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Valued Wealth Advisors’s Medtronic MDT Stock Holding History

Valued Wealth Advisors’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 		$3.08K Sell
39
-31
-44% -$2.5K ﹤0.01% 570
2026
Q1 		$6.11K Buy
70
+18
+35% +$1.72K ﹤0.01% 361
2025
Q4 		$5.3K Buy
52
+7
+16% +$680 ﹤0.01% 297
2025
Q3 		$4.32K Hold
45
– – ﹤0.01% 304
2025
Q2 		$3.96K Buy
45
+11
+32% +$933 ﹤0.01% 313
2025
Q1 		$3.08K Sell
34
-7
-17% -$626 ﹤0.01% 366
2024
Q4 		$3.3K Buy
41
+7
+21% +$606 ﹤0.01% 353
2024
Q3 		$3.08K Buy
34
+11
+48% +$925 ﹤0.01% 332
2024
Q2 		$1.83K Sell
23
-8
-26% -$656 ﹤0.01% 375
2024
Q1 		$2.72K Sell
31
-45
-59% -$3.84K ﹤0.01% 318
2023
Q4 		$6.01K Buy
+76
New +$5.79K 0.01% 178

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

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

Valued Wealth Advisors reduced its Medtronic (MDT) stake by 44% in Q2 2026, selling an estimated $2.5K and leaving 39 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Valued Wealth Advisors first reported a position in MDT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.11K in Q1 2026. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Valued Wealth Advisors held 39 shares of Medtronic worth $3.08K as of Q2 2026.
  • Valued Wealth Advisors sold 31 Medtronic shares in Q2 2026, an estimated $2.5K.
  • Medtronic made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #570 holding.
  • Valued Wealth Advisors first reported a position in Medtronic in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Medtronic position peaked at $6.11K in Q1 2026.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.