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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
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 $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

Aspen Wealth Strategies's MDT Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Medtronic (MDT) stake by 0.28% in Q1 2026, buying an estimated $862 and bringing the position to 3,210 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #78.

Aspen Wealth Strategies first reported a position in MDT in Q3 2024 and has held it in 7 quarters since. The position peaked at $307K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Aspen Wealth Strategies held 3,210 shares of Medtronic worth $278K as of Q1 2026.
  • Aspen Wealth Strategies bought 9 Medtronic shares in Q1 2026, an estimated $862.
  • Medtronic made up 0.15% of Aspen Wealth Strategies's portfolio in Q1 2026, its #78 holding.
  • Aspen Wealth Strategies first reported a position in Medtronic in Q3 2024 and has held it in 7 quarters since.
  • Aspen Wealth Strategies's Medtronic position peaked at $307K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.