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Weatherly Asset Management’s Medtronic MDT Stock Holding History

Weatherly Asset 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 		– Sell
-2,369
Closed -$207K – 190
2026
Q1 		$207K Buy
2,369
+2
+0.1% +$192 0.02% 185
2025
Q4 		$229K Sell
2,367
-37
-2% -$3.59K 0.02% 177
2025
Q3 		$231K Hold
2,404
– – 0.02% 173
2025
Q2 		$211K Sell
2,404
-30
-1% -$2.54K 0.02% 178
2025
Q1 		$220K Sell
2,434
-60
-2% -$5.37K 0.02% 171
2024
Q4 		$201K Sell
2,494
-59
-2% -$5.11K 0.02% 180
2024
Q3 		$231K Buy
+2,553
New +$215K 0.02% 168
2024
Q2 		– Sell
-2,295
Closed -$202K – 175
2024
Q1 		$202K Sell
2,295
-510
-18% -$43.5K 0.02% 171
2023
Q4 		$233K Sell
2,805
-1,541
-35% -$117K 0.03% 164
2023
Q3 		$344K Sell
4,346
-461
-10% -$38.6K 0.04% 141
2023
Q2 		$427K Sell
4,807
-212
-4% -$18.3K 0.05% 134
2023
Q1 		$408K Sell
5,019
-621
-11% -$50.6K 0.05% 141
2022
Q4 		$442K Sell
5,640
-175
-3% -$14.2K 0.06% 136
2022
Q3 		$474K Sell
5,815
-368
-6% -$33.1K 0.07% 132
2022
Q2 		$559K Sell
6,183
-210
-3% -$21.3K 0.08% 128
2022
Q1 		$709K Sell
6,393
-201
-3% -$21.2K 0.08% 123
2021
Q4 		$682K Buy
6,594
+18
+0.3% +$2.08K 0.08% 129
2021
Q3 		$824K Sell
6,576
-100
-1% -$12.9K 0.1% 118
2021
Q2 		$829K Sell
6,676
-41
-0.6% -$5.15K 0.1% 119
2021
Q1 		$793K Hold
6,717
– – 0.11% 117
2020
Q4 		$787K Sell
6,717
-68
-1% -$7.49K 0.11% 116
2020
Q3 		$705K Buy
6,785
+151
+2% +$15.2K 0.11% 116
2020
Q2 		$608K Hold
6,634
– – 0.11% 120
2020
Q1 		$598K Sell
6,634
-94
-1% -$10K 0.13% 112
2019
Q4 		$763K Sell
6,728
-325
-5% -$35.7K 0.15% 110
2019
Q3 		$766K Sell
7,053
-464
-6% -$48.4K 0.16% 106
2019
Q2 		$732K Buy
7,517
+58
+0.8% +$5.3K 0.15% 113
2019
Q1 		$679K Sell
7,459
-29
-0.4% -$2.6K 0.14% 116
2018
Q4 		$681K Sell
7,488
-160
-2% -$15K 0.16% 111
2018
Q3 		$752K Hold
7,648
– – 0.15% 113
2018
Q2 		$655K Sell
7,648
-510
-6% -$42.6K 0.15% 113
2018
Q1 		$654K Sell
8,158
-438
-5% -$36.1K 0.16% 114
2017
Q4 		$694K Sell
8,596
-100
-1% -$8.01K 0.17% 110
2017
Q3 		$676K Sell
8,696
-94
-1% -$7.8K 0.18% 110
2017
Q2 		$780K Sell
8,790
-368
-4% -$31K 0.22% 99
2017
Q1 		$738K Sell
9,158
-770
-8% -$60.1K 0.22% 96
2016
Q4 		$707K Sell
9,928
-247
-2% -$19.4K 0.23% 92
2016
Q3 		$879K Sell
10,175
-23
-0.2% -$2K 0.29% 80
2016
Q2 		$885K Buy
10,198
+2,082
+26% +$168K 0.29% 82
2016
Q1 		$608K Buy
8,116
+7
+0.1% +$527 0.21% 99
2015
Q4 		$623K Sell
8,109
-119
-1% -$8.96K 0.22% 93
2015
Q3 		$550K Sell
8,228
-7
-0.1% -$516 0.22% 90
2015
Q2 		$610K Sell
8,235
-389
-5% -$29.7K 0.23% 90
2015
Q1 		$672K Buy
8,624
+575
+7% +$43.6K 0.27% 86
2014
Q4 		$581K Sell
8,049
-2,755
-25% -$191K 0.24% 95
2014
Q3 		$669K Sell
10,804
-147
-1% -$9.35K 0.29% 84
2014
Q2 		$698K Sell
10,951
-373
-3% -$22.7K 0.29% 82
2014
Q1 		$697K Sell
11,324
-250
-2% -$14.6K 0.32% 79
2013
Q4 		$664K Sell
11,574
-50
-0.4% -$2.83K 0.32% 77
2013
Q3 		$619K Buy
11,624
+1,440
+14% +$77.5K 0.31% 76
2013
Q2 		$524K Buy
+10,184
New +$503K 0.29% 74

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
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Weatherly Asset Management's MDT Position: Q2 2026 in Review

Weatherly Asset Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,369 shares — an estimated $207K sold.

Weatherly Asset Management first reported a position in MDT in Q2 2013 and held it in 51 quarters. The position peaked at $885K in Q2 2016. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Weatherly Asset Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Weatherly Asset Management sold 2,369 Medtronic shares in Q2 2026, an estimated $207K.
  • Weatherly Asset Management first reported a position in Medtronic in Q2 2013 and held it in 51 quarters.
  • Weatherly Asset Management's Medtronic position peaked at $885K in Q2 2016.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.