Walter & Keenan Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.8M | Sell |
23,028
-902
| -4% | -$72.8K | 0.45% | 51 |
|
|
2026
Q1 | $2.07M | Sell |
23,930
-992
| -4% | -$95K | 0.58% | 47 |
|
|
2025
Q4 | $2.39M | Sell |
24,922
-507
| -2% | -$49.2K | 0.64% | 39 |
|
|
2025
Q3 | $2.42M | Sell |
25,429
-452
| -2% | -$41.6K | 0.67% | 41 |
|
|
2025
Q2 | $2.26M | Sell |
25,881
-2,166
| -8% | -$184K | 0.66% | 44 |
|
|
2025
Q1 | $2.52M | Buy |
28,047
+280
| +1% | +$25.1K | 0.76% | 36 |
|
|
2024
Q4 | $2.22M | Sell |
27,767
-7,964
| -22% | -$689K | 0.67% | 44 |
|
|
2024
Q3 | $3.22M | Sell |
35,731
-911
| -2% | -$76.6K | 0.98% | 28 |
|
|
2024
Q2 | $2.88M | Sell |
36,642
-725
| -2% | -$59.4K | 0.92% | 35 |
|
|
2024
Q1 | $3.26M | Buy |
37,367
+3,775
| +11% | +$322K | 1.07% | 29 |
|
|
2023
Q4 | $2.77M | Sell |
33,592
-2,050
| -6% | -$156K | 0.99% | 33 |
|
|
2023
Q3 | $2.79M | Sell |
35,642
-123
| -0.3% | -$10.3K | 1.09% | 28 |
|
|
2023
Q2 | $3.15M | Sell |
35,765
-858
| -2% | -$73.9K | 1.16% | 25 |
|
|
2023
Q1 | $2.95M | Buy |
36,623
+376
| +1% | +$30.6K | 1.12% | 30 |
|
|
2022
Q4 | $2.82M | Sell |
36,247
-788
| -2% | -$63.9K | 1.11% | 29 |
|
|
2022
Q3 | $2.99M | Buy |
37,035
+457
| +1% | +$41.1K | 1.27% | 26 |
|
|
2022
Q2 | $3.28M | Buy |
36,578
+188
| +0.5% | +$19K | 1.3% | 25 |
|
|
2022
Q1 | $4.04M | Buy |
36,390
+800
| +2% | +$84.5K | 1.37% | 23 |
|
|
2021
Q4 | $3.68M | Sell |
35,590
-415
| -1% | -$48.1K | 1.2% | 27 |
|
|
2021
Q3 | $4.51M | Buy |
36,005
+206
| +0.6% | +$26.7K | 1.53% | 20 |
|
|
2021
Q2 | $4.44M | Buy |
35,799
+85
| +0.2% | +$10.7K | 1.53% | 20 |
|
|
2021
Q1 | $4.22M | Sell |
35,714
-2,125
| -6% | -$249K | 1.49% | 20 |
|
|
2020
Q4 | $4.43M | Buy |
37,839
+400
| +1% | +$44K | 1.6% | 19 |
|
|
2020
Q3 | $3.89M | Buy |
37,439
+1,382
| +4% | +$139K | 1.54% | 20 |
|
|
2020
Q2 | $3.31M | Buy |
+36,057
| New | +$3.46M | 1.34% | 24 |
|
|
2020
Q1 | – | Sell |
-32,699
| Closed | -$3.71M | – | 157 |
|
|
2019
Q4 | $3.71M | Sell |
32,699
-4,100
| -11% | -$450K | 1.43% | 22 |
|
|
2019
Q3 | $4M | Buy |
36,799
+6,000
| +19% | +$626K | 1.52% | 21 |
|
|
2019
Q2 | $3M | Buy |
30,799
+700
| +2% | +$63.9K | 1.32% | 24 |
|
|
2019
Q1 | $2.74M | Buy |
30,099
+4,624
| +18% | +$414K | 1.21% | 25 |
|
|
2018
Q4 | $2.32M | Buy |
25,475
+1
| +0% | +$93 | 1.04% | 32 |
|
|
2018
Q3 | $2.51K | Buy |
25,474
+1,301
| +5% | +$120K | 0.75% | 31 |
|
|
2018
Q2 | $2.07M | Buy |
24,173
+1,250
| +5% | +$104K | 0.89% | 35 |
|
|
2018
Q1 | $1.84M | Buy |
22,923
+701
| +3% | +$57.8K | 0.8% | 39 |
|
|
2017
Q4 | $1.79M | Buy |
22,222
+112
| +0.5% | +$8.97K | 0.75% | 42 |
|
|
2017
Q3 | $1.72M | Buy |
22,110
+760
| +4% | +$63.1K | 0.79% | 43 |
|
|
2017
Q2 | $1.9M | Hold |
21,350
| – | – | 0.95% | 33 |
|
|
2017
Q1 | $1.72M | Buy |
21,350
+4,350
| +26% | +$340K | 0.89% | 38 |
|
|
2016
Q4 | $1.21M | Buy |
17,000
+13,024
| +328% | +$1.02M | 0.64% | 47 |
|
|
2016
Q3 | $344K | Hold |
3,976
| – | – | 0.19% | 100 |
|
|
2016
Q2 | $345K | Buy |
3,976
+376
| +10% | +$30.4K | 0.19% | 102 |
|
|
2016
Q1 | $270K | Sell |
3,600
-1,600
| -31% | -$121K | 0.15% | 109 |
|
|
2015
Q4 | $400K | Hold |
5,200
| – | – | 0.23% | 91 |
|
|
2015
Q3 | $348K | Sell |
5,200
-4,500
| -46% | -$331K | 0.22% | 96 |
|
|
2015
Q2 | $719K | Sell |
9,700
-1,020
| -10% | -$77.9K | 0.42% | 64 |
|
|
2015
Q1 | $836K | Buy |
10,720
+1,720
| +19% | +$130K | 0.47% | 61 |
|
|
2014
Q4 | $650K | Hold |
9,000
| – | – | 0.37% | 70 |
|
|
2014
Q3 | $558K | Hold |
9,000
| – | – | 0.33% | 75 |
|
|
2014
Q2 | $574K | Hold |
9,000
| – | – | 0.3% | 79 |
|
|
2014
Q1 | $554K | Buy |
+9,000
| New | +$524K | 0.3% | 80 |
|
Other funds holding MDT
Walter & Keenan Wealth Management's MDT Position: Q2 2026 in Review
Walter & Keenan Wealth Management reduced its Medtronic (MDT) stake by 3.8% in Q2 2026, selling an estimated $72.8K and leaving 23,028 shares worth $1.8M. The position accounts for 0.45% of the portfolio, ranked #51.
Walter & Keenan Wealth Management first reported a position in MDT in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.51M in Q3 2021. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.
- Walter & Keenan Wealth Management held 23,028 shares of Medtronic worth $1.8M as of Q2 2026.
- Walter & Keenan Wealth Management sold 902 Medtronic shares in Q2 2026, an estimated $72.8K.
- Medtronic made up 0.45% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #51 holding.
- Walter & Keenan Wealth Management first reported a position in Medtronic in Q1 2014 and has held it in 49 quarters since.
- Walter & Keenan Wealth Management's Medtronic position peaked at $4.51M in Q3 2021.
- 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.
Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.