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Aspen Wealth Strategies’s Medtronic MDT Stock Holding History

Aspen Wealth Strategies’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 		$242K Sell
3,097
-113
-4% -$9.12K 0.12% 78
2026
Q1 		$278K Buy
3,210
+9
+0.3% +$862 0.15% 78
2025
Q4 		$307K Buy
3,201
+13
+0.4% +$1.26K 0.17% 70
2025
Q3 		$304K Buy
3,188
+291
+10% +$26.8K 0.17% 73
2025
Q2 		$253K Buy
2,897
+159
+6% +$13.5K 0.15% 75
2025
Q1 		$246K Sell
2,738
-47
-2% -$4.21K 0.16% 76
2024
Q4 		$222K Sell
2,785
-102
-4% -$8.83K 0.14% 77
2024
Q3 		$260K Buy
+2,887
New +$243K 0.17% 75

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

Aspen Wealth Strategies's MDT Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its Medtronic (MDT) stake by 3.5% in Q2 2026, selling an estimated $9.12K and leaving 3,097 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #78.

Aspen Wealth Strategies first reported a position in MDT in Q3 2024 and has held it in 8 quarters since. The position peaked at $307K in Q4 2025. 2,137 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Aspen Wealth Strategies held 3,097 shares of Medtronic worth $242K as of Q2 2026.
  • Aspen Wealth Strategies sold 113 Medtronic shares in Q2 2026, an estimated $9.12K.
  • Medtronic made up 0.12% of Aspen Wealth Strategies's portfolio in Q2 2026, its #78 holding.
  • Aspen Wealth Strategies first reported a position in Medtronic in Q3 2024 and has held it in 8 quarters since.
  • Aspen Wealth Strategies's Medtronic position peaked at $307K in Q4 2025.
  • 2,137 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.