Whipplewood Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.59K Sell
97
-710
-88% -$57.3K 0.01% 270
2026
Q1
$69.9K Buy
807
+497
+160% +$47.6K 0.04% 230
2025
Q4
$29.8K Buy
310
+10
+3% +$971 0.02% 231
2025
Q3
$28.6K Sell
300
-1,152
-79% -$106K 0.02% 228
2025
Q2
$127K Buy
1,452
+150
+12% +$12.7K 0.07% 209
2025
Q1
$139K Sell
1,302
-194
-13% -$17.4K 0.08% 188
2024
Q4
$120K Buy
+1,496
New +$130K 0.07% 214

Other funds holding MDT

Whipplewood Advisors's MDT Position: Q2 2026 in Review

Whipplewood Advisors reduced its Medtronic (MDT) stake by 88% in Q2 2026, selling an estimated $57.3K and leaving 97 shares worth $7.59K. The position accounts for 0.01% of the portfolio, ranked #270.

Whipplewood Advisors first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $139K in Q1 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Whipplewood Advisors held 97 shares of Medtronic worth $7.59K as of Q2 2026.
  • Whipplewood Advisors sold 710 Medtronic shares in Q2 2026, an estimated $57.3K.
  • Medtronic made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #270 holding.
  • Whipplewood Advisors first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Medtronic position peaked at $139K in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.