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Bennett Associates Wealth Management’s Medtronic MDT Stock Holding History

Bennett Associates 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 		$261K Sell
3,342
-190
-5% -$15.3K 0.16% 49
2026
Q1 		$306K Sell
3,532
-12
-0.3% -$1.15K 0.21% 46
2025
Q4 		$340K Sell
3,544
-223
-6% -$21.7K 0.24% 41
2025
Q3 		$359K Buy
3,767
+379
+11% +$34.8K 0.26% 37
2025
Q2 		$295K Buy
+3,388
New +$287K 0.23% 43
2025
Q1 		– Sell
-3,959
Closed -$316K – 47
2024
Q4 		$316K Sell
3,959
-256
-6% -$22.2K 0.26% 39
2024
Q3 		$379K Buy
4,215
+205
+5% +$17.2K 0.31% 33
2024
Q2 		$316K Sell
4,010
-36
-0.9% -$2.95K 0.28% 35
2024
Q1 		$353K Sell
4,046
-537
-12% -$45.8K 0.32% 34
2023
Q4 		$378K Buy
+4,583
New +$349K 0.37% 34

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

Bennett Associates Wealth Management's MDT Position: Q2 2026 in Review

Bennett Associates Wealth Management reduced its Medtronic (MDT) stake by 5.4% in Q2 2026, selling an estimated $15.3K and leaving 3,342 shares worth $261K. The position accounts for 0.16% of the portfolio, ranked #49.

Bennett Associates Wealth Management first reported a position in MDT in Q4 2023 and has held it in 10 quarters since. The position peaked at $379K in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Bennett Associates Wealth Management held 3,342 shares of Medtronic worth $261K as of Q2 2026.
  • Bennett Associates Wealth Management sold 190 Medtronic shares in Q2 2026, an estimated $15.3K.
  • Medtronic made up 0.16% of Bennett Associates Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Bennett Associates Wealth Management first reported a position in Medtronic in Q4 2023 and has held it in 10 quarters since.
  • Bennett Associates Wealth Management's Medtronic position peaked at $379K in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.