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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCS Private Wealth Management's MDT Position: Q1 2026 in Review

BCS Private Wealth Management increased its Medtronic (MDT) stake by 89% in Q1 2026, buying an estimated $709K and bringing the position to 15,684 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #53.

BCS Private Wealth Management first reported a position in MDT in Q2 2025 and has held it in 4 quarters since. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

BCS Private Wealth Management held 15,684 shares of Medtronic worth $1.37M as of Q1 2026.
BCS Private Wealth Management bought 7,404 Medtronic shares in Q1 2026, an estimated $709K.
Medtronic made up 0.42% of BCS Private Wealth Management's portfolio in Q1 2026, its #53 holding.
BCS Private Wealth Management first reported a position in Medtronic in Q2 2025 and has held it in 4 quarters since.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.