Wealth Enhancement Advisory Services
MDT icon

Wealth Enhancement Advisory Services’s Medtronic MDT Stock Holding History

Wealth Enhancement Advisory Services’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 		$69.7M Buy
921,461
+158,322
+21% +$12.8M 0.12% 160
2026
Q1 		$59.4M Sell
763,139
-92,776
-11% -$8.89M 0.12% 155
2025
Q4 		$86.1M Buy
855,915
+43,664
+5% +$4.24M 0.12% 162
2025
Q3 		$79.8M Buy
812,251
+242,237
+42% +$22.3M 0.12% 162
2025
Q2 		$50.4M Buy
570,014
+38,955
+7% +$3.3M 0.08% 226
2025
Q1 		$47.7M Buy
531,059
+53,340
+11% +$4.77M 0.09% 213
2024
Q4 		$38.2M Buy
477,719
+116,310
+32% +$10.1M 0.07% 253
2024
Q3 		$32.5M Sell
361,409
-7,273
-2% -$612K 0.07% 268
2024
Q2 		$29M Buy
368,682
+35,995
+11% +$2.95M 0.07% 266
2024
Q1 		$29M Buy
332,687
+14,524
+5% +$1.24M 0.08% 249
2023
Q4 		$26.2M Sell
318,163
-85,064
-21% -$6.48M 0.08% 247
2023
Q3 		$31.6M Buy
403,227
+352,309
+692% +$29.5M 0.1% 201
2023
Q2 		$4.49M Buy
50,918
+21,217
+71% +$1.83M 0.05% 137
2023
Q1 		$2.39M Buy
+29,701
New +$2.42M 0.03% 194
2020
Q3 		– Sell
-16,739
Closed -$1.63M – 227
2020
Q2 		$1.63M Buy
+16,739
New +$1.61M 0.05% 135
2019
Q1 		– Sell
-15,430
Closed -$1.35M – 202
2018
Q4 		$1.35M Buy
+15,430
New +$1.44M 0.09% 90

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
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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Wealth Enhancement Advisory Services's MDT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Medtronic (MDT) stake by 21% in Q2 2026, buying an estimated $12.8M and bringing the position to 921,461 shares worth $69.7M. The position accounts for 0.12% of the portfolio, ranked #160.

Wealth Enhancement Advisory Services first reported a position in MDT in Q4 2018 and has held it in 16 quarters since. The position peaked at $86.1M in Q4 2025. 372 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 921,461 shares of Medtronic worth $69.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 158,322 Medtronic shares in Q2 2026, an estimated $12.8M.
  • Medtronic made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #160 holding.
  • Wealth Enhancement Advisory Services first reported a position in Medtronic in Q4 2018 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Medtronic position peaked at $86.1M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.