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RAFFA WEALTH MANAGEMENT, LLC’s Medtronic MDT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$22.1K Sell
283
-15
-5% -$1.21K ﹤0.01% 274
2026
Q1 		$25.8K Buy
298
+63
+27% +$6.04K ﹤0.01% 235
2025
Q4 		$22.6K Hold
235
– – ﹤0.01% 246
2025
Q3 		$22.4K Sell
235
-10
-4% -$919 ﹤0.01% 250
2025
Q2 		$21.4K Sell
245
-19
-7% -$1.61K ﹤0.01% 266
2025
Q1 		$23.7K Sell
264
-22
-8% -$1.97K 0.01% 203
2024
Q4 		$22.8K Sell
286
-2
-0.7% -$173 0.01% 218
2024
Q3 		$25.9K Sell
288
-190
-40% -$16K 0.01% 196
2024
Q2 		$37.6K Buy
478
+190
+66% +$15.6K 0.01% 222
2024
Q1 		$25.1K Sell
288
-12
-4% -$1.02K 0.01% 267
2023
Q4 		$24.7K Hold
300
– – 0.01% 185
2023
Q3 		$23.5K Hold
300
– – 0.01% 181
2023
Q2 		$26.4K Hold
300
– – 0.01% 176
2023
Q1 		$24.2K Hold
300
– – 0.01% 199
2022
Q4 		$23.3K Buy
300
+18
+6% +$1.46K 0.01% 192
2022
Q3 		$22.8K Buy
282
+13
+5% +$1.17K 0.01% 191
2022
Q2 		$24.1K Hold
269
– – 0.01% 189
2022
Q1 		$29.8K Sell
269
-122
-31% -$12.9K 0.01% 177
2021
Q4 		$40.4K Sell
391
-202
-34% -$23.4K 0.01% 167
2021
Q3 		$74.3K Buy
593
+29
+5% +$3.75K 0.03% 93
2021
Q2 		$70K Sell
564
-1,052
-65% -$132K 0.02% 100
2021
Q1 		$191K Buy
1,616
+22
+1% +$2.58K 0.07% 67
2020
Q4 		$187K Buy
1,594
+18
+1% +$1.98K 0.07% 67
2020
Q3 		$164K Sell
1,576
-76
-5% -$7.63K 0.06% 64
2020
Q2 		$151K Buy
1,652
+31
+2% +$2.97K 0.06% 69
2020
Q1 		$147K Sell
1,621
-1,396
-46% -$149K 0.05% 63
2019
Q4 		$342K Hold
3,017
– – 0.12% 56
2019
Q3 		$328K Buy
+3,017
New +$315K 0.12% 55
2019
Q2 		– Sell
-3,687
Closed -$336K – 1123
2019
Q1 		$336K Buy
3,687
+1,493
+68% +$134K 0.14% 42
2018
Q4 		$200K Sell
2,194
-1,162
-35% -$109K 0.08% 66
2018
Q3 		$330K Buy
3,356
+893
+36% +$82.6K 0.12% 62
2018
Q2 		$211K Sell
2,463
-1,338
-35% -$112K 0.08% 65
2018
Q1 		$305K Buy
3,801
+101
+3% +$8.33K 0.11% 61
2017
Q4 		$299K Hold
3,700
– – 0.12% 66
2017
Q3 		$288K Hold
3,700
– – 0.12% 70
2017
Q2 		$328K Hold
3,700
– – 0.14% 56
2017
Q1 		$298K Buy
3,700
+3,469
+1,502% +$271K 0.15% 45
2016
Q4 		$16.5K Hold
231
– – 0.01% 154
2016
Q3 		$20K Sell
231
-75
-25% -$6.54K 0.01% 141
2016
Q2 		$26.6K Buy
306
+12
+4% +$970 0.01% 119
2016
Q1 		$22.1K Buy
294
+50
+20% +$3.77K 0.01% 137
2015
Q4 		$18.8K Buy
244
+36
+17% +$2.71K 0.01% 144
2015
Q3 		$13.9K Hold
208
– – 0.01% 151
2015
Q2 		$15.4K Hold
208
– – 0.01% 142
2015
Q1 		$16.2K Buy
208
+10
+5% +$758 0.01% 126
2014
Q4 		$14.3K Hold
198
– – 0.01% 125
2014
Q3 		$12.3K Buy
198
+23
+13% +$1.46K 0.01% 131
2014
Q2 		$11.2K Hold
175
– – 0.01% 128
2014
Q1 		$10.8K Sell
175
-23
-12% -$1.34K 0.01% 127
2013
Q4 		$14.3K Buy
+198
New +$11.2K 0.01% 125

Other funds holding MDT

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MDT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Medtronic (MDT) stake by 5% in Q2 2026, selling an estimated $1.21K and leaving 283 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MDT in Q4 2013 and has held it in 50 quarters since. The position peaked at $342K in Q4 2019. 729 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 283 shares of Medtronic worth $22.1K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 15 Medtronic shares in Q2 2026, an estimated $1.21K.
  • Medtronic made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #274 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Medtronic in Q4 2013 and has held it in 50 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Medtronic position peaked at $342K in Q4 2019.
  • 729 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.