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WealthBridge Investment Counsel’s Medtronic MDT Stock Holding History

WealthBridge Investment Counsel’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 		$6.26M Buy
80,090
+805
+1% +$64.9K 1.67% 26
2026
Q1 		$6.87M Sell
79,285
-250
-0.3% -$23.9K 2.1% 23
2025
Q4 		$7.64M Sell
79,535
-275
-0.3% -$26.7K 2.29% 22
2025
Q3 		$7.6M Sell
79,810
-225
-0.3% -$20.7K 2.34% 19
2025
Q2 		$6.98M Buy
80,035
+1,350
+2% +$114K 2.26% 21
2025
Q1 		$7.07M Buy
78,685
+2,145
+3% +$192K 2.57% 20
2024
Q4 		$6.11M Hold
76,540
– – 2.24% 23
2024
Q3 		$6.89M Sell
76,540
-530
-0.7% -$44.6K 2.45% 21
2024
Q2 		$6.07M Buy
77,070
+3,125
+4% +$256K 2.32% 21
2024
Q1 		$6.44M Sell
73,945
-525
-0.7% -$44.8K 2.39% 23
2023
Q4 		$6.13M Sell
74,470
-2,500
-3% -$191K 2.45% 21
2023
Q3 		$6.03M Sell
76,970
-60
-0.1% -$5.02K 2.63% 18
2023
Q2 		$6.79M Buy
77,030
+3,555
+5% +$306K 2.86% 14
2023
Q1 		$5.92M Sell
73,475
-185
-0.3% -$15.1K 2.62% 19
2022
Q4 		$5.72M Buy
73,660
+3,000
+4% +$243K 2.5% 19
2022
Q3 		$5.71M Buy
70,660
+4,645
+7% +$417K 3% 15
2022
Q2 		$5.92M Buy
66,015
+1,575
+2% +$160K 3.01% 14
2022
Q1 		$7.15M Buy
64,440
+3,625
+6% +$383K 3.16% 13
2021
Q4 		$6.29M Buy
60,815
+675
+1% +$78.2K 2.67% 18
2021
Q3 		$7.54M Buy
60,140
+800
+1% +$104K 3.39% 9
2021
Q2 		$7.37M Buy
59,340
+2,325
+4% +$292K 3.26% 10
2021
Q1 		$6.74M Buy
57,015
+235
+0.4% +$27.5K 3.29% 13
2020
Q4 		$6.65M Hold
56,780
– – 3.48% 9
2020
Q3 		$5.9M Buy
56,780
+175
+0.3% +$17.6K 3.6% 10
2020
Q2 		$5.19M Buy
56,605
+1,125
+2% +$108K 3.45% 12
2020
Q1 		$5M Sell
55,480
-1,550
-3% -$165K 4.25% 9
2019
Q4 		$6.47M Buy
+57,030
New +$6.26M 3.67% 9

Other funds holding MDT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthBridge Investment Counsel's MDT Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its Medtronic (MDT) stake by 1% in Q2 2026, buying an estimated $64.9K and bringing the position to 80,090 shares worth $6.26M. The position accounts for 1.67% of the portfolio, ranked #26.

WealthBridge Investment Counsel first reported a position in MDT in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.64M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • WealthBridge Investment Counsel held 80,090 shares of Medtronic worth $6.26M as of Q2 2026.
  • WealthBridge Investment Counsel bought 805 Medtronic shares in Q2 2026, an estimated $64.9K.
  • Medtronic made up 1.67% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #26 holding.
  • WealthBridge Investment Counsel first reported a position in Medtronic in Q4 2019 and has held it in 27 quarters since.
  • WealthBridge Investment Counsel's Medtronic position peaked at $7.64M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.