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 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 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

Bennett Associates Wealth Management's MDT Position: Q1 2026 in Review

Bennett Associates Wealth Management reduced its Medtronic (MDT) stake by 0.34% in Q1 2026, selling an estimated $1.15K and leaving 3,532 shares worth $306K. The position accounts for 0.21% of the portfolio, ranked #46.

Bennett Associates Wealth Management first reported a position in MDT in Q4 2023 and has held it in 9 quarters since. The position peaked at $379K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

Bennett Associates Wealth Management held 3,532 shares of Medtronic worth $306K as of Q1 2026.
Bennett Associates Wealth Management sold 12 Medtronic shares in Q1 2026, an estimated $1.15K.
Medtronic made up 0.21% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #46 holding.
Bennett Associates Wealth Management first reported a position in Medtronic in Q4 2023 and has held it in 9 quarters since.
Bennett Associates Wealth Management's Medtronic position peaked at $379K in Q3 2024.
2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

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