Turtle Creek 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
$997K Buy
12,702
+4,234
+50% +$342K 0.05% 165
2026
Q1
$734K Buy
8,468
+731
+9% +$70K 0.06% 171
2025
Q4
$743K Buy
7,737
+2,851
+58% +$277K 0.06% 187
2025
Q3
$465K Buy
4,886
+1,509
+45% +$139K 0.04% 221
2025
Q2
$294K Buy
+3,377
New +$286K 0.03% 219
2024
Q1
Sell
-1,337
Closed -$110K 558
2023
Q4
$110K Buy
+1,337
New +$102K 0.03% 187

Other funds holding MDT

Turtle Creek Wealth Advisors's MDT Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Medtronic (MDT) stake by 50% in Q2 2026, buying an estimated $342K and bringing the position to 12,702 shares worth $997K. The position accounts for 0.05% of the portfolio, ranked #165.

Turtle Creek Wealth Advisors first reported a position in MDT in Q4 2023 and has held it in 6 quarters since. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Turtle Creek Wealth Advisors held 12,702 shares of Medtronic worth $997K as of Q2 2026.
  • Turtle Creek Wealth Advisors bought 4,234 Medtronic shares in Q2 2026, an estimated $342K.
  • Medtronic made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Turtle Creek Wealth Advisors first reported a position in Medtronic in Q4 2023 and has held it in 6 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.