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Allied Private Wealth’s Medtronic MDT Stock Holding History

Allied 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 		$37.2K Buy
+453
New +$36.5K 0.02% 285

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

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

Allied Private Wealth opened a new position in Medtronic (MDT) in Q2 2026: 453 shares worth $37.2K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings.

2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Allied Private Wealth held 453 shares of Medtronic worth $37.2K as of Q2 2026.
  • Medtronic was a new Allied Private Wealth position in Q2 2026.
  • Medtronic made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #285 holding.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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