Bay Harbor Wealth Management’s Medtronic MDT Stock Holding History

Bay Harbor 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	$10K	Buy	128 +18	+16%	+$1.45K	﹤0.01%	288
2026 Q1	$9.53K	Buy	110 +29	+36%	+$2.78K	﹤0.01%	229
2025 Q4	$7.84K	Buy	81 +27	+50%	+$2.62K	﹤0.01%	211
2025 Q3	$5.14K	Buy	54 +20	+59%	+$1.84K	﹤0.01%	200
2025 Q2	$2.99K	Buy	34 +11	+48%	+$933	﹤0.01%	244
2025 Q1	$2.08K	Buy	+23	New	+$2.06K	﹤0.01%	187
2020 Q3	–	Sell	-20	Closed	-$2K	–	397
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	290
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	268
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	291
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	304
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	301
2019 Q1	$2K	Buy	+20	New	+$1.79K	﹤0.01%	340

Other funds holding MDT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bay Harbor Wealth Management's MDT Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Medtronic (MDT) stake by 16% in Q2 2026, buying an estimated $1.45K and bringing the position to 128 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Bay Harbor Wealth Management first reported a position in MDT in Q1 2019 and has held it in 12 quarters since. 2,125 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

Bay Harbor Wealth Management held 128 shares of Medtronic worth $10K as of Q2 2026.
Bay Harbor Wealth Management bought 18 Medtronic shares in Q2 2026, an estimated $1.45K.
Medtronic made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #288 holding.
Bay Harbor Wealth Management first reported a position in Medtronic in Q1 2019 and has held it in 12 quarters since.
2,125 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.