AWM
MDT icon

Aprio Wealth Management’s Medtronic MDT Stock Holding History

Aprio 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 		$1.3M Sell
14,958
-1,681
-10% -$161K 0.07% 158
2025
Q4 		$1.6M Buy
16,639
+12,871
+342% +$1.25M 0.09% 142
2025
Q3 		$359K Buy
+3,768
New +$346K 0.04% 287
2025
Q2 		– Sell
-3,300
Closed -$297K – 423
2025
Q1 		$297K Buy
+3,300
New +$295K 0.04% 270

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 $298B AUM 21.96% 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

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

Aprio Wealth Management reduced its Medtronic (MDT) stake by 10% in Q1 2026, selling an estimated $161K and leaving 14,958 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #158.

Aprio Wealth Management first reported a position in MDT in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Aprio Wealth Management held 14,958 shares of Medtronic worth $1.3M as of Q1 2026.
  • Aprio Wealth Management sold 1,681 Medtronic shares in Q1 2026, an estimated $161K.
  • Medtronic made up 0.07% of Aprio Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Aprio Wealth Management first reported a position in Medtronic in Q1 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Medtronic position peaked at $1.6M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.