Baron Wealth Management’s Medtronic MDT Stock Holding History

Baron 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	-2,401	Closed	-$208K	–	318
2026 Q1	$208K	Sell	2,401 -1,931	-45%	-$185K	0.06%	260
2025 Q4	$416K	Buy	4,332 +1,258	+41%	+$122K	0.13%	123
2025 Q3	$293K	Buy	+3,074	New	+$283K	0.1%	160
2025 Q2	–	Sell	-3,532	Closed	-$317K	–	258
2025 Q1	$317K	Buy	+3,532	New	+$316K	0.14%	122
2023 Q3	–	Sell	-2,545	Closed	-$224K	–	150
2023 Q2	$224K	Buy	2,545 +21	+0.8%	+$1.81K	0.14%	123
2023 Q1	$203K	Buy	+2,524	New	+$206K	0.14%	129

Other funds holding MDT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Baron Wealth Management's MDT Position: Q2 2026 in Review

Baron Wealth Management sold out of Medtronic (MDT) in Q2 2026, closing a stake of 2,401 shares — an estimated $208K sold.

Baron Wealth Management first reported a position in MDT in Q1 2023 and held it in 6 quarters. The position peaked at $416K in Q4 2025. 606 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Baron Wealth Management reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
Baron Wealth Management sold 2,401 Medtronic shares in Q2 2026, an estimated $208K.
Baron Wealth Management first reported a position in Medtronic in Q1 2023 and held it in 6 quarters.
Baron Wealth Management's Medtronic position peaked at $416K in Q4 2025.
606 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.