AWM
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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
Q2 		$1.14M Sell
14,622
-336
-2% -$27.1K 0.06% 211
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Aprio Wealth Management reduced its Medtronic (MDT) stake by 2.2% in Q2 2026, selling an estimated $27.1K and leaving 14,622 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #211.

Aprio Wealth Management first reported a position in MDT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2025. 2,140 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Aprio Wealth Management held 14,622 shares of Medtronic worth $1.14M as of Q2 2026.
  • Aprio Wealth Management sold 336 Medtronic shares in Q2 2026, an estimated $27.1K.
  • Medtronic made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Aprio Wealth Management first reported a position in Medtronic in Q1 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Medtronic position peaked at $1.6M in Q4 2025.
  • 2,140 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.