Worth Financial Advisory Group’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
$650K Buy
+8,314
New +$671K 0.27% 86
2026
Q1
Sell
-8,180
Closed -$786K 131
2025
Q4
$786K Buy
8,180
+343
+4% +$33.3K 0.38% 64
2025
Q3
$746K Buy
7,837
+33
+0.4% +$3.03K 0.42% 61
2025
Q2
$680K Buy
7,804
+83
+1% +$7.04K 0.42% 56
2025
Q1
$694K Buy
7,721
+4,521
+141% +$405K 0.44% 57
2024
Q4
$273K Buy
+3,200
New +$277K 0.17% 125
2024
Q2
Sell
-5,454
Closed -$475K 154
2024
Q1
$475K Buy
5,454
+29
+0.5% +$2.48K 0.33% 79
2023
Q4
$447K Buy
5,425
+335
+7% +$25.5K 0.36% 76
2023
Q3
$399K Buy
5,090
+788
+18% +$66K 0.36% 80
2023
Q2
$379K Buy
+4,302
New +$370K 0.35% 79

Other funds holding MDT

Worth Financial Advisory Group's MDT Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Medtronic (MDT) in Q2 2026: 8,314 shares worth $650K. The stake represents 0.27% of the portfolio and ranks #86 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in MDT as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in MDT in Q2 2023 and has held it in 10 quarters since. The position peaked at $786K in Q4 2025. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Worth Financial Advisory Group held 8,314 shares of Medtronic worth $650K as of Q2 2026.
  • Medtronic was a new Worth Financial Advisory Group position in Q2 2026.
  • Medtronic made up 0.27% of Worth Financial Advisory Group's portfolio in Q2 2026, its #86 holding.
  • Worth Financial Advisory Group first reported a position in Medtronic in Q2 2023 and has held it in 10 quarters since.
  • Worth Financial Advisory Group's Medtronic position peaked at $786K in Q4 2025.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.