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 Q2	$277K	Sell	3,505 -2,538	-42%	-$205K	0.01%	400
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Angeles Wealth Management's MDT Position: Q2 2026 in Review

Angeles Wealth Management reduced its Medtronic (MDT) stake by 42% in Q2 2026, selling an estimated $205K and leaving 3,505 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #400.

Angeles Wealth Management first reported a position in MDT in Q3 2022 and has held it in 11 quarters since. The position peaked at $531K in Q4 2025. 2,135 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Angeles Wealth Management held 3,505 shares of Medtronic worth $277K as of Q2 2026.
Angeles Wealth Management sold 2,538 Medtronic shares in Q2 2026, an estimated $205K.
Medtronic made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #400 holding.
Angeles Wealth Management first reported a position in Medtronic in Q3 2022 and has held it in 11 quarters since.
Angeles Wealth Management's Medtronic position peaked at $531K in Q4 2025.
2,135 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.