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
2024
Q2 		– Sell
-14,000
Closed -$127K – 2667
2024
Q1 		$127K Buy
+14,000
New +$1.19M ﹤0.01% 2266

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.