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Waterway Wealth Management’s Medtronic MDT Stock Holding History

Waterway Wealth Management’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 		$1.23M Buy
+15,759
New +$1.27M 0.25% 49
2025
Q2 		– Sell
-6,169
Closed -$554K – 91
2025
Q1 		$554K Buy
6,169
+710
+13% +$63.5K 0.23% 44
2024
Q4 		$436K Buy
5,459
+966
+22% +$83.6K 0.19% 53
2024
Q3 		$404K Buy
4,493
+1,734
+63% +$146K 0.17% 50
2024
Q2 		$217K Buy
2,759
+126
+5% +$10.3K 0.11% 57
2024
Q1 		$229K Buy
+2,633
New +$225K 0.1% 63

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Waterway Wealth Management's MDT Position: Q2 2026 in Review

Waterway Wealth Management opened a new position in Medtronic (MDT) in Q2 2026: 15,759 shares worth $1.23M. The stake represents 0.25% of the portfolio and ranks #49 among its holdings. This is a return to the name: Waterway Wealth Management previously reported a position in MDT as recently as Q1 2025.

Waterway Wealth Management first reported a position in MDT in Q1 2024 and has held it in 6 quarters since. 535 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Waterway Wealth Management held 15,759 shares of Medtronic worth $1.23M as of Q2 2026.
  • Medtronic was a new Waterway Wealth Management position in Q2 2026.
  • Medtronic made up 0.25% of Waterway Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Waterway Wealth Management first reported a position in Medtronic in Q1 2024 and has held it in 6 quarters since.
  • 535 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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