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West Paces Advisors’s Medtronic MDT Stock Holding History

West Paces 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 		$4.07K Buy
+52
New +$4.2K ﹤0.01% 482
2025
Q2 		– Sell
-10
Closed -$899 – 415
2025
Q1 		$899 Hold
10
– – ﹤0.01% 499
2024
Q4 		$799 Hold
10
– – ﹤0.01% 501
2024
Q3 		$900 Hold
10
– – ﹤0.01% 480
2024
Q2 		$787 Hold
10
– – ﹤0.01% 508
2024
Q1 		$872 Sell
10
-519
-98% -$44.3K ﹤0.01% 513
2023
Q4 		$43.6K Sell
529
-3,959
-88% -$302K 0.01% 238
2023
Q3 		$352K Sell
4,488
-1,086
-19% -$90.9K 0.11% 92
2023
Q2 		$491K Sell
5,574
-1,136
-17% -$97.8K 0.14% 78
2023
Q1 		$541K Sell
6,710
-466
-6% -$38K 0.17% 76
2022
Q4 		$558K Buy
7,176
+89
+1% +$7.21K 0.18% 77
2022
Q3 		$572K Buy
7,087
+61
+0.9% +$5.48K 0.2% 72
2022
Q2 		$631K Sell
7,026
-3
-0% -$304 0.21% 68
2022
Q1 		$780K Buy
7,029
+403
+6% +$42.6K 0.24% 65
2021
Q4 		$685K Sell
6,626
-64
-1% -$7.41K 0.21% 68
2021
Q3 		$839K Buy
6,690
+57
+0.9% +$7.38K 0.29% 56
2021
Q2 		$823K Sell
6,633
-323
-5% -$40.6K 0.3% 55
2021
Q1 		$822K Buy
6,956
+107
+2% +$12.5K 0.33% 57
2020
Q4 		$802K Buy
6,849
+23
+0.3% +$2.53K 0.36% 56
2020
Q3 		$709K Buy
6,826
+260
+4% +$26.1K 0.36% 58
2020
Q2 		$602K Sell
6,566
-64
-1% -$6.14K 0.33% 63
2020
Q1 		$598K Sell
6,630
-798
-11% -$84.9K 0.38% 52
2019
Q4 		$843K Sell
7,428
-171
-2% -$18.8K 0.46% 47
2019
Q3 		$825K Hold
7,599
– – 0.49% 46
2019
Q2 		$740K Sell
7,599
-234
-3% -$21.4K 0.46% 46
2019
Q1 		$713K Buy
7,833
+137
+2% +$12.3K 0.5% 44
2018
Q4 		$700K Sell
7,696
-52
-0.7% -$4.86K 0.54% 48
2018
Q3 		$762K Sell
7,748
-83
-1% -$7.67K 0.55% 43
2018
Q2 		$670K Buy
7,831
+60
+0.8% +$5.01K 0.5% 51
2018
Q1 		$623K Buy
7,771
+1,055
+16% +$87K 0.46% 50
2017
Q4 		$542K Sell
6,716
-112
-2% -$8.97K 0.4% 63
2017
Q3 		$531K Sell
6,828
-836
-11% -$69.4K 0.4% 56
2017
Q2 		$680K Buy
7,664
+1,705
+29% +$144K 0.54% 41
2017
Q1 		$480K Buy
5,959
+786
+15% +$61.4K 0.38% 62
2016
Q4 		$368K Buy
+5,173
New +$406K 0.34% 72

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
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
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
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

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

West Paces Advisors opened a new position in Medtronic (MDT) in Q2 2026: 52 shares worth $4.07K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in MDT as recently as Q1 2025.

West Paces Advisors first reported a position in MDT in Q4 2016 and has held it in 35 quarters since. The position peaked at $843K in Q4 2019. 546 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • West Paces Advisors held 52 shares of Medtronic worth $4.07K as of Q2 2026.
  • Medtronic was a new West Paces Advisors position in Q2 2026.
  • Medtronic made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #482 holding.
  • West Paces Advisors first reported a position in Medtronic in Q4 2016 and has held it in 35 quarters since.
  • West Paces Advisors's Medtronic position peaked at $843K in Q4 2019.
  • 546 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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