WMA
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West Michigan Advisors’s Medtronic MDT Stock Holding History

West Michigan 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 		$705K Hold
8,074
– – 0.16% 152
2026
Q1 		$705K Sell
8,074
-142
-2% -$13.6K 0.16% 152
2025
Q4 		$795K Buy
8,216
+315
+4% +$30.6K 0.18% 120
2025
Q3 		$758K Sell
7,901
-413
-5% -$38K 0.18% 115
2025
Q2 		$730K Buy
8,314
+599
+8% +$50.8K 0.21% 88
2025
Q1 		$699K Sell
7,715
-574
-7% -$51.4K 0.23% 76
2024
Q4 		$668K Sell
8,289
-103
-1% -$8.92K 0.2% 83
2024
Q3 		$761K Sell
8,392
-111
-1% -$9.34K 0.23% 80
2024
Q2 		$675K Sell
8,503
-21,770
-72% -$1.78M 0.21% 77
2024
Q1 		$2.64M Buy
30,273
+1,306
+5% +$111K 0.86% 30
2023
Q4 		$2.39M Buy
28,967
+6,135
+27% +$468K 0.9% 29
2023
Q3 		$1.79M Buy
22,832
+574
+3% +$48.1K 0.96% 32
2023
Q2 		$1.96M Buy
22,258
+5,722
+35% +$493K 0.78% 33
2023
Q1 		$1.33M Buy
16,536
+6,805
+70% +$555K 0.76% 35
2022
Q4 		$756K Buy
9,731
+113
+1% +$9.16K 0.55% 41
2022
Q3 		$777K Buy
9,618
+292
+3% +$26.2K 0.68% 37
2022
Q2 		$837K Buy
9,326
+911
+11% +$92.3K 0.72% 37
2022
Q1 		$934K Buy
8,415
+1,720
+26% +$182K 0.63% 36
2021
Q4 		$693K Buy
+6,695
New +$775K 0.52% 43

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

West Michigan Advisors's MDT Position: Q2 2026 in Review

West Michigan Advisors held its Medtronic (MDT) position steady in Q2 2026 at 8,074 shares worth $705K. The position accounts for 0.16% of the portfolio, ranked #152.

West Michigan Advisors first reported a position in MDT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2024. 673 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • West Michigan Advisors held 8,074 shares of Medtronic worth $705K as of Q2 2026.
  • West Michigan Advisors left its Medtronic share count unchanged in Q2 2026.
  • Medtronic made up 0.16% of West Michigan Advisors's portfolio in Q2 2026, its #152 holding.
  • West Michigan Advisors first reported a position in Medtronic in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Medtronic position peaked at $2.64M in Q1 2024.
  • 673 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.