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Advus Financial Partners, LLC’s Medtronic MDT Stock Holding History

Advus Financial Partners, LLC’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 		$228K Sell
2,917
-1,713
-37% -$138K 0.05% 240
2026
Q1 		$401K Sell
4,630
-245
-5% -$23.5K 0.1% 145
2025
Q4 		$468K Sell
4,875
-1,450
-23% -$141K 0.11% 127
2025
Q3 		$602K Buy
6,325
+321
+5% +$29.5K 0.14% 107
2025
Q2 		$523K Sell
6,004
-628
-9% -$53.3K 0.13% 112
2025
Q1 		$596K Buy
6,632
+1,385
+26% +$124K 0.17% 93
2024
Q4 		$419K Buy
5,247
+2,014
+62% +$174K 0.12% 119
2024
Q3 		$291K Sell
3,233
-152
-4% -$12.8K 0.08% 163
2024
Q2 		$266K Buy
3,385
+319
+10% +$26.2K 0.08% 159
2024
Q1 		$267K Buy
3,066
+307
+11% +$26.2K 0.08% 159
2023
Q4 		$227K Sell
2,759
-1,090
-28% -$83.1K 0.08% 164
2023
Q3 		$302K Buy
3,849
+748
+24% +$62.6K 0.12% 104
2023
Q2 		$273K Buy
3,101
+159
+5% +$13.7K 0.11% 119
2023
Q1 		$237K Buy
2,942
+338
+13% +$27.5K 0.1% 122
2022
Q4 		$202K Sell
2,604
-734
-22% -$59.5K 0.09% 145
2022
Q3 		$270K Buy
3,338
+757
+29% +$68K 0.14% 95
2022
Q2 		$232K Sell
2,581
-549
-18% -$55.6K 0.12% 113
2022
Q1 		$347K Buy
+3,130
New +$331K 0.18% 79
2021
Q3 		$314K Buy
+3,039
New +$393K 0.17% 69

Other funds holding MDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Advus Financial Partners, LLC's MDT Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Medtronic (MDT) stake by 37% in Q2 2026, selling an estimated $138K and leaving 2,917 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #240.

Advus Financial Partners, LLC first reported a position in MDT in Q3 2021 and has held it in 19 quarters since. The position peaked at $602K in Q3 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Advus Financial Partners, LLC held 2,917 shares of Medtronic worth $228K as of Q2 2026.
  • Advus Financial Partners, LLC sold 1,713 Medtronic shares in Q2 2026, an estimated $138K.
  • Medtronic made up 0.05% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #240 holding.
  • Advus Financial Partners, LLC first reported a position in Medtronic in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Medtronic position peaked at $602K in Q3 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.