49 Wealth Management’s Medtronic MDT Stock Holding History

49 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 Q1	$297K	Buy	3,431 +296	+9%	+$28.4K	0.02%	149
2025 Q4	$301K	Sell	3,135 -134	-4%	-$13K	0.02%	151
2025 Q3	$311K	Sell	3,269 -97	-3%	-$8.92K	0.03%	146
2025 Q2	$293K	Buy	3,366 +47	+1%	+$3.99K	0.03%	137
2025 Q1	$298K	Buy	3,319 +43	+1%	+$3.85K	0.04%	138
2024 Q4	$262K	Sell	3,276 -719	-18%	-$62.2K	0.04%	136
2024 Q3	$360K	Sell	3,995 -1,215	-23%	-$102K	0.06%	106
2024 Q2	$402K	Sell	5,210 -99	-2%	-$8.12K	0.08%	94
2024 Q1	$462K	Buy	5,309 +160	+3%	+$13.7K	0.1%	59
2023 Q4	$424K	Buy	+5,149	New	+$392K	0.11%	60

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

49 Wealth Management's MDT Position: Q1 2026 in Review

49 Wealth Management increased its Medtronic (MDT) stake by 9.4% in Q1 2026, buying an estimated $28.4K and bringing the position to 3,431 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #149.

49 Wealth Management first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $462K in Q1 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

49 Wealth Management held 3,431 shares of Medtronic worth $297K as of Q1 2026.
49 Wealth Management bought 296 Medtronic shares in Q1 2026, an estimated $28.4K.
Medtronic made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #149 holding.
49 Wealth Management first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
49 Wealth Management's Medtronic position peaked at $462K in Q1 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.