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Balboa Wealth Partners’s Medtronic MDT Stock Holding History

Balboa Wealth Partners’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 		$340K Buy
4,342
+325
+8% +$26.2K 0.05% 314
2026
Q1 		$348K Sell
4,017
-335
-8% -$32.1K 0.06% 271
2025
Q4 		$418K Buy
4,352
+1,986
+84% +$193K 0.07% 225
2025
Q3 		$225K Sell
2,366
-17
-0.7% -$1.56K 0.04% 333
2025
Q2 		$208K Sell
2,383
-39
-2% -$3.31K 0.04% 317
2025
Q1 		$218K Sell
2,422
-145
-6% -$13K 0.05% 253
2024
Q4 		$205K Sell
2,567
-88
-3% -$7.62K 0.05% 275
2024
Q3 		$239K Buy
+2,655
New +$223K 0.06% 233
2023
Q3 		– Sell
-2,399
Closed -$211K – 309
2023
Q2 		$211K Sell
2,399
-147
-6% -$12.7K 0.07% 221
2023
Q1 		$205K Buy
+2,546
New +$208K 0.08% 227

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

Balboa Wealth Partners's MDT Position: Q2 2026 in Review

Balboa Wealth Partners increased its Medtronic (MDT) stake by 8.1% in Q2 2026, buying an estimated $26.2K and bringing the position to 4,342 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #314.

Balboa Wealth Partners first reported a position in MDT in Q1 2023 and has held it in 10 quarters since. The position peaked at $418K in Q4 2025. 2,128 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Balboa Wealth Partners held 4,342 shares of Medtronic worth $340K as of Q2 2026.
  • Balboa Wealth Partners bought 325 Medtronic shares in Q2 2026, an estimated $26.2K.
  • Medtronic made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #314 holding.
  • Balboa Wealth Partners first reported a position in Medtronic in Q1 2023 and has held it in 10 quarters since.
  • Balboa Wealth Partners's Medtronic position peaked at $418K in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.