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Woodward Diversified Capital’s Medtronic MDT Stock Holding History

Woodward Diversified 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 		$431K Sell
5,510
-5
-0.1% -$403 0.19% 114
2026
Q1 		$475K Buy
5,515
+199
+4% +$19.1K 0.22% 105
2025
Q4 		$511K Buy
5,316
+163
+3% +$15.8K 0.23% 97
2025
Q3 		$491K Sell
5,153
-62
-1% -$5.7K 0.23% 105
2025
Q2 		$455K Buy
5,215
+2,268
+77% +$192K 0.23% 99
2025
Q1 		$265K Buy
2,947
+242
+9% +$21.7K 0.19% 109
2024
Q4 		$216K Sell
2,705
-2,086
-44% -$181K 0.16% 120
2024
Q3 		$431K Sell
4,791
-178
-4% -$15K 0.27% 100
2024
Q2 		$391K Buy
4,969
+102
+2% +$8.36K 0.23% 106
2024
Q1 		$424K Buy
4,867
+318
+7% +$27.1K 0.26% 98
2023
Q4 		$375K Sell
4,549
-175
-4% -$13.3K 0.24% 104
2023
Q3 		$370K Buy
4,724
+240
+5% +$20.1K 0.27% 92
2023
Q2 		$395K Sell
4,484
-167
-4% -$14.4K 0.3% 83
2023
Q1 		$375K Buy
4,651
+10
+0.2% +$815 0.29% 87
2022
Q4 		$361K Sell
4,641
-967
-17% -$78.4K 0.29% 89
2022
Q3 		$453K Sell
5,608
-155
-3% -$13.9K 0.37% 65
2022
Q2 		$517K Buy
5,763
+451
+8% +$45.7K 0.4% 63
2022
Q1 		$589K Buy
5,312
+887
+20% +$93.7K 0.39% 71
2021
Q4 		$458K Buy
4,425
+498
+13% +$57.7K 0.27% 94
2021
Q3 		$492K Buy
3,927
+147
+4% +$19K 0.31% 90
2021
Q2 		$469K Sell
3,780
-30
-0.8% -$3.77K 0.27% 95
2021
Q1 		$450K Sell
3,810
-361
-9% -$42.3K 0.26% 98
2020
Q4 		$489K Buy
+4,171
New +$459K 0.32% 74

Other funds holding MDT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Woodward Diversified Capital's MDT Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Medtronic (MDT) stake by 0.09% in Q2 2026, selling an estimated $403 and leaving 5,510 shares worth $431K. The position accounts for 0.19% of the portfolio, ranked #114.

Woodward Diversified Capital first reported a position in MDT in Q4 2020 and has held it in 23 quarters since. The position peaked at $589K in Q1 2022. 961 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Woodward Diversified Capital held 5,510 shares of Medtronic worth $431K as of Q2 2026.
  • Woodward Diversified Capital sold 5 Medtronic shares in Q2 2026, an estimated $403.
  • Medtronic made up 0.19% of Woodward Diversified Capital's portfolio in Q2 2026, its #114 holding.
  • Woodward Diversified Capital first reported a position in Medtronic in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's Medtronic position peaked at $589K in Q1 2022.
  • 961 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.