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Alliance Private Wealth’s Medtronic MDT Stock Holding History

Alliance Private Wealth’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 		$625K Sell
7,989
-480
-6% -$38.7K 0.22% 73
2026
Q1 		$734K Buy
8,469
+399
+5% +$38.2K 0.26% 68
2025
Q4 		$833K Buy
+8,070
New +$784K 0.29% 66

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

Alliance Private Wealth's MDT Position: Q2 2026 in Review

Alliance Private Wealth reduced its Medtronic (MDT) stake by 5.7% in Q2 2026, selling an estimated $38.7K and leaving 7,989 shares worth $625K. The position accounts for 0.22% of the portfolio, ranked #73.

Alliance Private Wealth first reported a position in MDT in Q4 2025 and has held it in 3 quarters since. The position peaked at $833K in Q4 2025. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Alliance Private Wealth held 7,989 shares of Medtronic worth $625K as of Q2 2026.
  • Alliance Private Wealth sold 480 Medtronic shares in Q2 2026, an estimated $38.7K.
  • Medtronic made up 0.22% of Alliance Private Wealth's portfolio in Q2 2026, its #73 holding.
  • Alliance Private Wealth first reported a position in Medtronic in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Medtronic position peaked at $833K in Q4 2025.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.