4WM
MDT icon

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
Q2 		– Sell
-3,431
Closed -$297K – 253
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
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

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

49 Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 3,431 shares — an estimated $297K sold.

49 Wealth Management first reported a position in MDT in Q4 2023 and held it in 10 quarters. The position peaked at $462K in Q1 2024. 2,137 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • 49 Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 3,431 Medtronic shares in Q2 2026, an estimated $297K.
  • 49 Wealth Management first reported a position in Medtronic in Q4 2023 and held it in 10 quarters.
  • 49 Wealth Management's Medtronic position peaked at $462K in Q1 2024.
  • 2,137 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.