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Beverly Hills Private Wealth’s Medtronic MDT Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-4,526
Closed -$392K – 323
2026
Q1 		$392K Sell
4,526
-27
-0.6% -$2.59K 0.07% 224
2025
Q4 		$437K Sell
4,553
-61
-1% -$5.92K 0.07% 197
2025
Q3 		$439K Sell
4,614
-169
-4% -$15.5K 0.08% 203
2025
Q2 		$417K Sell
4,783
-613
-11% -$52K 0.08% 207
2025
Q1 		$485K Buy
5,396
+72
+1% +$6.44K 0.1% 179
2024
Q4 		$425K Sell
5,324
-225
-4% -$19.5K 0.09% 193
2024
Q3 		$500K Sell
5,549
-1,093
-16% -$91.9K 0.1% 186
2024
Q2 		$523K Sell
6,642
-1,083
-14% -$88.8K 0.11% 179
2024
Q1 		$673K Buy
7,725
+884
+13% +$75.4K 0.16% 146
2023
Q4 		$564K Sell
6,841
-3,029
-31% -$231K 0.15% 149
2023
Q3 		$773K Sell
9,870
-9,466
-49% -$792K 0.23% 100
2023
Q2 		$1.63M Buy
19,336
+8,969
+87% +$772K 0.27% 87
2023
Q1 		$836K Buy
10,367
+1,563
+18% +$127K 0.26% 95
2022
Q4 		$684K Buy
+8,804
New +$714K 0.3% 84

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

Beverly Hills Private Wealth's MDT Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Medtronic (MDT) in Q2 2026, closing a stake of 4,526 shares — an estimated $392K sold.

Beverly Hills Private Wealth first reported a position in MDT in Q4 2022 and held it in 14 quarters. The position peaked at $1.63M in Q2 2023. 2,132 funds tracked by Wall St. Rank hold MDT as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Medtronic position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,526 Medtronic shares in Q2 2026, an estimated $392K.
  • Beverly Hills Private Wealth first reported a position in Medtronic in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Medtronic position peaked at $1.63M in Q2 2023.
  • 2,132 funds tracked by Wall St. Rank held Medtronic as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.