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Avion Wealth’s Medtronic MDT Stock Holding History

Avion Wealth’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 		$14K Sell
183
-9
-5% -$726 ﹤0.01% 487
2026
Q1 		$16K Sell
192
-27
-12% -$2.59K ﹤0.01% 383
2025
Q4 		$21K Sell
219
-13
-6% -$1.26K ﹤0.01% 335
2025
Q3 		$22K Buy
232
+46
+25% +$4.23K ﹤0.01% 324
2025
Q2 		$16K Buy
186
+68
+58% +$5.77K ﹤0.01% 363
2025
Q1 		$9K Hold
118
– – ﹤0.01% 418
2024
Q4 		$9K Sell
118
-7
-6% -$606 ﹤0.01% 417
2024
Q3 		$11K Buy
125
+1
+0.8% +$84 ﹤0.01% 358
2024
Q2 		$9K Buy
124
+49
+65% +$4.02K ﹤0.01% 356
2024
Q1 		$7K Sell
75
-97
-56% -$8.28K ﹤0.01% 393
2023
Q4 		$14K Buy
172
+62
+56% +$4.72K ﹤0.01% 244
2023
Q3 		$8K Buy
110
+62
+129% +$5.19K ﹤0.01% 295
2023
Q2 		$4K Buy
48
+17
+55% +$1.46K ﹤0.01% 386
2023
Q1 		$2K Buy
+31
New +$2.53K ﹤0.01% 387

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

Avion Wealth's MDT Position: Q2 2026 in Review

Avion Wealth reduced its Medtronic (MDT) stake by 4.7% in Q2 2026, selling an estimated $726 and leaving 183 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Avion Wealth first reported a position in MDT in Q1 2023 and has held it in 14 quarters since. The position peaked at $22K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Avion Wealth held 183 shares of Medtronic worth $14K as of Q2 2026.
  • Avion Wealth sold 9 Medtronic shares in Q2 2026, an estimated $726.
  • Medtronic made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #487 holding.
  • Avion Wealth first reported a position in Medtronic in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Medtronic position peaked at $22K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.