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Aegis Wealth Management (Maryland)’s Medtronic MDT Stock Holding History

Aegis Wealth Management (Maryland)’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 		$462K Sell
5,907
-99
-2% -$7.99K 0.22% 90
2026
Q1 		$520K Sell
6,006
-422
-7% -$40.4K 0.3% 62
2025
Q4 		$617K Sell
6,428
-230
-3% -$22.3K 0.35% 56
2025
Q3 		$634K Sell
6,658
-196
-3% -$18K 0.34% 56
2025
Q2 		$616K Hold
6,854
– – 0.37% 51
2025
Q1 		$616K Buy
6,854
+3,500
+104% +$313K 0.36% 54
2024
Q4 		$268K Buy
+3,354
New +$290K 0.18% 95

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

Aegis Wealth Management (Maryland)'s MDT Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Medtronic (MDT) stake by 1.6% in Q2 2026, selling an estimated $7.99K and leaving 5,907 shares worth $462K. The position accounts for 0.22% of the portfolio, ranked #90.

Aegis Wealth Management (Maryland) first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $634K in Q3 2025. 2,123 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 5,907 shares of Medtronic worth $462K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 99 Medtronic shares in Q2 2026, an estimated $7.99K.
  • Medtronic made up 0.22% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #90 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Medtronic position peaked at $634K in Q3 2025.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.