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Bernard Wealth Management’s Medtronic MDT Stock Holding History

Bernard 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 		$118K Sell
1,364
-520
-28% -$49.8K 0.05% 86
2025
Q4 		$181K Hold
1,884
– – 0.07% 66
2025
Q3 		$179K Hold
1,884
– – 0.07% 62
2025
Q2 		$164K Sell
1,884
-23
-1% -$1.95K 0.08% 64
2025
Q1 		$171K Buy
1,907
+23
+1% +$2.06K 0.08% 60
2024
Q4 		$150K Buy
+1,884
New +$163K 0.07% 66

Other funds holding MDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bernard Wealth Management's MDT Position: Q1 2026 in Review

Bernard Wealth Management reduced its Medtronic (MDT) stake by 28% in Q1 2026, selling an estimated $49.8K and leaving 1,364 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #86.

Bernard Wealth Management first reported a position in MDT in Q4 2024 and has held it in 6 quarters since. The position peaked at $181K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Bernard Wealth Management held 1,364 shares of Medtronic worth $118K as of Q1 2026.
  • Bernard Wealth Management sold 520 Medtronic shares in Q1 2026, an estimated $49.8K.
  • Medtronic made up 0.05% of Bernard Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Bernard Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Medtronic position peaked at $181K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.