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Arkadios Wealth Advisors’s Medtronic MDT Stock Holding History

Arkadios 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
-9,700
Closed -$932K – 1755
2025
Q4 		$932K Hold
9,700
– – 0.02% 731
2025
Q3 		$924K Hold
9,700
– – 0.02% 674
2025
Q2 		$846K Buy
+9,700
New +$823K 0.02% 633

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

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

Arkadios Wealth Advisors increased its Medtronic (MDT) stake by 7.5% in Q1 2026, buying an estimated $798K and bringing the position to 119,305 shares worth $10.3M. The position accounts for 0.17% of the portfolio, ranked #136.

Arkadios Wealth Advisors first reported a position in MDT in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.7M in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Arkadios Wealth Advisors held 119,305 shares of Medtronic worth $10.3M as of Q1 2026.
  • Arkadios Wealth Advisors bought 8,335 Medtronic shares in Q1 2026, an estimated $798K.
  • Medtronic made up 0.17% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #136 holding.
  • Arkadios Wealth Advisors first reported a position in Medtronic in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Medtronic position peaked at $10.7M in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.