4WM
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44 Wealth Management’s Medtronic MDT Stock Holding History

44 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 		$2.75M Sell
35,205
-10,532
-23% -$850K 0.91% 27
2026
Q1 		$3.96M Buy
45,737
+26
+0.1% +$2.49K 1.39% 9
2025
Q4 		$4.39M Buy
45,711
+148
+0.3% +$14.4K 1.47% 6
2025
Q3 		$4.34M Sell
45,563
-5,044
-10% -$464K 1.47% 5
2025
Q2 		$4.41M Buy
50,607
+3,102
+7% +$263K 1.56% 5
2025
Q1 		$4.27M Buy
47,505
+353
+0.7% +$31.6K 1.6% 6
2024
Q4 		$3.77M Sell
47,152
-2,886
-6% -$250K 1.45% 6
2024
Q3 		$4.62M Buy
+50,038
New +$4.21M 1.62% 5
2023
Q2 		$4.09M Buy
46,406
+23,860
+106% +$2.05M 1.4% 16
2023
Q1 		$1.82M Buy
22,546
+512
+2% +$41.7K 0.62% 43
2022
Q4 		$1.71M Buy
22,034
+4,345
+25% +$352K 0.59% 47
2022
Q3 		$1.43M Buy
17,689
+5,241
+42% +$471K 0.59% 49
2022
Q2 		$1.12M Buy
+12,448
New +$1.26M 0.43% 65
2022
Q1 		– Sell
-6,748
Closed -$698K – 180
2021
Q4 		$698K Sell
6,748
-86
-1% -$9.96K 0.24% 90
2021
Q3 		$857K Sell
6,834
-68
-1% -$8.8K 0.33% 76
2021
Q2 		$857K Sell
6,902
-542
-7% -$68.1K 0.33% 75
2021
Q1 		$879K Sell
7,444
-4,624
-38% -$542K 0.37% 66
2020
Q4 		$1.41M Buy
+12,068
New +$1.33M 0.64% 37

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

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

44 Wealth Management reduced its Medtronic (MDT) stake by 23% in Q2 2026, selling an estimated $850K and leaving 35,205 shares worth $2.75M. The position accounts for 0.91% of the portfolio, ranked #27.

44 Wealth Management first reported a position in MDT in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.62M in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • 44 Wealth Management held 35,205 shares of Medtronic worth $2.75M as of Q2 2026.
  • 44 Wealth Management sold 10,532 Medtronic shares in Q2 2026, an estimated $850K.
  • Medtronic made up 0.91% of 44 Wealth Management's portfolio in Q2 2026, its #27 holding.
  • 44 Wealth Management first reported a position in Medtronic in Q4 2020 and has held it in 18 quarters since.
  • 44 Wealth Management's Medtronic position peaked at $4.62M in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.