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Baker Tilly Wealth Management’s Medtronic MDT Stock Holding History

Baker Tilly Wealth Management’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 		– Sell
-3,115
Closed -$270K – 301
2026
Q1 		$270K Sell
3,115
-106
-3% -$10.2K 0.07% 225
2025
Q4 		$309K Buy
3,221
+102
+3% +$9.91K 0.08% 216
2025
Q3 		$297K Buy
3,119
+366
+13% +$33.6K 0.07% 220
2025
Q2 		$240K Buy
2,753
+13
+0.5% +$1.1K 0.09% 210
2025
Q1 		$246K Sell
2,740
-181
-6% -$16.2K 0.1% 208
2024
Q4 		$233K Sell
2,921
-732
-20% -$63.4K 0.09% 215
2024
Q3 		$329K Sell
3,653
-4,268
-54% -$359K 0.15% 169
2024
Q2 		$623K Sell
7,921
-26,297
-77% -$2.16M 0.26% 96
2024
Q1 		$2.98M Buy
34,218
+1,799
+6% +$154K 0.54% 39
2023
Q4 		$2.67M Sell
32,419
-3,268
-9% -$249K 0.44% 45
2023
Q3 		$2.8M Sell
35,687
-525
-1% -$43.9K 0.46% 44
2023
Q2 		$3.19M Buy
36,212
+5,011
+16% +$431K 0.33% 67
2023
Q1 		$2.52M Buy
31,201
+12,480
+67% +$1.02M 0.28% 75
2022
Q4 		$1.45M Sell
18,721
-4,781
-20% -$387K 0.18% 132
2022
Q3 		$1.9M Buy
23,502
+759
+3% +$68.2K 0.26% 86
2022
Q2 		$2.04M Sell
22,743
-31
-0.1% -$3.14K 0.27% 81
2022
Q1 		$2.53M Buy
22,774
+4,725
+26% +$499K 0.28% 76
2021
Q4 		$1.87M Buy
18,049
+497
+3% +$57.6K 0.2% 98
2021
Q3 		$2.2M Buy
17,552
+1,643
+10% +$213K 0.29% 67
2021
Q2 		$1.98M Sell
15,909
-640
-4% -$80.4K 0.32% 72
2021
Q1 		$1.96M Buy
16,549
+6,149
+59% +$721K 0.4% 61
2020
Q4 		$1.22M Buy
+10,400
New +$1.14M 0.38% 61

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

Baker Tilly Wealth Management's MDT Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 3,115 shares — an estimated $270K sold.

Baker Tilly Wealth Management first reported a position in MDT in Q4 2020 and held it in 22 quarters. The position peaked at $3.19M in Q2 2023. 2,141 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,115 Medtronic shares in Q2 2026, an estimated $270K.
  • Baker Tilly Wealth Management first reported a position in Medtronic in Q4 2020 and held it in 22 quarters.
  • Baker Tilly Wealth Management's Medtronic position peaked at $3.19M in Q2 2023.
  • 2,141 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.