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Xcel Wealth Management’s Medtronic MDT Stock Holding History

Xcel Wealth Management’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 		– Sell
-8,781
Closed -$761K – 143
2026
Q1 		$761K Sell
8,781
-514
-6% -$49.2K 0.21% 82
2025
Q4 		$893K Sell
9,295
-100
-1% -$9.71K 0.23% 76
2025
Q3 		$895K Sell
9,395
-365
-4% -$33.6K 0.23% 75
2025
Q2 		$851K Sell
9,760
-1,337
-12% -$113K 0.24% 71
2025
Q1 		$997K Sell
11,097
-179
-2% -$16K 0.31% 64
2024
Q4 		$901K Sell
11,276
-150
-1% -$13K 0.25% 64
2024
Q3 		$1.03M Sell
11,426
-190
-2% -$16K 0.3% 60
2024
Q2 		$914K Sell
11,616
-204
-2% -$16.7K 0.29% 63
2024
Q1 		$1.03M Buy
11,820
+140
+1% +$11.9K 0.32% 55
2023
Q4 		$962K Sell
11,680
-2,549
-18% -$194K 0.34% 55
2023
Q3 		$1.11M Sell
14,229
-3,702
-21% -$310K 0.44% 47
2023
Q2 		$1.58M Sell
17,931
-1,661
-8% -$143K 0.5% 52
2023
Q1 		$1.58M Sell
19,592
-173
-0.9% -$14.1K 0.56% 48
2022
Q4 		$1.54M Sell
19,765
-42,587
-68% -$3.45M 0.61% 45
2022
Q3 		$5.04M Sell
62,352
-13,087
-17% -$1.18M 1.87% 16
2022
Q2 		$6.77M Sell
75,439
-464
-0.6% -$47K 2.47% 10
2022
Q1 		$8.42M Buy
75,903
+4,765
+7% +$503K 2.31% 14
2021
Q4 		$7.36M Buy
71,138
+13,926
+24% +$1.61M 1.89% 17
2021
Q3 		$7.17M Sell
57,212
-13,380
-19% -$1.73M 2.08% 13
2021
Q2 		$8.76M Sell
70,592
-161
-0.2% -$20.2K 2.65% 10
2021
Q1 		$8.36M Buy
70,753
+810
+1% +$94.9K 2.98% 8
2020
Q4 		$8.19M Sell
69,943
-463
-0.7% -$51K 3.54% 4
2020
Q3 		$7.32M Buy
70,406
+1,320
+2% +$133K 3.76% 5
2020
Q2 		$6.33M Buy
+69,086
New +$6.62M 3.93% 5

Other funds holding MDT

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Xcel Wealth Management's MDT Position: Q2 2026 in Review

Xcel Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 8,781 shares — an estimated $761K sold.

Xcel Wealth Management first reported a position in MDT in Q2 2020 and held it in 24 quarters. The position peaked at $8.76M in Q2 2021. 858 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Xcel Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 8,781 Medtronic shares in Q2 2026, an estimated $761K.
  • Xcel Wealth Management first reported a position in Medtronic in Q2 2020 and held it in 24 quarters.
  • Xcel Wealth Management's Medtronic position peaked at $8.76M in Q2 2021.
  • 858 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.