Angeles Wealth Management’s Medtronic MDT Stock Holding History

Angeles Wealth Management’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	$528K	Buy	6,043 +553	+10%	+$53K	0.03%	220
2025 Q4	$531K	Buy	5,490 +1,455	+36%	+$141K	0.03%	199
2025 Q3	$384K	Buy	4,035 +65	+2%	+$5.97K	0.02%	220
2025 Q2	$346K	Buy	3,970 +661	+20%	+$56.1K	0.02%	233
2025 Q1	$297K	Buy	3,309 +224	+7%	+$20K	0.02%	212
2024 Q4	$246K	Buy	3,085 +822	+36%	+$71.2K	0.02%	253
2024 Q3	$204K	Buy	+2,263	New	+$190K	0.02%	258
2023 Q4	–	Sell	-2,888	Closed	-$226K	–	267
2023 Q3	$226K	Buy	2,888 +577	+25%	+$48.3K	0.03%	152
2023 Q2	$204K	Buy	+2,311	New	+$199K	0.03%	176
2022 Q4	–	Sell	-2,611	Closed	-$211K	–	220
2022 Q3	$211K	Buy	+2,611	New	+$235K	0.04%	156

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

Angeles Wealth Management's MDT Position: Q1 2026 in Review

Angeles Wealth Management increased its Medtronic (MDT) stake by 10% in Q1 2026, buying an estimated $53K and bringing the position to 6,043 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #220.

Angeles Wealth Management first reported a position in MDT in Q3 2022 and has held it in 10 quarters since. The position peaked at $531K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Angeles Wealth Management held 6,043 shares of Medtronic worth $528K as of Q1 2026.
Angeles Wealth Management bought 553 Medtronic shares in Q1 2026, an estimated $53K.
Medtronic made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #220 holding.
Angeles Wealth Management first reported a position in Medtronic in Q3 2022 and has held it in 10 quarters since.
Angeles Wealth Management's Medtronic position peaked at $531K in Q4 2025.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.