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Wedmont Private Capital’s Medtronic MDT Stock Holding History

Wedmont Private Capital’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 		$478K Sell
5,701
-1,336
-19% -$108K 0.01% 566
2026
Q1 		$624K Sell
7,037
-1,000
-12% -$95.8K 0.02% 423
2025
Q4 		$802K Buy
8,037
+162
+2% +$15.7K 0.03% 347
2025
Q3 		$774K Buy
7,875
+1,124
+17% +$103K 0.03% 331
2025
Q2 		$601K Sell
6,751
-567
-8% -$48.1K 0.03% 379
2025
Q1 		$607K Buy
7,318
+1,516
+26% +$136K 0.03% 330
2024
Q4 		$468K Buy
5,802
+1,004
+21% +$86.9K 0.02% 400
2024
Q3 		$418K Buy
4,798
+457
+11% +$38.4K 0.02% 414
2024
Q2 		$338K Buy
4,341
+543
+14% +$44.5K 0.02% 462
2024
Q1 		$318K Buy
3,798
+166
+5% +$14.2K 0.02% 442
2023
Q4 		$314K Sell
3,632
-2,765
-43% -$211K 0.03% 420
2023
Q3 		$481K Buy
6,397
+73
+1% +$6.11K 0.05% 265
2023
Q2 		$554K Buy
6,324
+376
+6% +$32.4K 0.06% 223
2023
Q1 		$477K Buy
5,948
+769
+15% +$62.7K 0.06% 231
2022
Q4 		$419K Buy
5,179
+1,064
+26% +$86.2K 0.06% 245
2022
Q3 		$332K Buy
+4,115
New +$370K 0.07% 229
2022
Q2 		– Sell
-6,717
Closed -$745K – 365
2022
Q1 		$745K Buy
6,717
+4,556
+211% +$481K 0.17% 105
2021
Q4 		$235K Buy
+2,161
New +$250K 0.07% 209

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wedmont Private Capital's MDT Position: Q2 2026 in Review

Wedmont Private Capital reduced its Medtronic (MDT) stake by 19% in Q2 2026, selling an estimated $108K and leaving 5,701 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #566.

Wedmont Private Capital first reported a position in MDT in Q4 2021 and has held it in 18 quarters since. The position peaked at $802K in Q4 2025. 375 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Wedmont Private Capital held 5,701 shares of Medtronic worth $478K as of Q2 2026.
  • Wedmont Private Capital sold 1,336 Medtronic shares in Q2 2026, an estimated $108K.
  • Medtronic made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #566 holding.
  • Wedmont Private Capital first reported a position in Medtronic in Q4 2021 and has held it in 18 quarters since.
  • Wedmont Private Capital's Medtronic position peaked at $802K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.