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Beta Wealth Group’s Medtronic MDT Stock Holding History

Beta Wealth Group’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 		$444K Buy
5,120
+975
+24% +$93.4K 0.18% 87
2025
Q4 		$398K Sell
4,145
-2,272
-35% -$221K 0.16% 92
2025
Q3 		$611K Sell
6,417
-197
-3% -$18.1K 0.24% 72
2025
Q2 		$577K Buy
6,614
+90
+1% +$7.63K 0.21% 63
2025
Q1 		$586K Sell
6,524
-94
-1% -$8.41K 0.21% 56
2024
Q4 		$529K Sell
6,618
-300
-4% -$26K 0.23% 67
2024
Q3 		$623K Buy
6,918
+306
+5% +$25.7K 0.28% 61
2024
Q2 		$520K Buy
6,612
+105
+2% +$8.61K 0.25% 67
2024
Q1 		$567K Buy
6,507
+1,102
+20% +$94K 0.28% 58
2023
Q4 		$445K Sell
5,405
-496
-8% -$37.8K 0.23% 68
2023
Q3 		$462K Buy
5,901
+301
+5% +$25.2K 0.27% 66
2023
Q2 		$493K Buy
5,600
+700
+14% +$60.3K 0.29% 61
2023
Q1 		$395K Buy
4,900
+500
+11% +$40.8K 0.23% 68
2022
Q4 		$342K Buy
4,400
+300
+7% +$24.3K 0.23% 73
2022
Q3 		$331K Buy
4,100
+200
+5% +$18K 0.24% 61
2022
Q2 		$350K Buy
3,900
+400
+11% +$40.5K 0.23% 56
2022
Q1 		$388K Buy
3,500
+1,600
+84% +$169K 0.26% 52
2021
Q4 		$237K Hold
1,900
– – 0.17% 56
2021
Q3 		$237K Hold
1,900
– – 0.17% 56
2021
Q2 		$236K Buy
+1,900
New +$239K 0.16% 58

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

Beta Wealth Group's MDT Position: Q1 2026 in Review

Beta Wealth Group increased its Medtronic (MDT) stake by 24% in Q1 2026, buying an estimated $93.4K and bringing the position to 5,120 shares worth $444K. The position accounts for 0.18% of the portfolio, ranked #87.

Beta Wealth Group first reported a position in MDT in Q2 2021 and has held it in 20 quarters since. The position peaked at $623K in Q3 2024. 2,229 funds tracked by Wall St. Rank hold MDT as of Q1 2026.

  • Beta Wealth Group held 5,120 shares of Medtronic worth $444K as of Q1 2026.
  • Beta Wealth Group bought 975 Medtronic shares in Q1 2026, an estimated $93.4K.
  • Medtronic made up 0.18% of Beta Wealth Group's portfolio in Q1 2026, its #87 holding.
  • Beta Wealth Group first reported a position in Medtronic in Q2 2021 and has held it in 20 quarters since.
  • Beta Wealth Group's Medtronic position peaked at $623K in Q3 2024.
  • 2,229 funds tracked by Wall St. Rank held Medtronic as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.