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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
Q2 		$71.5K Sell
914
-450
-33% -$36.3K 0.03% 121
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 $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

Bernard Wealth Management's MDT Position: Q2 2026 in Review

Bernard Wealth Management reduced its Medtronic (MDT) stake by 33% in Q2 2026, selling an estimated $36.3K and leaving 914 shares worth $71.5K. The position accounts for 0.03% of the portfolio, ranked #121.

Bernard Wealth Management first reported a position in MDT in Q4 2024 and has held it in 7 quarters since. The position peaked at $181K in Q4 2025. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Bernard Wealth Management held 914 shares of Medtronic worth $71.5K as of Q2 2026.
  • Bernard Wealth Management sold 450 Medtronic shares in Q2 2026, an estimated $36.3K.
  • Medtronic made up 0.03% of Bernard Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Bernard Wealth Management first reported a position in Medtronic in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Medtronic position peaked at $181K in Q4 2025.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.