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ARQ Wealth Advisors’s Medtronic MDT Stock Holding History

ARQ 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
Q2 		$482K Sell
5,883
-21,100
-78% -$1.7M 0.06% 155
2026
Q1 		$2.34M Buy
26,983
+22,316
+478% +$2.14M 0.42% 71
2025
Q4 		$448K Sell
4,667
-225
-5% -$21.9K 0.12% 97
2025
Q3 		$469K Buy
+4,892
New +$450K 0.14% 95

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

ARQ Wealth Advisors's MDT Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its Medtronic (MDT) stake by 78% in Q2 2026, selling an estimated $1.7M and leaving 5,883 shares worth $482K. The position accounts for 0.06% of the portfolio, ranked #155.

ARQ Wealth Advisors first reported a position in MDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.34M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • ARQ Wealth Advisors held 5,883 shares of Medtronic worth $482K as of Q2 2026.
  • ARQ Wealth Advisors sold 21,100 Medtronic shares in Q2 2026, an estimated $1.7M.
  • Medtronic made up 0.06% of ARQ Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • ARQ Wealth Advisors first reported a position in Medtronic in Q3 2025 and has held it in 4 quarters since.
  • ARQ Wealth Advisors's Medtronic position peaked at $2.34M in Q1 2026.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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