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Aaron Wealth Advisors’s Medtronic MDT Stock Holding History

Aaron Wealth Advisors’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 		$956K Sell
12,224
-1,957
-14% -$158K 0.05% 255
2026
Q1 		$1.23M Sell
14,181
-14,885
-51% -$1.43M 0.07% 191
2025
Q4 		$2.79M Buy
29,066
+4,195
+17% +$407K 0.15% 91
2025
Q3 		$2.37M Buy
24,871
+16,826
+209% +$1.55M 0.14% 88
2025
Q2 		$701K Buy
8,045
+302
+4% +$25.6K 0.07% 174
2025
Q1 		$696K Buy
7,743
+865
+13% +$77.4K 0.08% 161
2024
Q4 		$549K Buy
6,878
+305
+5% +$26.4K 0.06% 186
2024
Q3 		$592K Buy
6,573
+2,720
+71% +$229K 0.07% 172
2024
Q2 		$303K Buy
3,853
+1,123
+41% +$92.1K 0.04% 239
2024
Q1 		$238K Buy
+2,730
New +$233K 0.03% 260
2023
Q4 		– Sell
-2,716
Closed -$213K – 274
2023
Q3 		$213K Sell
2,716
-20,469
-88% -$1.71M 0.03% 240
2023
Q2 		$2.04M Buy
23,185
+145
+0.6% +$12.5K 0.27% 62
2023
Q1 		$1.86M Sell
23,040
-8,425
-27% -$687K 0.26% 63
2022
Q4 		$2.45M Sell
31,465
-400
-1% -$32.4K 0.36% 53
2022
Q3 		$2.57M Buy
31,865
+21,117
+196% +$1.9M 0.47% 44
2022
Q2 		$964K Sell
10,748
-262
-2% -$26.5K 0.24% 64
2022
Q1 		$1.22M Sell
11,010
-117
-1% -$12.4K 0.28% 53
2021
Q4 		$1.15M Buy
11,127
+191
+2% +$22.1K 0.32% 46
2021
Q3 		$1.37M Buy
10,936
+166
+2% +$21.5K 0.39% 37
2021
Q2 		$1.34M Buy
10,770
+231
+2% +$29K 0.44% 38
2021
Q1 		$1.24M Sell
10,539
-37
-0.3% -$4.34K 0.46% 39
2020
Q4 		$1.24M Buy
+10,576
New +$1.16M 0.45% 43

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

Aaron Wealth Advisors's MDT Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Medtronic (MDT) stake by 14% in Q2 2026, selling an estimated $158K and leaving 12,224 shares worth $956K. The position accounts for 0.05% of the portfolio, ranked #255.

Aaron Wealth Advisors first reported a position in MDT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.79M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Aaron Wealth Advisors held 12,224 shares of Medtronic worth $956K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,957 Medtronic shares in Q2 2026, an estimated $158K.
  • Medtronic made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • Aaron Wealth Advisors first reported a position in Medtronic in Q4 2020 and has held it in 22 quarters since.
  • Aaron Wealth Advisors's Medtronic position peaked at $2.79M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.