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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
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 $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

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

ARQ Wealth Advisors increased its Medtronic (MDT) stake by 478% in Q1 2026, buying an estimated $2.14M and bringing the position to 26,983 shares worth $2.34M. The position accounts for 0.42% of the portfolio, ranked #71.

ARQ Wealth Advisors first reported a position in MDT in Q3 2025 and has held it in 3 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • ARQ Wealth Advisors held 26,983 shares of Medtronic worth $2.34M as of Q1 2026.
  • ARQ Wealth Advisors bought 22,316 Medtronic shares in Q1 2026, an estimated $2.14M.
  • Medtronic made up 0.42% of ARQ Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • ARQ Wealth Advisors first reported a position in Medtronic in Q3 2025 and has held it in 3 quarters since.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.