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Virginia Wealth Management Group’s Medtronic MDT Stock Holding History

Virginia Wealth Management Group’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 		$2.73M Buy
34,859
+624
+2% +$50.3K 1.36% 36
2026
Q1 		$2.97M Buy
34,235
+772
+2% +$74K 1.59% 36
2025
Q4 		$3.21M Buy
33,463
+448
+1% +$43.5K 1.88% 31
2025
Q3 		$3.14M Buy
33,015
+681
+2% +$62.6K 1.81% 33
2025
Q2 		$2.82M Buy
32,334
+846
+3% +$71.7K 1.71% 35
2025
Q1 		$2.83M Buy
31,488
+1,415
+5% +$127K 1.75% 35
2024
Q4 		$2.4M Buy
30,073
+354
+1% +$30.6K 1.49% 35
2024
Q3 		$2.68M Buy
29,719
+7,600
+34% +$639K 1.68% 34
2024
Q2 		$1.74M Sell
22,119
-73
-0.3% -$5.99K 1.43% 34
2024
Q1 		$1.93M Buy
22,192
+1,799
+9% +$154K 1.58% 32
2023
Q4 		$1.68M Sell
20,393
-7,724
-27% -$589K 1.47% 33
2023
Q3 		$2.2M Buy
28,117
+462
+2% +$38.7K 1.49% 33
2023
Q2 		$2.44M Buy
27,655
+75
+0.3% +$6.46K 1.67% 30
2023
Q1 		$2.22M Buy
27,580
+4,245
+18% +$346K 1.53% 33
2022
Q4 		$1.81M Sell
23,335
-2,807
-11% -$228K 1.26% 35
2022
Q3 		$2.11M Buy
26,142
+4,756
+22% +$427K 1.58% 34
2022
Q2 		$1.92M Buy
21,386
+1,237
+6% +$125K 1.84% 32
2022
Q1 		$2.27M Buy
20,149
+1,720
+9% +$182K 2.03% 23
2021
Q4 		$1.91M Buy
+18,429
New +$2.13M 1.72% 29

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

Virginia Wealth Management Group's MDT Position: Q2 2026 in Review

Virginia Wealth Management Group increased its Medtronic (MDT) stake by 1.8% in Q2 2026, buying an estimated $50.3K and bringing the position to 34,859 shares worth $2.73M. The position accounts for 1.36% of the portfolio, ranked #36.

Virginia Wealth Management Group first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q4 2025. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Virginia Wealth Management Group held 34,859 shares of Medtronic worth $2.73M as of Q2 2026.
  • Virginia Wealth Management Group bought 624 Medtronic shares in Q2 2026, an estimated $50.3K.
  • Medtronic made up 1.36% of Virginia Wealth Management Group's portfolio in Q2 2026, its #36 holding.
  • Virginia Wealth Management Group first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • Virginia Wealth Management Group's Medtronic position peaked at $3.21M in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Virginia Wealth Management Group's 13F filing for Q2 2026, filed 22 Jul 2026.