USAdvisors Wealth Management’s Medtronic MDT Stock Holding History

USAdvisors 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	$583K	Buy	7,455 +5	+0.1%	+$403	0.17%	84
2026 Q1	$638K	Sell	7,450 -57	-0.8%	-$5.46K	0.21%	77
2025 Q4	$721K	Hold	7,507	–	–	0.24%	73
2025 Q3	$714K	Hold	7,507	–	–	0.25%	71
2025 Q2	$654K	Hold	7,507	–	–	0.24%	71
2025 Q1	$674K	Sell	7,507 -173	-2%	-$15.5K	0.24%	73
2024 Q4	$613K	Hold	7,680	–	–	0.2%	76
2024 Q3	$685K	Hold	7,680	–	–	0.24%	73
2024 Q2	$604K	Sell	7,680 -32	-0.4%	-$2.62K	0.21%	72
2024 Q1	$670K	Buy	7,712 +32	+0.4%	+$2.73K	0.25%	78
2023 Q4	$632K	Buy	+7,680	New	+$585K	0.26%	73
2023 Q2	–	Sell	-7,654	Closed	-$617K	–	113
2023 Q1	$617K	Hold	7,654	–	–	0.29%	73
2022 Q4	$595K	Sell	7,654 -194	-2%	-$15.7K	0.29%	72
2022 Q3	$634K	Buy	7,848 +500	+7%	+$44.9K	0.32%	68
2022 Q2	$659K	Sell	7,348 -200	-3%	-$20.3K	0.33%	66
2022 Q1	$837K	Hold	7,548	–	–	0.36%	66
2021 Q4	$781K	Hold	7,548	–	–	0.32%	67
2021 Q3	$946K	Hold	7,548	–	–	0.41%	55
2021 Q2	$936K	Buy	7,548 +983	+15%	+$123K	0.51%	49
2021 Q1	$775K	Sell	6,565 -507	-7%	-$59.4K	0.37%	55
2020 Q4	$828K	Hold	7,072	–	–	0.4%	47
2020 Q3	$734	Hold	7,072	–	–	0.11%	45
2020 Q2	$649K	Hold	7,072	–	–	0.34%	44
2020 Q1	$638K	Hold	7,072	–	–	0.39%	49
2019 Q4	$802K	Hold	7,072	–	–	0.42%	34
2019 Q3	$768K	Hold	7,072	–	–	0.4%	29
2019 Q2	$689	Hold	7,072	–	–	0.3%	23
2019 Q1	$644K	Sell	7,072 -500	-7%	-$44.8K	0.46%	22
2018 Q4	$689K	Sell	7,572 -91	-1%	-$8.5K	0.56%	22
2018 Q3	$754K	Hold	7,663	–	–	0.54%	22
2018 Q2	$656K	Buy	7,663 +91	+1%	+$7.6K	0.5%	27
2018 Q1	$607K	Sell	7,572 -287	-4%	-$23.7K	0.48%	26
2017 Q4	$635K	Buy	+7,859	New	+$629K	0.54%	20

Other funds holding MDT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

USAdvisors Wealth Management increased its Medtronic (MDT) stake by 0.07% in Q2 2026, buying an estimated $403 and bringing the position to 7,455 shares worth $583K. The position accounts for 0.17% of the portfolio, ranked #84.

USAdvisors Wealth Management first reported a position in MDT in Q4 2017 and has held it in 33 quarters since. The position peaked at $946K in Q3 2021. 937 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

USAdvisors Wealth Management held 7,455 shares of Medtronic worth $583K as of Q2 2026.
USAdvisors Wealth Management bought 5 Medtronic shares in Q2 2026, an estimated $403.
Medtronic made up 0.17% of USAdvisors Wealth Management's portfolio in Q2 2026, its #84 holding.
USAdvisors Wealth Management first reported a position in Medtronic in Q4 2017 and has held it in 33 quarters since.
USAdvisors Wealth Management's Medtronic position peaked at $946K in Q3 2021.
937 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.