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Wellspring Financial Advisors’s Medtronic MDT Stock Holding History

Wellspring Financial Advisors’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 		$202K Sell
2,579
-892
-26% -$72K 0.01% 267
2026
Q1 		$301K Buy
3,471
+181
+6% +$17.3K 0.02% 217
2025
Q4 		$316K Buy
+3,290
New +$320K 0.03% 196

Other funds holding MDT

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wellspring Financial Advisors's MDT Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Medtronic (MDT) stake by 26% in Q2 2026, selling an estimated $72K and leaving 2,579 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #267.

Wellspring Financial Advisors first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 674 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Wellspring Financial Advisors held 2,579 shares of Medtronic worth $202K as of Q2 2026.
  • Wellspring Financial Advisors sold 892 Medtronic shares in Q2 2026, an estimated $72K.
  • Medtronic made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #267 holding.
  • Wellspring Financial Advisors first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Wellspring Financial Advisors's Medtronic position peaked at $316K in Q4 2025.
  • 674 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.