Abacus Wealth Partners’s Medtronic MDT Stock Holding History

Abacus Wealth Partners’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	-5,594	Closed	-$485K	–	432
2026 Q1	$485K	Buy	5,594 +328	+6%	+$31.4K	0.04%	225
2025 Q4	$506K	Buy	+5,266	New	+$512K	0.05%	217
2023 Q4	–	Sell	-4,269	Closed	-$335K	–	77
2023 Q3	$335K	Sell	4,269 -27	-0.6%	-$2.26K	0.1%	54
2023 Q2	$378K	Sell	4,296 -14	-0.3%	-$1.21K	0.11%	53
2023 Q1	$388K	Buy	+4,310	New	+$351K	0.13%	51
2022 Q2	–	Sell	-2,154	Closed	-$239K	–	88
2022 Q1	$239K	Hold	2,154	–	–	0.11%	71
2021 Q4	$223K	Sell	2,154 -73	-3%	-$8.45K	0.08%	106
2021 Q3	$279K	Hold	2,227	–	–	0.1%	80
2021 Q2	$276K	Buy	2,227 +73	+3%	+$9.17K	0.11%	80
2021 Q1	$254K	Sell	2,154 -4	-0.2%	-$469	0.18%	83
2020 Q4	$253K	Buy	+2,158	New	+$238K	0.22%	70

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

Abacus Wealth Partners's MDT Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Medtronic (MDT) in Q2 2026, closing a stake of 5,594 shares — an estimated $485K sold.

Abacus Wealth Partners first reported a position in MDT in Q4 2020 and held it in 11 quarters. The position peaked at $506K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Abacus Wealth Partners reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Abacus Wealth Partners sold 5,594 Medtronic shares in Q2 2026, an estimated $485K.
Abacus Wealth Partners first reported a position in Medtronic in Q4 2020 and held it in 11 quarters.
Abacus Wealth Partners's Medtronic position peaked at $506K in Q4 2025.
2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.