Unique Wealth Strategies’s Medtronic MDT Stock Holding History

Unique Wealth Strategies’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	$834K	Buy	10,663 +354	+3%	+$28.6K	0.3%	80
2026 Q1	$893K	Sell	10,309 -1,843	-15%	-$177K	0.36%	66
2025 Q4	$1.17M	Buy	12,152 +232	+2%	+$22.5K	0.45%	50
2025 Q3	$1.14M	Buy	11,920 +72	+0.6%	+$6.62K	0.44%	55
2025 Q2	$1.03M	Buy	11,848 +2,595	+28%	+$220K	0.43%	60
2025 Q1	$831K	Sell	9,253 -376	-4%	-$33.6K	0.38%	61
2024 Q4	$769K	Sell	9,629 -1,971	-17%	-$171K	0.33%	66
2024 Q3	$1.04M	Sell	11,600 -1,566	-12%	-$132K	0.44%	56
2024 Q2	$1.15M	Hold	13,166	–	–	0.54%	44
2024 Q1	$1.15M	Buy	13,166 +1,459	+12%	+$125K	0.56%	44
2023 Q4	$964K	Buy	+11,707	New	+$892K	0.64%	42

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Unique Wealth Strategies's MDT Position: Q2 2026 in Review

Unique Wealth Strategies increased its Medtronic (MDT) stake by 3.4% in Q2 2026, buying an estimated $28.6K and bringing the position to 10,663 shares worth $834K. The position accounts for 0.3% of the portfolio, ranked #80.

Unique Wealth Strategies first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Unique Wealth Strategies held 10,663 shares of Medtronic worth $834K as of Q2 2026.
Unique Wealth Strategies bought 354 Medtronic shares in Q2 2026, an estimated $28.6K.
Medtronic made up 0.3% of Unique Wealth Strategies's portfolio in Q2 2026, its #80 holding.
Unique Wealth Strategies first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Medtronic position peaked at $1.17M in Q4 2025.
372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.