BCS Private Wealth Management’s Medtronic MDT Stock Holding History

BCS Private 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	$590K	Sell	7,480 -8,204	-52%	-$662K	0.18%	88
2026 Q1	$1.37M	Buy	15,684 +7,404	+89%	+$709K	0.42%	53
2025 Q4	$801K	Hold	8,280	–	–	0.27%	67
2025 Q3	$794K	Buy	8,280 +240	+3%	+$22.1K	0.28%	66
2025 Q2	$707K	Buy	+8,040	New	+$682K	0.27%	68

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

BCS Private Wealth Management's MDT Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Medtronic (MDT) stake by 52% in Q2 2026, selling an estimated $662K and leaving 7,480 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #88.

BCS Private Wealth Management first reported a position in MDT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q1 2026. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

BCS Private Wealth Management held 7,480 shares of Medtronic worth $590K as of Q2 2026.
BCS Private Wealth Management sold 8,204 Medtronic shares in Q2 2026, an estimated $662K.
Medtronic made up 0.18% of BCS Private Wealth Management's portfolio in Q2 2026, its #88 holding.
BCS Private Wealth Management first reported a position in Medtronic in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's Medtronic position peaked at $1.37M in Q1 2026.
2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

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