1 North Wealth Services’s Medtronic MDT Stock Holding History

1 North Wealth Services’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	$12K	Buy	154 +126	+450%	+$10.2K	﹤0.01%	172
2026 Q1	$2.43K	Hold	28	–	–	﹤0.01%	236
2025 Q4	$2.69K	Hold	28	–	–	﹤0.01%	240
2025 Q3	$2.67K	Hold	28	–	–	﹤0.01%	220
2025 Q2	$2.44K	Hold	28	–	–	﹤0.01%	224
2025 Q1	$2.52K	Buy	+28	New	+$2.51K	﹤0.01%	224
2019 Q4	$16K	Hold	137	–	–	0.01%	164
2019 Q3	$15K	Buy	+137	New	+$14.3K	0.01%	132
2019 Q1	$12K	Buy	137 +26	+23%	+$2.33K	0.01%	135
2018 Q4	$10K	Buy	+111	New	+$10.4K	0.01%	146

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

1 North Wealth Services's MDT Position: Q2 2026 in Review

1 North Wealth Services increased its Medtronic (MDT) stake by 450% in Q2 2026, buying an estimated $10.2K and bringing the position to 154 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

1 North Wealth Services first reported a position in MDT in Q4 2018 and has held it in 10 quarters since. The position peaked at $16K in Q4 2019. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

1 North Wealth Services held 154 shares of Medtronic worth $12K as of Q2 2026.
1 North Wealth Services bought 126 Medtronic shares in Q2 2026, an estimated $10.2K.
Medtronic made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #172 holding.
1 North Wealth Services first reported a position in Medtronic in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Medtronic position peaked at $16K in Q4 2019.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.