Tulsa Wealth Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$945K Sell
12,079
-11,865
-50% -$957K 0.13% 72
2026
Q1
$2.07M Buy
+23,944
New +$2.29M 0.36% 47

Other funds holding MDT

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

Tulsa Wealth Advisors reduced its Medtronic (MDT) stake by 50% in Q2 2026, selling an estimated $957K and leaving 12,079 shares worth $945K. The position accounts for 0.13% of the portfolio, ranked #72.

Tulsa Wealth Advisors first reported a position in MDT in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.07M in Q1 2026. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Tulsa Wealth Advisors held 12,079 shares of Medtronic worth $945K as of Q2 2026.
  • Tulsa Wealth Advisors sold 11,865 Medtronic shares in Q2 2026, an estimated $957K.
  • Medtronic made up 0.13% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Tulsa Wealth Advisors first reported a position in Medtronic in Q1 2026 and has held it in 2 quarters since.
  • Tulsa Wealth Advisors's Medtronic position peaked at $2.07M in Q1 2026.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.