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Waddell & Associates’s Medtronic MDT Stock Holding History

Waddell & Associates’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 		$432K Buy
+5,528
New +$446K 0.02% 297
2026
Q1 		– Sell
-3,387
Closed -$325K – 477
2025
Q4 		$325K Buy
3,387
+643
+23% +$62.5K 0.02% 262
2025
Q3 		$261K Buy
+2,744
New +$252K 0.02% 244
2021
Q3 		– Sell
-1,997
Closed -$248 – 125
2021
Q2 		$248 Buy
+1,997
New +$251K 0.04% 107

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
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

Waddell & Associates's MDT Position: Q2 2026 in Review

Waddell & Associates opened a new position in Medtronic (MDT) in Q2 2026: 5,528 shares worth $432K. The stake represents 0.02% of the portfolio and ranks #297 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in MDT as recently as Q4 2025.

Waddell & Associates first reported a position in MDT in Q2 2021 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Waddell & Associates held 5,528 shares of Medtronic worth $432K as of Q2 2026.
  • Medtronic was a new Waddell & Associates position in Q2 2026.
  • Medtronic made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #297 holding.
  • Waddell & Associates first reported a position in Medtronic in Q2 2021 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.