Wealthcare Advisory Partners’s Medtronic MDT Stock Holding History

Wealthcare Advisory Partners’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	$735K	Sell	9,396 -1,572	-14%	-$127K	0.01%	595
2026 Q1	$950K	Buy	10,968 +517	+5%	+$49.5K	0.02%	531
2025 Q4	$1M	Buy	10,451 +590	+6%	+$57.3K	0.02%	512
2025 Q3	$939K	Buy	9,861 +767	+8%	+$70.5K	0.02%	516
2025 Q2	$793K	Buy	9,094 +1,343	+17%	+$114K	0.02%	530
2025 Q1	$696K	Sell	7,751 -125	-2%	-$11.2K	0.02%	513
2024 Q4	$629K	Buy	7,876 +11	+0.1%	+$952	0.02%	523
2024 Q3	$708K	Sell	7,865 -549	-7%	-$46.2K	0.02%	492
2024 Q2	$662K	Buy	8,414 +36	+0.4%	+$2.95K	0.02%	476
2024 Q1	$730K	Buy	8,378 +1,476	+21%	+$126K	0.02%	463
2023 Q4	$569K	Buy	6,902 +393	+6%	+$30K	0.02%	462
2023 Q3	$510K	Sell	6,509 -1,258	-16%	-$105K	0.02%	427
2023 Q2	$684K	Sell	7,767 -451	-5%	-$38.8K	0.03%	373
2023 Q1	$663K	Buy	8,218 +1,121	+16%	+$91.4K	0.03%	382
2022 Q4	$552K	Buy	7,097 +883	+14%	+$71.6K	0.03%	399
2022 Q3	$502K	Buy	6,214 +2,314	+59%	+$208K	0.03%	360
2022 Q2	$350K	Sell	3,900 -326	-8%	-$33K	0.02%	392
2022 Q1	$469K	Buy	4,226 +464	+12%	+$49K	0.03%	321
2021 Q4	$389K	Sell	3,762 -671	-15%	-$77.7K	0.02%	378
2021 Q3	$556K	Buy	4,433 +1,062	+32%	+$137K	0.04%	298
2021 Q2	$418K	Buy	3,371 +225	+7%	+$28.3K	0.03%	353
2021 Q1	$372K	Sell	3,146 -284	-8%	-$33.3K	0.03%	346
2020 Q4	$402K	Buy	3,430 +686	+25%	+$75.5K	0.04%	269
2020 Q3	$285K	Sell	2,744 -353	-11%	-$35.5K	0.03%	279
2020 Q2	$284K	Buy	3,097 +1,261	+69%	+$121K	0.04%	249
2020 Q1	$166K	Buy	1,836 +62	+3%	+$6.6K	0.02%	291
2019 Q4	$201K	Buy	1,774 +3	+0.2%	+$329	0.03%	299
2019 Q3	$192K	Sell	1,771 -14	-0.8%	-$1.46K	0.03%	280
2019 Q2	$174K	Buy	1,785 +67	+4%	+$6.12K	0.03%	288
2019 Q1	$156K	Sell	1,718 -49	-3%	-$4.39K	0.03%	272
2018 Q4	$161K	Buy	1,767 +3	+0.2%	+$280	0.03%	237
2018 Q3	$174K	Buy	1,764 +19	+1%	+$1.76K	0.03%	243
2018 Q2	$149K	Buy	1,745 +236	+16%	+$19.7K	0.03%	260
2018 Q1	$121K	Buy	1,509 +149	+11%	+$12.3K	0.03%	249
2017 Q4	$110K	Buy	1,360 +612	+82%	+$49K	0.03%	244
2017 Q3	$58K	Buy	+748	New	+$62.1K	0.02%	287

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's MDT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $127K and leaving 9,396 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #595.

Wealthcare Advisory Partners first reported a position in MDT in Q3 2017 and has held it in 36 quarters since. The position peaked at $1M in Q4 2025. 564 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Wealthcare Advisory Partners held 9,396 shares of Medtronic worth $735K as of Q2 2026.
Wealthcare Advisory Partners sold 1,572 Medtronic shares in Q2 2026, an estimated $127K.
Medtronic made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #595 holding.
Wealthcare Advisory Partners first reported a position in Medtronic in Q3 2017 and has held it in 36 quarters since.
Wealthcare Advisory Partners's Medtronic position peaked at $1M in Q4 2025.
564 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.