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Allworth Financial’s Medtronic MDT Stock Holding History

Allworth Financial’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
2025
Q4 		– Hold
0
– -$19K – 5184
2025
Q3 		– Hold
0
– – – 2742

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's MDT Position: Q1 2026 in Review

Allworth Financial reduced its Medtronic (MDT) stake by 0.28% in Q1 2026, selling an estimated $23K and leaving 86,371 shares worth $7.48M. The position accounts for 0.03% of the portfolio, ranked #296.

Allworth Financial first reported a position in MDT in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.32M in Q4 2025. 2,232 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Allworth Financial held 86,371 shares of Medtronic worth $7.48M as of Q1 2026.
  • Allworth Financial sold 240 Medtronic shares in Q1 2026, an estimated $23K.
  • Medtronic made up 0.03% of Allworth Financial's portfolio in Q1 2026, its #296 holding.
  • Allworth Financial first reported a position in Medtronic in Q2 2013 and has held it in 52 quarters since.
  • Allworth Financial's Medtronic position peaked at $8.32M in Q4 2025.
  • 2,232 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.