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United Asset Strategies’s Medtronic MDT Stock Holding History

United Asset 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 		$714K Buy
9,121
+727
+9% +$58.6K 0.05% 182
2026
Q1 		$727K Buy
8,394
+714
+9% +$68.4K 0.06% 170
2025
Q4 		$738K Buy
7,680
+63
+0.8% +$6.12K 0.06% 172
2025
Q3 		$725K Buy
7,617
+44
+0.6% +$4.04K 0.06% 170
2025
Q2 		$660K Sell
7,573
-707
-9% -$60K 0.06% 173
2025
Q1 		$744K Buy
8,280
+66
+0.8% +$5.91K 0.07% 166
2024
Q4 		$656K Sell
8,214
-131
-2% -$11.3K 0.06% 164
2024
Q3 		$751K Sell
8,345
-98,102
-92% -$8.25M 0.07% 161
2024
Q2 		$8.38M Buy
106,447
+11,342
+12% +$930K 0.83% 41
2024
Q1 		$8.29M Buy
95,105
+23,191
+32% +$1.98M 0.83% 42
2023
Q4 		$5.92M Sell
71,914
-13,333
-16% -$1.02M 0.67% 46
2023
Q3 		$6.68M Buy
85,247
+2,573
+3% +$215K 0.86% 39
2023
Q2 		$7.28M Buy
82,674
+2,275
+3% +$196K 0.91% 38
2023
Q1 		$6.48M Buy
80,399
+6,610
+9% +$539K 0.86% 42
2022
Q4 		$5.73M Sell
73,789
-29,892
-29% -$2.42M 0.8% 45
2022
Q3 		$8.37M Buy
103,681
+3,169
+3% +$285K 1.29% 25
2022
Q2 		$9.02M Buy
100,512
+2,013
+2% +$204K 1.31% 27
2022
Q1 		$10.9M Buy
98,499
+4,765
+5% +$503K 1.39% 21
2021
Q4 		$9.7M Sell
93,734
-3,113
-3% -$360K 1.15% 33
2021
Q3 		$12.1M Buy
96,847
+3,167
+3% +$410K 1.57% 22
2021
Q2 		$11.6M Buy
93,680
+1,005
+1% +$126K 1.55% 20
2021
Q1 		$10.9M Buy
92,675
+1,173
+1% +$137K 1.59% 18
2020
Q4 		$10.7M Buy
91,502
+1,034
+1% +$114K 1.69% 16
2020
Q3 		$9.4M Sell
90,468
-1,973
-2% -$198K 1.73% 17
2020
Q2 		$8.48M Sell
92,441
-625
-0.7% -$59.9K 1.67% 16
2020
Q1 		$8.39M Buy
93,066
+66,683
+253% +$7.09M 2.08% 9
2019
Q4 		$2.99M Buy
+26,383
New +$2.9M 0.58% 55

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

United Asset Strategies's MDT Position: Q2 2026 in Review

United Asset Strategies increased its Medtronic (MDT) stake by 8.7% in Q2 2026, buying an estimated $58.6K and bringing the position to 9,121 shares worth $714K. The position accounts for 0.05% of the portfolio, ranked #182.

United Asset Strategies first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.1M in Q3 2021. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • United Asset Strategies held 9,121 shares of Medtronic worth $714K as of Q2 2026.
  • United Asset Strategies bought 727 Medtronic shares in Q2 2026, an estimated $58.6K.
  • Medtronic made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #182 holding.
  • United Asset Strategies first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • United Asset Strategies's Medtronic position peaked at $12.1M in Q3 2021.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.