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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
Q2 		$435K Buy
5,556
+436
+9% +$35.2K 0.16% 94
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 $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

Beta Wealth Group's MDT Position: Q2 2026 in Review

Beta Wealth Group increased its Medtronic (MDT) stake by 8.5% in Q2 2026, buying an estimated $35.2K and bringing the position to 5,556 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #94.

Beta Wealth Group first reported a position in MDT in Q2 2021 and has held it in 21 quarters since. The position peaked at $623K in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beta Wealth Group held 5,556 shares of Medtronic worth $435K as of Q2 2026.
  • Beta Wealth Group bought 436 Medtronic shares in Q2 2026, an estimated $35.2K.
  • Medtronic made up 0.16% of Beta Wealth Group's portfolio in Q2 2026, its #94 holding.
  • Beta Wealth Group first reported a position in Medtronic in Q2 2021 and has held it in 21 quarters since.
  • Beta Wealth Group's Medtronic position peaked at $623K in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.