TWM
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Thrive Wealth Management’s Medtronic MDT Stock Holding History

Thrive 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 		$293K Sell
3,745
-679
-15% -$54.8K 0.04% 197
2026
Q1 		$383K Sell
4,424
-1,145
-21% -$110K 0.06% 146
2025
Q4 		$535K Buy
5,569
+193
+4% +$18.7K 0.08% 123
2025
Q3 		$512K Sell
5,376
-9
-0.2% -$827 0.08% 124
2025
Q2 		$469K Sell
5,385
-185
-3% -$15.7K 0.08% 130
2025
Q1 		$501K Buy
5,570
+110
+2% +$9.84K 0.1% 113
2024
Q4 		$436K Sell
5,460
-556
-9% -$48.1K 0.08% 128
2024
Q3 		$542K Buy
6,016
+22
+0.4% +$1.85K 0.1% 107
2024
Q2 		$472K Sell
5,994
-262
-4% -$21.5K 0.09% 111
2024
Q1 		$545K Sell
6,256
-328
-5% -$28K 0.11% 97
2023
Q4 		$542K Buy
6,584
+3,235
+97% +$247K 0.12% 100
2023
Q3 		$262K Sell
3,349
-594
-15% -$49.7K 0.07% 137
2023
Q2 		$347K Buy
+3,943
New +$339K 0.09% 122

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

Thrive Wealth Management's MDT Position: Q2 2026 in Review

Thrive Wealth Management reduced its Medtronic (MDT) stake by 15% in Q2 2026, selling an estimated $54.8K and leaving 3,745 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #197.

Thrive Wealth Management first reported a position in MDT in Q2 2023 and has held it in 13 quarters since. The position peaked at $545K in Q1 2024. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Thrive Wealth Management held 3,745 shares of Medtronic worth $293K as of Q2 2026.
  • Thrive Wealth Management sold 679 Medtronic shares in Q2 2026, an estimated $54.8K.
  • Medtronic made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Thrive Wealth Management first reported a position in Medtronic in Q2 2023 and has held it in 13 quarters since.
  • Thrive Wealth Management's Medtronic position peaked at $545K in Q1 2024.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.