2015
Q2 		$1.22M Sell
16,418
-187
-1% -$14.3K 0.7% 37
2015
Q1 		$1.29M Sell
16,605
-164
-1% -$12.4K 0.81% 33
2014
Q4 		$1.21M Sell
16,769
-510
-3% -$35.4K 0.75% 36
2014
Q3 		$1.07M Sell
17,279
-9
-0.1% -$572 0.67% 37
2014
Q2 		$1.1M Sell
17,288
-103
-0.6% -$6.26K 0.66% 37
2014
Q1 		$1.07M Hold
17,391
– – 0.7% 34
2013
Q4 		$998K Sell
17,391
-137
-0.8% -$7.77K 0.63% 36
2013
Q3 		$933K Hold
17,528
– – 0.71% 35
2013
Q2 		$902K Buy
+17,528
New +$866K 0.68% 36

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

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

TCI Wealth Advisors reduced its Medtronic (MDT) stake by 2.5% in Q2 2026, selling an estimated $9.04K and leaving 4,434 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #187.

TCI Wealth Advisors first reported a position in MDT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.29M in Q1 2015. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • TCI Wealth Advisors held 4,434 shares of Medtronic worth $347K as of Q2 2026.
  • TCI Wealth Advisors sold 112 Medtronic shares in Q2 2026, an estimated $9.04K.
  • Medtronic made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • TCI Wealth Advisors first reported a position in Medtronic in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Medtronic position peaked at $1.29M in Q1 2015.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.