Amplius Wealth Advisors’s Medtronic MDT Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-2,253	Closed	-$216K	–	181
2025 Q4	$216K	Sell	2,253 -477	-17%	-$46.3K	0.02%	168
2025 Q3	$260K	Sell	2,730 -234	-8%	-$21.5K	0.02%	152
2025 Q2	$258K	Buy	+2,964	New	+$251K	0.02%	174
2022 Q3	–	Sell	-5,171	Closed	-$464K	–	170
2022 Q2	$464K	Sell	5,171 -1,785	-26%	-$181K	0.08%	96
2022 Q1	$771K	Buy	6,956 +3,316	+91%	+$350K	0.12%	73
2021 Q4	$376K	Buy	+3,640	New	+$422K	0.05%	132

Other funds holding MDT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amplius Wealth Advisors's MDT Position: Q1 2026 in Review

Amplius Wealth Advisors sold out of Medtronic (MDT) in Q1 2026, closing a stake of 2,253 shares — an estimated $216K sold.

Amplius Wealth Advisors first reported a position in MDT in Q4 2021 and held it in 6 quarters. The position peaked at $771K in Q1 2022. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Amplius Wealth Advisors reported no remaining Medtronic position as of Q1 2026 after selling out during the quarter.
Amplius Wealth Advisors sold 2,253 Medtronic shares in Q1 2026, an estimated $216K.
Amplius Wealth Advisors first reported a position in Medtronic in Q4 2021 and held it in 6 quarters.
Amplius Wealth Advisors's Medtronic position peaked at $771K in Q1 2022.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Amplius Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.